You can add a new Spend Management policy at any time.

To add a new policy using online banking

Only an owner or admin with full access can add a policy.

1. Choose Profile & settings then select Expense policies.
2. Select +Add Policy. 
3. Complete the form and select Save changes.
   1. Enter the policy name, set transactions rules and set reminders. Optionally, you can select to turn off cards in violation.

You'll see your new policy cataloged in the Expense policies.