Understanding the Accounting Dashboard

The accounting dashboard is the command center for your accounting workflows. It’s where you’ll see your integrations status, which of your transactions have been sent over to your GL software, and what accounting attributes have been added to each transaction.

Where can I find the Accounting Dashboard?

The Accounting Dashboard is available to all users with sufficient permissions from day one, easily accessible on the left-hand side of the platform in our workflows section.

Users with the following roles can see accounting data. Partner roles are most commonly associated with external accountants.

• Account Owner:

  • Full access to the dashboard, including viewing account balances, creating and viewing departments, and managing financial operations.

• Administrator:

  • Comprehensive access to the Rho dashboard, including viewing account balances, managing departments, and overseeing financial operations.

• Bookkeeper:

  • A 'view all' role with limited action permissions. Bookkeepers can view all balances and transactions but require approvals to send them.

• Partner Admin:

  • Can manage accounting integrations, configure account settings, and perform money movement activities.

• Partner Expense & Accounts Payable Manager:

  • Can manage accounting integrations, create and pay bills, and approve or reject expenses.

• Partner Accountant:

  • Has read-only access to transaction and bill data, can configure and sync transactions to integrations, and generate bank feed tokens.

What is the Accounting Dashboard?

The accounting dashboard is your command center for your accounting workflows. It allows you to see all transactions from across Rho in a single place with all of the context you need to make informed decisions. From there you can enrich your transactions by adding Rho departments or Labels as well as assigning accounting attributes. The accounting attributes you have access to depend on your GL software and how it was set up, common attributes are Chart of Accounts, Vendors, Classes, Projects, and Departments.

What can I do from Accounting Dashboard?

To make it easier to navigate all of your transactions you’re able to easily sort, filter, and create custom views with a click of the button. Helping you to zoom in on the details or take a birds eye view of how your money is moving. Currently you can filter by transaction status, transaction type, missing accounting attributes or transactions that have had changed attributes since they were synced to your GL software.

In addition to the filters, you can create custom views allowing you to choose which attributes you want to focus on, and what order they should be presented in. You can then further refine the transactions in scope by sorting the table across many of the attributes and datapoints available.

Additional functionality included within the Accounting Dashboard, shows the status of your accounting integration. You can request a referral to an outsourced accounting partner who is an expert in Accounting and the Rho platform.

In addition you can take advantage of our AI co-pilot tool and see the results of the automated mapping rules you have set up in Accounting settings.

This is also where you will see the sync status of your transactions. You’ll be able to sync your transactions to your GL software that you’d like to move over to your books, or skip syncing the ones you don’t. If you want to change those status, you can do so at any time. If you have any issues with syncing transactions over to your GL software, you’ll be able to see that in the Accounting Dashboard as well as how to fix whatever is causing the issue.