Set up category spend limits in Compleat Expenses – iCompleat - Help Center

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You can restrict the amount that can be claimed for a certain category by setting up a spend limit.

To set up a spend limit, go to Administration, then to Category. Then click the category that you want to set a spend limit for.

Next, enter the amount into the Spend Limit in GBP field. The currency abbreviation will match your division base currency.

The spend limit can also be set up on a per unit basis, by setting the Per Unit toggle to Yes. Once enabled, type a label for the unit in the text field beside it.

For hotel categories you may want to so set the spend limit on a per night basis. In this instance, the unit can be labelled as "nights". The field will then appear as "No. of Nights" on the claim.

Spend limits can either act as a hard rule that will prevent the item from being added to a claim, or display as an out-of-policy warning.

To set this, go to Administration > Company Profile, and then click the Features tab. In Features, find the Block items that exceed Category Limits setting.

When this is set to Yes, it will prevent claim lines from being saved when they surpass a category spend limit. The claimant must lower the claimed amount, amend the number of units (if enabled), or delete the claim line to save it.

If it is set to No, then the claimant can save any items that have exceeded a spend limit, but these items will be flagged as out of policy. When the Out of policy icon is hovered over, the Exceeds Category Spent Limit warning displays.

To inform your claimants of the spend limit, you can add a category policy by typing into the Category Policy field. Once you've set up the spend limit and category policy, click Save to update the category settings

If the above field isn’t showing for you, go to Administration, then Company Profile. Then, go to the Features tab, set Show Category Policy to Yes, and click Save. The Category Policy field now displays in the category settings.

Once a category policy has been added, when that category is selected on a claim the policy note will appear underneath the category.