Who can set and change the default policy
Admins and Accountants are able to appoint default policies and change them on Moss.
How to set and change the default policy
Default approval polices are the ones that will automatically get appointed to all needed approvals.
You can set approval policies for these modules:
Card requests
Invoices
Reimbursements
Card transactions
Set up a default policy
Login to the Moss platform
Go to "Settings" > "Approval Policies"
Select an active policy
Tick the boxes for the module, that should be the default approval policy for the module. One policy can be default policy for multiple modules.
The approval policy in the screenshot will always apply Card requests and Reimbursements as both those boxes are ticked.
How to change a default policy
If you want to change a default approval policy you need to:
Go to the "Approval policies" page again
Open the approval policy, which should be the new default policy > click on "Edit policy"
Tick the boxes, for the modules that you want the policy to be the default for > make sure you click on "Save policy" after you have ticked the boxes
The newly selected default policy has now overruled the old default policy. If you check the previous default policy, you will notice that the ticked checkbox(es) have disappeared.