Set up a spending policy

Your policy document is the configuration: add it as text or a PDF and Mylo checks every new expense against it.

1. Open Settings → Spending policy and tap Add a policy.
2. Pick who it applies to: Organisation, By role, By person, or Personal (just your own expenses).
3. Add the content: paste or type the policy text, start from a template, or upload a PDF (up to 10 MB). Plain English like "Meals are capped at $75 per person per day" is exactly what Mylo wants.
4. Give it a title and save. Mylo compiles the hard numbers into deterministic limits: spend caps, "receipt required over…" rules, outright bans.
5. Open the policy and review the compiled limits: edit, add, or delete rules. Rules you touch are pinned and survive later re‑compiles.
6. From now on, every new or edited expense shows checking, then Policy OK or Policy flag with a one‑line reason; flagged expenses carry a chip in the approval queue.
7. The reviewer decides: approve anyway, or deny with a reason so the employee can fix and resubmit.

Good to know:

• Flag‑only by design: Mylo never blocks a submission and never auto‑denies.
• Written exceptions are honoured by quoting the exact sentence that grants them; no written exception, no waiver.