How to set up a receipt policy?

A receipt policy enables organizations to define a monetary threshold that prompts users to attach receipts to their transactions.

Please follow these steps to enable the receipt policy feature: 

1. Log into the Mesh platform as an Administrator or a user with Technical Admin permissions.

2. Navigate to the upper left side, click on your company, and then on the Company Settings link.

3. Scroll down to the Card and Budgets section, and click the Manage Settings button.   

4. Set the minimum threshold for each card type (e.g., General, Subscription, Fuel, and Travel), then click 'Save' to apply your selection. These thresholds determine when the platform will require a receipt.

Notes: 

• Mesh added the option to set Memo policies to this page.