Create a Bill
In your Rho Dashboard, navigate to the Bill Pay tab in the left-hand menu, then select the Bills section.
Click the +Add Bill button, located above the bills table.
On the next screen, select an invoice to upload from your computer.
After uploading and parsing the invoice:
- Review the details for any missing or incorrect information.
- Fill in the Rho attributes, and if desired, split the bill.
- To submit the bill, click the Pay button or the Send for Approval button, depending on your account policies.
- If you'd like to leave the bill as a draft, click the back arrow to return to the main Bills page.
Approve or Pay bill
From the Bill table (single and bulk)
In your Rho Dashboard, navigate to the Bill Pay tab in the left-hand menu, then select the Bills section.
On the line of whichever bill you would like to submit, click the Pay and Approve button.
To send multiple bills concurrently, click the empty boxes on the left side of the desired bills.
Once you have selected all your desired bills, click on the desired action at the top right of the bills table.
Split a Bill
In your Rho Dashboard, navigate to the Bill Pay tab in the left-hand menu, then select the Bills section.
Click the View button next to the desired bill to open it.
In the Bill Details section, scroll down to the Accounting section and click the Edit Splits button to split the bill between two departments. Note that you can also split the bill between other accounting attributes, not solely departments.
If the bill has been created by the AP Inbox, the OCR will try to parse multiple line items from an invoice into Splits. Currently, auto-splits cannot be turned off.
Fill in the details for your desired split.
When you have completed filling in the details, click the Save button at the bottom right-hand side of the screen.
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