Company Settings

Policies, Limits, and Approvals — All in One Place

Set the rules once: spending policies, approval matrices, expense categories, and per-grade limits. XYRA Expenses enforces them automatically — no chasing exceptions, no policy drift.

Policy Active
EXPENSE POLICY · v3.2
XYRA Tech LLC
In Force
Travel · Daily Cap3,000
Meals · Per Day800
Internet · Monthly500
Approval ≥ 10KManager + Finance
Receipts RequiredAbove 100
Compliance Rate 98.4%
Features

Set the Rules, Let the System Enforce Them

Configurable policies that run quietly in the background — finance only sees the exceptions.

Expense Policies

Define per-category daily caps, monthly limits, mileage rates, and required documentation thresholds.

Approval Matrix

Multi-tier approvals by amount, category, project, or grade. Auto-escalation when approvers are unavailable.

Categories & GL Mapping

Define expense categories with the GL accounts they post to in XYRA Books. One source of truth.

Grade-Based Limits

Different caps and approval tiers for execs, managers, and ICs — applied automatically by employee grade.

Multi-Entity

Different policies for different legal entities, regions, or subsidiaries — managed in one console.

Books-Native

Categories, taxes, and approval policies all map to GL accounts in XYRA Books for clean reporting.

Workflow

Configure Once, Enforce Everywhere

Set policies in minutes — let them work for you forever.

1

Define

Capture company-wide policies, approval tiers, and category-level controls in a guided setup.

2

Map to Books

Link every category to its expense and tax account in XYRA Books — one mapping, every transaction.

3

Enforce

Claims and card swipes auto-validate. Out-of-policy spend gets flagged or blocked at submission.

4

Audit

Live compliance dashboard with policy violations, exceptions, and overrides — fully audit-ready.

Policy Compliance May 2026
Compliant Claims98.4%
Auto-Approved68%
Manual Review28%
Out of Policy1.6%
Avg Approval Time2.1 hours
14
Categories
5
Tiers
98.4%
Compliant
Books-Powered

Policies That Connect to Your Books

Categories map to GL accounts, taxes map to tax codes, and approvals tie to ledger postings. The result: every approved claim posts to the right account in XYRA Books — no surprises.

  • Per-category caps, mileage rates, and receipt requirements
  • Multi-tier approvals with auto-escalation
  • Multi-entity, multi-region policies in one console
  • GL account mapping for clean books posting

One Policy Engine, Zero Drift

Spend the rules once and let XYRA Expenses enforce them across every claim, swipe, and reimbursement.