The latest enhancements to policies

Policies within BILL Spend & Expense are a set of requirements or controls you can apply at the budget level. We're excited to roll out changes that make policies more accessible, manageable, and visible. You can now customize policies based on:

  • Merchant 
  • Maximum transaction limits
  • Receipt requirements
  • Approvers and the approval order

But that's not all. We've made additional updates based on your feedback along with these customizations. Here's what else is new: 

  • We've consolidated spend policy controls and made them easier to find. You can now locate them on the left-hand navigation.
  • Access a policy library that allows you to easily apply new or existing policies to one or more budgets.
  • Add a policy during the Create a budget flow.
  • Easily access a budget policy from the budget page. Quickly get visibility into what controls and requirements are associated with each budget.
  • Quickly find budgets without a policy on the policy page. Know exactly what budgets need policy-level controls applied to them.

Learn more about creating a policy and applying it to a budget here.

At BILL, we're always striving to improve our platform and provide the best service possible. Have an update you’d like to see? Send your feedback to