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 Expense Rules, next to Set expense rules, click the + Add Rule button.
Here's what each field means:
All expenses
Apply the rule to all company spending, regardless of amount, department, or merchant (there is an option to add Exceptions).
Amount
Apply the rule to expenses above a specific dollar threshold. Use this to require additional details or approvals for higher-value transactions.
Department
Apply the rule to spending from a specific department. This helps you enforce policy by cost center or team.
Merchant category
Apply the rule to specific types of businesses, such as restaurants or travel. This gives you more control over where company funds are used.
Custom
Combine multiple conditions to create a tailored rule. Use this option when you need more advanced controls.
Set rule requirements
After you choose a condition, use the requirements dropdown to define what must be included with each expense.
You can require any of the following: Receipt, Note, Attendees, Client ID, Department, Label. There is an option to Mark expense as out of policy, and there are also other custom rules available.
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.