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Expense Categories & Expense Policies (HCM)
This page documents two shipped Expenses setup screens (hcm-expenses). Not for plugin developers.
Who this is for: finance/HR admins setting these up.
Expense Categories
New Category — Category Name/Code, Category Type, Expense Type (Reimbursable, or Both — for categories that can be either), a GL Account (where this expense posts in your accounting system), Tax Treatment, Receipt Mode, a Receipt Threshold (the amount above which a receipt becomes mandatory), and whether a Cost Center is required on every claim in this category. New categories start inactive; Activate them once configured, Deactivate or Archive them when retiring one. The detail view also shows a real Expense Count — how many actual claims reference this category.
Expense Policies
New Policy — Policy Name/Code, Policy Type, Priority (for when more than one policy could apply — priority decides which one wins), Currency, category-specific rules, and Effective From/To dates. Manager Override controls whether a manager can approve an expense that technically violates the policy anyway.
New policies start Draft → Submit for Review → Publish (Go Active). Once a version is published, you don't edit it in place — Create New Version starts a fresh version instead, so every claim always knows exactly which policy version it was checked against. Deactivate retires a policy. KPIs: Draft, Pending Review, Active, Archived.