Understanding the Integration Between Rho and Navan Expense

Rho has partnered with Navan Expense to provide your business an integrated expense management solution. This article explains how Rho Expense Management and Navan Expense Reporting work together to streamline your expense processes.

Is Navan Expense only for travel expenses?

No, Navan Expense is a comprehensive expense management tool that can be used for all types of business expenses, not just travel-related expenses. It functions like other expense management tools in the market, allowing you to manage and track a wide range of expenses.

How are Navan and Rho linked?

Rho and Navan are linked through Mastercard Smart Data. This integration allows Navan to receive your transaction logs from Rho. Within Navan, you'll see the cards you've created in Rho and all associated card transactions, just as you would in your Rho account.

How do I get started with Navan?

To get started with Navan:

1. Sign Up with Navan: Reach out to Navan to create an account.
2. Onboarding Call: Navan will handle the onboarding process and schedule a joint call with you and a Rho representative to set up Navan Connect.
3. Integration Setup: Navan will guide you through the integration process during the call. 

Note: The setup process is entirely managed by Navan.

How do I submit receipts?

You should submit receipts directly through Navan Expense. Adding receipts in Rho will not sync them to Navan. To ensure your expenses are accurately tracked and reported, manage all receipt submissions within the Navan platform.

How can I manage spending policies?

Spending policies should be managed within Navan:

• In Navan, set up expense rules and policies that align with your company's needs.
• You can still set card-level controls, such as card limits and merchant restrictions, in Rho. These controls work alongside Navan's expense policies.

How do I connect my Rho account to Navan?

The connection process is led by Navan:

1. Information Sharing: Rho provides Navan with your Mastercard Distribution ID.
2. Onboarding Call: Navan hosts a joint onboarding call with you and a Rho representative to implement Navan Expense and establish the card connection.
3. Support: If you have questions about setting up Navan Connect, please contact the Navan support team.

Who should I contact for support?

• Interested in Navan? If you're interested in integrating Navan with your Rho account, please contact your Rho representative or reach out to our Client Service team. We'll facilitate an introduction to Navan.
• Questions about the Navan Setup? For any setup questions related to Navan Connect or Navan Expense, please contact the Navan support team directly.