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.

We are ISO Certified

ISO 27001 Certified
ISO 22301 Certified