Polices

Can I configure my company policies on Kite Tab?
Kite Tab lets you set up your own company expense policies.  Policy violations will be detected in real time. Kite Tab will raise an alert each time an empl...
Tue, 30 Oct, 2018 at 9:38 AM
How can I add a company expense policy?
To add a new company expense policy, 1) Go to Company settings 2) Select Policies 3) Click the 'Add Policy' button 4) Enter the Policy Name 5) Ent...
Thu, 10 Jan, 2019 at 9:50 AM
Who can add a company policy in Kite Tab?
The Superadmin and admins of the your Kite Tab account are authorized to add new company policies.
Tue, 30 Oct, 2018 at 9:43 AM
What are policy conditions?
Policy conditions include three fields: a) Category selection: You can select the expense category/categories for which the policy is applicable. For examp...
Mon, 26 Nov, 2018 at 1:56 PM
What are policy requirements?
Receipt requirement and expense description can be made mandatory for expenses above a specified minimum amount. While adding a new policy, 1. Select Polic...
Tue, 30 Oct, 2018 at 10:40 AM
Can I set a common policy for multiple expense categories?
Yes, you can set a common policy for multiple expense categories.  For example: The daily allowance policy can include transport and food categories.
Tue, 30 Oct, 2018 at 10:41 AM
What is amount type selection?
You can set per transaction, daily and monthly expense limits for a policy. To set a maximum amount for the policy : 1. Select per transaction, daily or mo...
Tue, 30 Oct, 2018 at 10:41 AM
Can description be made mandatory for expenses above a minimum amount?
Yes, description can be mandatory for expenses above a minimum amount. To make description mandatory above a minimum amount while creating a new policy, 1)...
Tue, 30 Oct, 2018 at 10:42 AM
Can receipts be made mandatory for expenses above a minimum amount?
Yes, receipts can be mandatory for expenses above a minimum amount. To make receipts mandatory above a minimum amount while creating a new policy, 1) Go to...
Tue, 30 Oct, 2018 at 10:43 AM
How will my employees be notified if a policy is violated?
If an expense violates a company policy, at the time of saving the expense, the employee will receive a warning with the name of the policy that has been vi...
Tue, 30 Oct, 2018 at 10:43 AM