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Policy Success Indication on Expense History
Policy Success Indication on Expense History

How to check if there is an active policy running in your expense?

Ashwathi Vinod avatar
Written by Ashwathi Vinod
Updated over a year ago

An expense policy is basically a set of guidelines that are defined by your company's Fyle administrator. By holding on to these guidelines, you can be sure to be reimbursed for the amount that’s allowed within the policy and also know who is responsible for looking into the approval of certain expenses.

If you wish to know what are the policies that are currently active on your Fyle account, you can simply view them by clicking on the "Policy" tab on your Fyle dashboard.

active policies on Fyle

While the above screenshot shows you an overview of all the active policies that are active on your Fyle account. You can also check which policy is active on the expense that you have created on Fyle too.

You will be able to view the details of the policy from the "Expense History" section:

Policy message on expense history

Below are the explanation of what each message indicates:

  • Policies Ran Successfully: This is to let you know that a policy is active on an expense and that it has matched all the guidelines as set by your company's Fyle administrator.

  • Others: You will be able to see which policy is active on the expense and let you know what happens when the policy is triggered.

  • Policy Violation: This would help you understand the additional actions that would be taken on the expenses.

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