> ## Documentation Index
> Fetch the complete documentation index at: https://every.help/llms.txt
> Use this file to discover all available pages before exploring further.

# Transaction policies

> Set when card transactions need a receipt, a memo or QuickBooks details

> [!NOTE]
>
> Transaction policies may not be available for your company yet.

**Policies**, under **Tools** in the sidebar, is where you set your company's rules for card spend: who has to attach a receipt or add details to a card transaction, and above which amount. Owners, Company Admins and HR Admins can use it once your company has finished onboarding.

## Your policies

The list shows each policy's **Name**, **Status** (**Draft**, **Published** or **Unpublished**), **Owner** and when it was **Updated**. Select a policy to edit it, or use its menu to **Edit** or **Delete** it.

## Create a policy

Select **New policy** and pick a starting point:

| Starting point | What you get |
| - | - |
| **General card expenses** | Receipts and memos for card transactions above a set amount |
| **Travel and expense** | Receipts and memos for travel, lodging and meal spend |
| **Start from scratch** | A blank policy |

If you start from scratch, Every asks **What should this policy achieve?** Describe it in plain words and Every drafts the audiences, rules and overview for you to edit. To skip the draft, select **Build manually instead**.

## Edit a policy

A policy has a title, an **Overview** and one or more rules. Changes save as you go.

* **Overview**: what the policy is for and what people need to do. Select **Write from this policy** to have Every write or rewrite it for you, or choose **Regenerate rules from this text** to rebuild the rules from what you've written.
* **Rules**: each rule reads as a sentence. Add one with the add button between blocks, and use a rule's menu to **Move up**, **Move down** or **Delete** it.

| Line | What you set |
| - | - |
| **When** | **Card Transaction**: rules apply to card spend |
| **By** | Who the rule covers: **Everyone**, or an audience you choose or create with **New audience** |
| **If** | Conditions, added with **Add condition**: **Amount** (over, under or between), **Category** or **Card** |
| **Then** | Actions, added with **Add action**: **Require receipt**, **Require details** (**Memo**, **QuickBooks vendor**, **QuickBooks category** or **QuickBooks class**) or **Flag as Out of Policy** |

Rules are checked in order, and the first rule that matches a purchase applies. You can require QuickBooks details only while QuickBooks is connected.

An audience has a **Name** and conditions on **Employment type**, **Department**, **Location**, **Reports to** or **Specific employees**. With no conditions, it covers everyone. The sheet previews who the audience covers, and changes to it apply to every rule that uses it.

If you're a Company Admin, you also see how a policy would have applied to your company's recent card spend: how many transactions each rule matched, and how many would have been **Out of Policy**.

## Publish

Select **Publish** at the top of the editor to see the policy's **Status**, when it was **Published** and its **Owner**, or to **Copy link**. Then select **Publish** in the panel. A policy needs a name and at least one finished rule, and its rules can't conflict with another published policy.

Once a policy is published, your edits go live as they save. Select **Unpublish** to stop it applying. To remove a policy, choose **Delete** from the editor's menu.

Published policies decide which card transactions show **Out of Policy** on [Transactions](/banking/transactions), and the transaction's details list what's still needed.


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