We know that approval logic for expenses changes over time. If an instruction is no longer needed or you want to pause it, you can turn it off or remove it in just a few steps.
Turning off an instruction (without deleting it)
If you want to pause an instruction without removing it permanently:
Go to Agent Hub in the main navigation menu.
Select Expense Agent.
Find the instruction and use the toggle to switch it off.
The instruction stays saved but will not be applied to incoming expense reviews while it is off. You can toggle it back on at any time.
Deleting an instruction
If you want to remove an instruction permanently:
Go to Agent Hub in the main navigation menu.
Select Expense Agent.
Find the instruction and click the Delete button.
Deleted instructions cannot be recovered. If you think you might need the instruction again, use the toggle to switch it off instead.