How to Create Rules for Expenses

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 Settings tab in your Rho dashboard, select the Expense Rules, under Expense Settings, 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.

• Description: Optional

• 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.