Spend guidelines are rules that admins can implement to define what is allowed to be purchased via Volopay Cards.

These alerts that can be sent to a specific person to increase visibility on the spend on the Volopay cards. For example, maybe your head of IT wants to know whenever a Software purchase over $1,00 is made.

Please note that alerts are additive, and one alert rule will not override any existing rules. If you create a new rule for alerts over $6,000 for a specific software merchant, you will still get all the alerts from your initial $1,000 rule.

Expense alerts are sent to the notifiers via email and volopay notification.

Step 1: To create an expense alert, an admin or a user with a card manager position can go to the card module and access settings.

Step 2: Proceed to the spend controls. Under the post spends section, find the expense alerts tab.

Step 3: Open the expense alerts slider and click on create a new alert.

Step 4: Set the alert for any transaction above a certain amount. For example, any transaction above 100 AUD will trigger an alert.

Step 5: Add multiple rules. For instance, select a department where an expense of 100 AUD and above triggers an alert, or specify a merchant where an expense from a particular department above 100 AUD triggers an alert.

Similarly add other conditions such as category, merchant and project if needed.

Step 6: select the individuals who should receive alerts for this specific rule, under "to these people".

Step 7: Save the alert for your company.