Permission required: Users with Admin Profile and Expense Manager can access this feature.
Regional Availability: Australia, India, Indonesia, Singapore, United States
Overview
Volopay allows you to set a threshold above which receipts and/or memos are required when submitting expenses. This can be configured under the Company Submission Policy or a Custom Submission Policy, as applicable. However, for certain recurring expenses—such as SaaS subscriptions or ongoing transactions like advertising—you may choose to exclude them from requiring receipts while still maintaining visibility through alerts on unusual spending and savings opportunities.
To ensure better control over policy exceptions, only Admins and Expense Managers can now see and use the "Dismiss Requirements" button for card expenses. This feature allows them to bypass missing submission requirements when necessary. Once dismissed, the submission policy section will be displayed in grey, making it easy to visually identify expenses where requirements were intentionally bypassed.
These enhancements provide greater flexibility while maintaining compliance, ensuring a more efficient and controlled expense management process.
What’s New:
The Dismiss requirements button is now restricted to only Admins and Expense Managers—other users will no longer see this option.
After dismissal, the submission policy section is displayed in grey with a clear status indicator, highlighting that the requirements were bypassed.
This dismissed status is also reflected in the expense table, enabling quick identification at a glance.
Why It Matters:
Ensures that only authorized roles can override submission policies, maintaining tighter control over expense compliance.
Improves transparency and audit readiness by clearly marking dismissed requirements in both the expense view and table.
Helps finance and admin teams quickly identify exceptions, reducing follow-ups and streamlining expense reviews.
How to dismiss Submission policy for an expense
Method 1 - Dismiss within expense details
Step 1: Open the expense slider for which you want to dismiss the submission policy requirements
Step 2: Scroll down in the slider to Policy details, where you can see a "Dismiss submission policy requirement" for this expense.
Method 2 - Bulk dismissing details
Step 1: Navigate to the Cards section > Overview, and then click on the Missing details button.
Steps 2: Here you will see a list of all transactions which are pending to complete submission policy, simply click on the dismiss submission policy.
Note: Make sure to check details of transactions before clicking on the option to dismiss Submission policy requirements.