Audience: Company

Purpose

The Requester Limit found in each expense policy is an optional control that gives Company Admins an overall reimbursement cap for any single Requester.

Company Admins set a maximum reimbursement amount and a time range (in days). Reimbi then tracks each Requester's approved reimbursements within that window and automatically enforces the limit.

Example

You want to set a limit for all Requesters in your Staff Candidate expense policy* with a $850 limit over 3 days. This includes all the expense types that they may submit reimbursement for - meals, transportation, lodging, etc. You configure the enforcement mode 'Hard stop,' such that a candidate who has already been reimbursed $850 within the past year will be blocked from submitting additional reimbursable expenses. 

Configuring your Requester limit with this Hard stop makes your approval process more efficient; you don't need to keep track of their total expenses or reject expense reports that exceed the expected limit.

* your expense policies and names will be specific to your company 

How to configure Per-Requester limits

To set a Requester limit, go to Company Settings → Expense Policies, open the policy you want to configure, and select the Requester limit tab.

Settings

• This setting is disabled by default and only affects Requesters when enabled on their assigned policy.
• Enforcement mode

  Warning mode: Requesters and Approvers see an alert when the limit is exceeded, but submission and approval can still proceed

  Hard stop mode: Requesters are blocked from submitting once the limit is reached

Additional notes

• The limit is configured per expense policy. Each of your policies can have different limits, or none at all.
• Requesters are only subject to a limit if one is enabled on their assigned policy
• If a Requester moves to a different policy, the new policy's limit applies. But Reimbi still counts all previous reimbursements within the time window, regardless of which policy they were approved under.

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