Free-text expense policies per category
Free-text expense policies per category
Policies are free-text lines linked to expense categories, including custom ones. Each policy should be its own line.
Area: Expense Agent. Status: GA. Developer relevance: low. Airtime: 1 min across 1 video, demoed.
Status evidence
- Nothing said about status; launch event convention: generally available unless stated otherwise.
Where they talk about it
Quotes
- 1:30 "the idea is every policy should be a different line" - A design guideline for setting up policies so the agent can evaluate them one by one.
Caveats mentioned
- One policy per line works better than combining all policies for a category
Prerequisites mentioned
- Policies set up in Business Central before use
Documented features match
- AI-Driven Approvals - high confidence (llm). Docs say: Public preview, roadmap id 573255. Policies in natural language
Docs checked on 2026-10-02: the match is against Microsoft's what's new pages for the wave as they were on that date. Microsoft keeps filling the documentation, so "no documented item" can go stale. The wider product documentation on learn.microsoft.com was searched for this feature on the same date; the feature's data lists an article when one was found.
Tags: expense, policies, finance, agents
Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.