How to cap the expense amount?

How to Cap an Expense Amount in Keka

If you want to limit how much can be claimed under a specific expense category, you can easily set a cap within your expense policy.

Steps to Set a Cap on Expense Amount

1. Go to Org > Expenses & Travel > Policies & Settings > Expense & Travel Policies

2. Select the policy you want to edit

3. Scroll to the Expense Category section

4. Click Update Rules for the category where you want to apply the cap

5. Check the box that says Expense amount is capped for given period

6. Choose the period (Day, Week, Month, Quarter, Half Year, Year, or Tenure) and enter the limit

7. Click Save Rules to apply the changes

Once saved, the cap will automatically apply to future expense claims under that category.