Understanding policies and rules

Policies and rules are how Tera enforces your company's spending controls automatically.

Policies vs rules

• A policy is a named set of controls that applies checks to transactions — expenses, bills, cards, wallet payments, and payment requests. A policy can be active or inactive.
• A rule is a condition inside a policy. For example: if amount is over ₹5,00,000 and the category is Travel, require an extra approval.

What makes up a rule

• Condition — one or more field checks, combined with All (AND) or Any (OR).
• Action — what happens when it matches: auto-approve, auto-reject, route, add reviewer, or escalate.
• Priority — when several rules could apply, the first match (highest priority) wins.
• On/off — each rule can be enabled or disabled.

Where to configure them

Admins manage these in the Compliance Hub, under Compliance → Policy Rules — along with other areas like Spending Limits, Per Diem, Mileage, Travel Policy, and Duplicate Detection. See Using the Compliance Hub.

Note: This is an administrator feature. Employees experience policies as approvals and flags, not as configuration.