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Expenses

Guidelines for tracking business expenses.


MethodUse ForDetails
Rho Corporate CardAll business expensesVirtual cards for subscriptions, physical card for in-person. Auto receipt capture via Rho app.
Personal (Reimbursement)When Rho card unavailableSubmit receipt within 30 days with description. Reimbursed within 5 business days.

MethodInstructions
Rho App (preferred)Photo receipt directly in app
EmailForward receipts to Rho
Google DriveFinance > Receipts > [Year] > [Month]

Missing receipts under $25: Document the expense details (date, vendor, amount, purpose) using the missing receipt form in Google Drive > Templates.


Before subscribing: Check if an existing tool covers the need, evaluate cost vs. value, use a Rho virtual card, and document in Tech Stack.

Quarterly review: Cancel unused tools, downgrade where possible, update Tech Stack page.


Booking: Use Rho card directly. Book reasonable options (economy flights, standard hotels). Compare options before booking.

Mileage reimbursement: IRS standard rate. Document date, origin/destination, miles driven, and business purpose.


CadenceTasks
MonthlyCapture all receipts in Rho → Categorize expenses → Review in Xero → Flag anomalies
Year-EndEnsure proper categorization → Reconcile with Xero → Prepare for tax filing

ToolPurpose
Rho DashboardCards, expenses
XeroAccounting review
IRS Mileage RatesCurrent reimbursement rate