When you have Expenses enabled, you can set up custom rules that will apply to any and all Rho Card transactions, reimbursements, and credits.
How to create rules
To create a rule, navigate to the Expenses tab in your Rho dashboard and select the Policies tab. From there scroll to the Rules section and click the + Add Rule button.
Here's what each field means:
- Rule Name: The name and description of the rule will be visible to your organization in the Policies tab.
- Expense Type: Select the type of expense the rule will apply to. You can apply it to Rho Card, Reimbursement, and Credit expenses.
- Conditions
- You can set conditions that will trigger the rule, such as amount, user, merchant, and more.
- Examples: Amount is greater than $25; Merchant Name equals Home Depot
- Set requirements: If a transaction meets the conditions, the cardholder will be required to provide specific information.
- Penalties: Mark an expense as Out of Policy if it meets the conditions
- Exceptions: Exclude specific users and cards from the rule
How rules impact the expense flow
When a rule is enabled, it will apply to all relevant transactions. Please note that these are post-spend controls, meaning Expense rules will not cause Rho Cards to get declined.
For more information about Rho Card settings & spend controls, see here.
For examples of expense rules, please see here.
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