Presubmission policy check
Presubmission policy check
Submitters can run the AI policy check manually with a check policies button before sending the report. It is not automatic for submitters and can be turned off to save AI credits.
Area: Expense Agent. Status: GA. Developer relevance: low. Airtime: 2 min across 2 videos, demoed.
Status evidence
- Nothing said about status; launch event convention: generally available unless stated otherwise.
Where they talk about it
- What's new in Expense Agent: Travel and Expense Policy Automation: 2:14 to 5:49, demo at 4:48 (called "Presubmission evaluation" and "Check policies with AI button" there)
- What's new in Expense Agent: Improved Approval Process: 2:47 to 3:00 (called "Manual compliance check by submitters" there)
Quotes
- 2:31 "you can also just turn it off in case you're worried, for example, about your users using too many AI credits" - Admins can switch off submitter-side checks to control AI credit use.
Caveats mentioned
- Run manually, not automatic
- Can be disabled to limit AI credit usage
Prerequisites mentioned
- AI-driven approval policies enabled
- Presubmission evaluation enabled in settings
- At least one policy defined
- Presubmission evaluation enabled
- Policies exist in Business Central
Documented features match
- AI-Driven Approvals - medium confidence (llm). Docs say: Public preview, roadmap id 573255. Policy check, doc focuses on approvers
- Product documentation: Create and submit expense reports in Expense Agent, checked 2026-10-02. If Expense Agent is set up for pre-submission policy evaluation, you can check a report before submission ... select Check policies with AI. Note: Prerelease/preview article for the current version.
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.
Tags: expense, ai, policies, ux, approvals, copilot, agents, end-user
Generated by pipeline step 06. Source: YouTube auto-captions of the launch event videos, see the deep links. Not official.