By setting up rules in Rho, you can define how transactions flow through the expenses experience.
With Rho’s customizable rules, Account Owner and Administrators can:
Name the rule and add a description for all Rho users to see
Note: Employees and Budget Owners will only be able to see the rule name and description
Set conditions for the rule to apply to certain transactions or to set limits on certain types of spend
Require additional data for transactions that match those conditions
Mark transactions that match the transactions but are missing as “Out-of-Policy”
Add exceptions to the rule by Users or Cards
How rules impact the expense flow
With rules, you can require users to add additional information to specific types of transactions on their Rho Cards.
Once you set up rules and enable them, the rules will apply to all Rho Card transactions. Please note, 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.