Status Changes in Bill Pay

Rho's Bill Pay system uses specific statuses to help your team manage the processing, paying, and reconciling of your payables. Bills and payments are organized into one streamlined workflow, making it easier to track and act on your payables.

Bill and Payment Statuses

Below is a list of the statuses you may encounter in Bill Pay, along with what each status means and the actions available to you at each stage.

__wf_reserved_inherit

Draft

What it means: The bill has been submitted via the Bill Pay Inbox or platform upload but requires additional information or review. Actions you can take:

  • View: Review and edit the bill details.

  • Add Payment Details: When you click Add Payment Details, the bill moves to the next state, Missing Payment Details, where you can add the missing payment information to proceed.

  • Archive: If the bill is no longer needed, you can archive it. All archived bills are moved to the archived section of the bills page.

  • Mark as Paid: Indicate that the bill has been paid outside Rho and will be moved to the archived section of the bills page.

Missing Payment Details

What it means: The bill is complete, but payment details are missing or incomplete. Actions you can take:

  • View: Review the bill and provide the missing payment information.

  • Archive: If you decide not to proceed with this bill, you can archive it.

Ready for Payment

What it means: The bill and payment details are complete and the bill is ready to be paid. Actions you can take:

  • Pay: Initiate the payment process.

  • Send to Approvals: If approvals are required, send the bill for approval.

  • Archive: You can archive the bill if it's no longer needed.

Awaiting Approval

What it means: The bill payment requires approval before it can be processed. Actions you can take:

  • Approve & Pay: If you're an approver or have the necessary permissions, you can approve the bill and initiate payment.

  • Approve: Approve the bill without initiating payment.

  • Reject: Reject the bill if it's not approved for payment.

Payment Scheduled

What it means: The payment for the bill is scheduled. Actions you can take:

  • View: Review the bill and payment details.

  • Revoke: Cancel the scheduled payment if necessary.

Paid

What it means: The bill payment has been processed and settled. Actions you can take:

  • View: Review the bill and payment details.

Paid Externally

What it means: The bill has been paid outside of Rho Bill Pay. Actions you can take:

  • View: Review the bill details.

Failed Payment

What it means: The payment for the bill failed to process. Actions you can take:

  • Retry: Attempt to process the payment again.

  • Archive: Archive the bill if you choose not to retry payment.

Archiving Bills and Payments

At any point when a bill is in Draft or Missing Payment Details status, you can choose to archive it. Archiving a bill removes it from your active workflow but keeps a record for future reference. When archiving, you can specify the reason.

Actions Overview

StatusActions
DraftAdd Payment Details View Archive Mark as Paid
Missing Payment DetailsView Archive
Ready for PaymentPay Send to Approvals Archive
Awaiting ApprovalApprove & Pay Approve Reject
Payment ScheduledView Revoke
Paid / Paid ExternallyView
FailedRetry Archive

Tips for Managing Bills

Bulk Actions: For certain statuses, you can perform actions on multiple bills at once. The available bulk actions include:

  • Draft or Missing Payment Details statuses:

  • Archive

  • Mark as paid

  • Ready for Payment status:

  • Schedule

  • Update payment date

Keep Information Updated: Ensure all required fields are filled out to move bills through the workflow smoothly.

__wf_reserved_inherit

Popular help center articles

Most read this week.

Accounting

How to set up Rho's QuickBooks Integration

The following instructions describe how to set up a direct integration between your Rho Account and your existing QuickBooks Online account. If you're interested in connecting Rho transactions via the QuickBooks Bank Feed, see instructions here . Note: this integration is only compatible with QuickBooks Online. For QuickBooks Desktop, you can download a CSV of transactions from your Rho account via these steps and upload them to QB Desktop). Once you are signed into the Rho platform, click Integrations in the navigation bar. Click the QuickBooks icon. Follow the login instructions to connect to your QuickBooks account. When finished, click Accounting in the navigation bar. Select the transactions you want to sync. Click the Sync button. When you connect Quick Books to Rho, a new account is added to your CHART OF ACCOUNTS tab named RHO [Checking Acct#] , where [Checking Acct#] is the 10-digit account number associated with the linked Rho account. This is your primary account and is required for automatic account reconciliation. You can rename this account, but integration between your Rho account and Quickbooks will not work if the account is deleted. What information can I view in the Accounting Tab? Once you have connected QuickBooks to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes two subsections Dashboard and Mapping Rules. Learn more about what you can view in the Dashboard here and about what you see in the Mapping Rules here. Important Integration Notes Syncing with your QuickBooks account is a manual process. Each time you want to reconcile your Rho Account in QuickBooks, you must click the Sync button. However, you can set up automatic recurring syncs by going to the settings tab within your accounting workflow and setting a recurring sync.

General Rho Information

How Do I Contact Support?

Reach out to our dedicated Rho specialists anytime over the phone at 1 (855) 7-GETRHO, through email at clientservice@rho.co, or start a live chat by logging into your Rho account (web or app), clicking the Help button in the lower left, and selecting 24/7 live support.

Cards

How to Add Your Rho Card to your Digital Wallet

Your virtual & physical Rho cards can now be added to your Apple or Google Wallet for a quick, contactless, and secure way to pay. Note: Currently, we don't support adding Rho cards to WeChat. Set up is simple - follow the steps below to get started: Apple Wallet Go to your Wallet app and click the + button in the right-hand corner. Select the Card Type “Credit”. Hold your Rho physical card's chip near your device or place it directly on the screen. For a virtual card, choose the “Enter Card Details Manually” option to add your card. Verify your card details are correct and enter your 3-digit CVV security code. You should notice the "Card Added" confirmation after a few moments. For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message”, “Email”, or "Authenticator App", if you have set it up. A six-digit code will be sent to your email address, phone number on file, or the Authenticator App, enter your code in the field provided. Your Rho Card is now active in your Apple Wallet and ready to use at contactless point-of-sale terminals that support Apple Pay. For more information, see Apple’s support document . How to use your Rho Card in Apple Pay at a contactless point-of-sale terminal Select your Rho Card via the Apple Wallet app. Double-click the right-hand button on the side of your iPhone when a near contactless point-of-sale terminal. Verify your identity using Face ID or your Passcode. You will now be prompted to hold your phone near the contactless reader. Hold near the reader until the purchase has been completed. Google Wallet Your virtual & physical Rho cards can now be added to your Google Wallet on your Android device for a quick, contactless, and secure way to pay. Set up is simple - follow the steps below to get started: Open your Google Pay (GPay) app on your Android device and click the image of a card in the right-hand corner. This will open a screen that shows you all the cards you have linked to your wallet. Select “Add a Card” at the bottom of the screen. Select the Payment Method “Credit or debit card.” Take a picture of your Rho physical card or the virtual card in your Rho dashboard. Your phone will recognize your card details and then you must enter your 3-digit CVV security code. Alternatively, you may enter your card details manually. Make sure your address, ZIP code, and phone number match your settings in your Rho account. The address should be your organization’s billing address. Press Save. Review Rho’s Terms & Conditions and click “Accept & continue.” For your added security, you may be asked to verify your Rho Card account via two-factor authentication by “Text Message” or “Email.” After you receive your six-digit verification code by text or email, enter it and click Submit. Your Rho Card is now active in your Wallet and ready to use at contactless point-of-sale terminals that support Google Pay. For more information visit the Google Pay Help Center

Mobile App

How to Upload a Receipt in the Mobile App

You can add receipts to all Rho Card transactions within the app ( in addition to desktop, email, and SMS uploads ). To add a receipt, open the Rho app and tap on the transaction requiring a receipt. In the Attachments section, click "Upload Receipt" and choose one of the following options: Select an image from your camera roll Take a photo of your receipt using your camera Select and upload a file Note: Be sure to include any applicable tip amount on your receipt. In the transaction details window, you can also add departments, labels, and notes to your transaction.