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.