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How we use coding Rho enables you to code transactions efficiently, by combining mapping rules, manual coding and default settings to automate coding tasks, while still allowing for user intervention for customization and fine-tuning. There are three ways that coding gets applied to transactions in Rho. Mapping rules Line-level coding (manually overriding) Default settings (Only for some areas of the product, such as Default Income, Default Expense and Default Bill Pay accounts) Mapping rules Rho applies mapping rules in a hierarchical fashion, checking for rules which exist in the following order. Mapping hierarchy: Label Sender Vendor Merchant Card Department Here’s an example of how this functions. If there are 2 mapping rules: When Vendor = Cindy’s Cookies -> assign GL = Meals and Entertainment When Card = *1234 -> assign GL = Miscellaneous A transaction on Card *1234 at Cindy’s Cookies would bear the coding Meals and Entertainment Line-level coding While Mapping rules automate coding tasks, users may opt to override those values. To change a mapping rule-determined coding in Rho, simply modify the assigned mapping on the transaction or via the drawer. Rho respects user-selected codings and does not update them with new mapping rules. However, using the Apply Mappings option (Accounting tab → Dashboard → three dots) will override existing codings, including those set manually. You can select the applicable timeframe when applying mappings. Default settings When using Rho, you need to choose default GL Income and Expense accounts. If a transaction doesn't have any mapping rules or manual codings, Rho will automatically assign the default GL accounts to the transaction.

This guide provides step-by-step instructions for updating the Rho Integration bundle to version 1.01. Please ensure that you are an Administrator with the necessary access to make these changes. Step 1: Update the Bundle Version Navigate to Suite Bundler: Go to Customization > SuiteBundler > Search & Install Bundles > List Update the Rho Integration Bundle: Locate the Rho Integration bundle. Click on the green icon to update the bundle version. Locate the Rho Integration bundle. Click on the green icon to update the bundle version. Verify the Version Number Ensure the version number is 1.01 . After clicking the update, refresh the page. Ensure the version number is 1.01 . Step 2: Deploy the Script Access the File Cabinet Go to Documents > Files > Click on File Cabinet . On the left pane, navigate to the Suite Scripts folder and rename rho_production.js to rho_production_old.js. Scroll if needed and go into the Suite Bundles tab. Select Bundle 436739 . Locate the file rho_production.js and click edit . On the edit page, under Folder , select/search Suite Scripts to be the folder. Click Save. Create and Deploy the Script Record Navigate to Customization Scripting Scripts New . In the Script file bar, type in rho_production.js (this should auto-populate). Click Create Script Record . Name the script Rho Integration 2 . Click the down arrow on the Save button and select Save & Deploy . Configure Script Deployment In the Script Deployment screen, set the Status to Released and the Log Level to Error . Under AudienceRoles , check Select All . Click Save . Copy the External URL: Once saved, you will see an External URL . Example: For https: //********.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=452&deploy=1 You will copy only the section starting with "script, " i.e., script=452&deploy=1 as this will be needed for a later step. Once saved, you will see an External URL . Copy everything after "restlet.nl?". Example: For https: //********.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=452&deploy=1 You will copy only the section starting with "script, " i.e., script=452&deploy=1 as this will be needed for a later step. Note:When saving is complete, copy the External URL, as you will need this later. Step 3: Reconnect and Authenticate in Rho Log into Rho Go to the Integrations tab. Disconnect Net Suite (mapping rules will remain intact). Reconnect Net Suite Provide the following details for your Net Suite account: CONSUMER KEY (aka: client_id) CONSUMER SECRET (aka: client_secret) EXTERNAL URL EXTENSION Click Authenticate . Select Subsidiary Select the subsidiary you wish to operate with. Follow these steps carefully to ensure a successful update and integration of the Rho bundle with NetSuite. If you encounter any issues, please refer to your system administrator for further assistance.

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.

Using multiple integration methods with QuickBooks Online (QBO), such as both a Bank Feed connection and Rho’s Direct Integration, can create duplicate transactions, duplicate journal entries, and reconciliation challenges. To ensure clean financial reporting and a smooth month-end close, we strongly recommend consolidating to a single integration method . Choose Your Method Rho supports two methods for syncing with QuickBooks Online. Review the differences below to determine which best fits your workflow. Option 1: Direct Integration Detailed data sync – Transfers enriched transaction information, including vendor, department, and custom attributes. Account mapping – Map Rho accounts directly to your QuickBooks CoA. Cleaner reconciliation – Reduces manual categorization inside QBO. Option 2: Bank Feed Daily transaction sync – Transactions automatically flow into QBO. Raw transaction data – Basic transaction details only (no enriched attributes). Manual reconciliation required – Categorization and review must be completed in QuickBooks. Simpler setup – Functions like a traditional bank feed. Choose Direct Integration if you want automation, enriched reporting, and tighter control from within Rho. Choose Bank Feed if your accounting team prefers to fully manage categorization inside QuickBooks. Disconnect the Integration You No Longer Need Important : Before disconnecting anything, review your recent transactions and ensure there are no unresolved errors in QuickBooks. Transitioning to Direct Integration If you are currently using the Bank Feed and want to transition to Direct Integration , follow these steps carefully to avoid duplicate transactions. 1. Disconnect the Bank Feed in QuickBooks Log in to QuickBooks Online. Navigate to Transactions > Bank Transactions . Select the Rho account tile connected via bank feed. Click the pencil icon . Select Edit account info . Check the box for Disconnect this account on save . Click Save and Close . Important: If QuickBooks is actively downloading transactions, the disconnect option may not appear. Wait for the update to finish and try again. If you see a bank connection error, resolve the error before disconnecting. Disconnecting while errors are present may cause duplicate downloads later. Once disconnected, transactions older than 90 days may no longer be downloadable. You can manually upload them if needed. 2. Revoke the Bank Feed Token in Rho After disconnecting in QBO, you must revoke the existing Rho token to fully disconnect the bank feed. Log in to Rho. Click your User icon (top-right corner). Go to User Settings > Access Token . Click the three dots next to the active token. Select Revoke . Make sure the user generating the token has the following permissions enabled: View Recipients Payment History View Account Balances Permissions Note: Only the user who creates the token can revoke it (usually an Account Owner, Admin, or Bookkeeper). You’ll know the token has been revoked when the “Bank Feed – Token Active” notice disappears from Integrations > QuickBooks. 3. Connect via Direct Integration Once the bank feed is fully disconnected: In Rho, go to Integrations > QuickBooks . Click Connect . Sign in using your QuickBooks credentials. Select the correct QBO account. Complete your account mapping and sync settings. 4. Set the Correct Sync Start Date To avoid duplicates: Set the “Sync From” date to the same day the bank feed was disconnected. This ensures only new transactions are pulled in. Transitioning to Bank Feed If you prefer to use the Bank Feed , you will need to disconnect the Direct Integration inside Rho. Log in to Rho. Navigate to Integrations . Locate the QuickBooks card. Click Disconnect . Because the Bank Feed automatically pushes data to QuickBooks, disconnecting Direct Integration should not interrupt your bank feed connection. Final Step: Validate Your Setup After consolidating to a single integration method, monitor activity closely for the first 1–2 weeks. If anything appears out of sync, pause syncing and contact Rho Support before making bulk edits.

Managing financial transactions can be time-consuming, especially when it comes to keeping your accounting software up-to-date with settled transactions. Recurring Syncs streamline this process by automatically synchronizing transactions based on the rules you define. This ensures your records are accurate and saves you valuable time. Recurring Syncs are automated rules that regularly synchronize your settled transactions with your integrated accounting software. By setting specific parameters, you control which transactions are synced and how often the synchronization occurs. How to Create Recurring Syncs Log in to your Rho Account Go to the Accounting section Click on Settings within the Accounting section. Choose Recurring Syncs from the list of options. Click Add Sync to add a new Active Sync A new screen will open where you can create and define your recurring sync. Here, you can select the desired transaction types to be synced recurrently and the rules for recurring sync.

Service Details Zelle Unfortunately, no we do not support linking with Zelle at the moment. Apple Pay Apple Wallet - This feature has already been released! To set up your Apple Wallet with Rho you can review these step-by-step helpful instructions! Your virtual & physical Rho cards can now be added to your Apple Wallet for a quick, contactless, and secure way to pay! Here is a helpful article on how to do so. Google Wallet To set up your Google Wallet with Rho you can review these step-by-step helpful instructions! Paypal Here is a helpful article that guides you on how to connect Rho to your PayPal. To link a business PayPal account to Rho, first log into PayPal. Find the 'Pay & Get Paid' tab. Then, select 'Banks & Cards' and 'Link a New Bank.' Paypal micro deposits Paypal micro deposits sometimes take 2-3 days to process before settling. Dispute Paypal charges We suggest reaching out first to PayPal to inquire about this charge. We can certainly try to dispute it; however, because it went through PayPal, it is possible that the transaction may be deemed non-disputable. We can proceed with the dispute for you and keep you posted on the results. Wave Wave is supported through Rho's integration with Plaid. You just need to head to the Wave app, click the Banking tab, select Connected Accounts, look for the Connect Account button, and search for Rho Business Banking. You'll be asked to log into Rho, and your account will be connected! Stripe You can do this in your Stripe account on their site. We recommend reviewing the instructions in the Stripe Help Center for further assistance. Plaid To connect your Rho Account to Plaid, choose Rho Business Banking from the list of banks. If it is not showing up, you can manually link it per Plaid's FAQ - "To manually link your bank account via the challenge deposit process, please click the button to "Manual Link" your bank and follow the on-screen instructions." Additionally, could you tell us which service you are trying to integrate through Plaid so our team can see if we support the integration? Using Sage Sage is supported through Rho's integration with Plaid. Head to the Sage app, click on the Banking tab, then select the New dropdown list, and select New Bank Account. Then locate and select Rho Business Banking. You'll be asked to log into Rho, and your account will be connected! Sage Bank rules We don't have custom fields explicitly for Sage. However, you can repurpose labels and budgets for the flat file upload! Payoneer Unfortunately, we do not support Payoneer. Abacus Unfortunately, Rho does not integrate with Abacus. We recommend manually exporting a CSV and uploading it to your accounting platform. Here is a helpful article on how to export a CSV of card transactions. Cash App Rho does not link to Cash App. Venmo While it is possible to add your Rho card for a payment, Venmo may charge additional fees.

Credit Card Purchase Credit Card Refund Credit Card Payment Bank Transaction (outgoing) Bank Transaction (incoming) Bank Transaction (transfer) AP (bill) AP (bill payment) Reimbursement (bill) Disbursement (bill payment) Treasury (deposit) Treasury (withdrawal)

Integrating your Rho account with QuickBooks streamlines your reconciliation process by synchronizing transactions and accounting data. Rho offers two methods for integration: QuickBooks Bank Feed QuickBooks Direct Integration This article explains the differences between these two options to help you choose the one that best fits your business needs. QuickBooks Bank Feed The QuickBooks Bank Feed is a basic integration that automatically pushes all transactions from your Rho account to QuickBooks daily. Key Features Daily Transaction Sync: Automatically sends all transaction data to QuickBooks every day. Raw Data Transfer: Transfers basic transaction details without additional attributes or categorizations. Manual Reconciliation: Requires you to manually categorize and reconcile transactions within QuickBooks. Ideal For Businesses that prefer a straightforward, minimal setup. Users who are comfortable with manually categorizing and reconciling transactions in QuickBooks. Those who want to leverage QuickBooks' matching functionality, especially for incoming payments tied to outstanding invoices not managed in Rho. QuickBooks Direct Integration The QuickBooks Direct Integration offers a more comprehensive connection, supporting advanced features in QuickBooks Online, such as vendors, accounts, departments, and locations. Key Features Detailed Data Sync: Transfers enriched transaction information, including vendors, departments, and custom attributes. Automated Reconciliation: Transactions are automatically categorized and reconciled based on your predefined settings in Rho. Recurring Syncs by Transaction Type : Set up automatic synchronizations based on specific transaction types. Automation: Map Rho accounts to your QuickBooks Chart of Accounts for seamless integration. Enhanced Features: Benefit from features like recurring syncs, updated sync status, advanced mapping rules, bulk editing, and an accounting dashboard to manage synced data. Ideal For Businesses looking to save time and reduce manual data entry. Users who want detailed financial data synchronization and minimal manual work in QuickBooks. Companies utilizing advanced QuickBooks features like departments and locations. Those who manage AP and expenses through Rho want to sync bills and payments effortlessly. Key Differences Between Bank Feed and Direct Integration Functionality Bank Feed: Provides a basic daily push of raw transaction data without categorizations or attributes. Direct Integration: Offers detailed, customizable sync with additional attributes, automatic categorization, and reconciliation. Transaction Handling Bank Feed: Transactions require manual categorization and reconciliation after import into QuickBooks. Direct Integration: Transactions are automatically categorized and reconciled based on your Rho settings. Duplication Risk The two integration methods operate independently and do not communicate with each other. Important : Using both methods simultaneously can lead to duplicate transactions in QuickBooks. Usage Recommendation We recommend selecting either the Bank Feed or the Direct Integration to avoid duplication and ensure data integrity. However, sometimes it is alright to have both. The Bank Feed may be suitable if you prefer manual control and use QuickBooks' matching functionality for incoming payments. Direct Integration may be a better choice if you want to streamline your accounting process with automation and advanced features.

Post all Rho transaction & bill data—from card spend to banking to AP—directly to Net Suite with our custom-built Net Suite Integration. Rho automates data entry and seamlessly maps transactions to your GL, helping keep your books accurate and up-to-date. Let Rho do the heavy lifting, so you can focus on higher-impact business activities Net Suite Integration Set-Up Please follow our step-by-step guide here for instructions on how to connect NetSuite to Rho. Our team is here to help you ; please reach out to your dedicated Rho Specialist or the Rho Client Service team via chat or email. Please note that the NetSuite accounting integration is available for both Single-Subsidiary and Multi-Subsidiary NetSuite Clients. This includes NetSuite "Standard" clients or NetSuite One World clients. Net Suite Mapping Designed for complete control, our Net Suite Integration allows you to create mapping rules that map your Rho transactions and bills to the right ledgers in Net Suite. This allows your accounting team to streamline operations for managing the books. Net Suite data, that can be used to code transactions, is automatically imported into Rho and includes: Chart of Accounts Classifications Customers Departments Locations Vendors Syncing to Net Suite Once you have created mapping rules , you are ready to sync to NetSuite. For maximum control, you can choose to sync a single transaction or all transactions. See our article "How to Sync to Net Suite" for detailed instructions. What information can I view in the Accounting Tab? Once you have connected Net Suite to Rho, use the Accounting Tab in the Rho platform to manage mapping rules, view transactions, and make necessary changes. The Accounting Tab includes three subsections: Dashboard Mapping Rules Settings How are transactions posted to NetSuite? Rho Transactions Net Suite Module used to post transactions Corporate Card Monthly Card Credit Card Module One Day Card Check Module Bank Transactions Incoming ACHs, wires, outgoing ACHs, wires, transfers between accounts Check, Deposit, and Journal Entry Modules AP (bill) Bill Module AP (payments) Bill Payment Module Where will I see Rho data in NetSuite? When you click into a single transaction, all fields coded within Rho are populated here. Transaction level fields: Subsidiary, Vendor, Account Expense/line level fields: Account, Department, Class, Customer, Location, Vendor Memo: [Cardholder] to [merchant] - e.g., John to Uber Receipt: A receipt is synced over as a file attachment. To see the attached receipt for a specific transaction: Transaction View — Go to the line item section — Select communication files Some Net Suite Vendors are not showing in Rho Note that each time a new Vendor is created in Net Suite, you must click on the Refresh Attributes button in your Rho dashboard.

With Rho's native NetSuite integration, you can eliminate manual data entry and automate everyday workflows. Rho connects directly via APIs to NetSuite—not via the bank feed on NetSuite—for a seamless, automated integration experience. Follow the step-by-step instructions below to set up an integration between your Rho Account and your existing NetSuite account. Before you Proceed: Your dedicated Client Development Specialist is here to guide you through the integration setup; please give us a call before you begin. Please ensure you are signed in as an Administrator on NetSuite and that you are a Bookkeeper, Admin, or Account Owner in Rho. Navigate to the Integrations Setup Page in Rho Sign into Rho's platform and click the Integrations icon from the left-hand navigation bar. Then click the NetSuite icon and select Connect to NetSuite from the dropdown. You will be directed to the Integration setup page for NetSuite, click Get Started. 1. Enable integration functionality in NetSuite In NetSuite, hover over Setup > Company, and click Enable Features. When in the Enable Features page, select the Suite Cloud tab. Under the Suite Cloud tab, go to the section Suite Cloud (Web Services) and please ensure the following 3 checkboxes are checked: SOAP WEB SERVICES REST WEB SERVICES TOKEN BASED AUTHENTICATION Click Save. 2. Create the integration in NetSuite In NetSuite, navigate to Setup > Integration > Manage Integrations and click New. Name the integration " Rho Integration " Under Token-Based Authentication, check the boxes for TOKEN-BASED AUTHENTICATION and TBA: AUTHORIZATION FLOW . Under TBA: AUTHORIZATION, paste in the below callback URL: https: //api.rho.co/webhook/netsuite_authorize_callback Uncheck the AUTHORIZATION CODE GRANT in the OAuth 2.0 section Click Save . IMPORTANT: After saving, you will receive two credentials at the bottom of the page: Consumer Key and Consumer Secret . Please copy and save these nearby (e.g. in a notes document), as you will need them in Step 5. 3. Install the bundle in NetSuite In NetSuite, go to Customization > Suite Bundler and click on Search & Install Bundles . Type into the search bar "Rho Accounting Integration" Select and install the bundle with the bundle ID: 436739. It is key that you select 'Install Bundle', or the integration will not work. Please Note: NetSuite may take a few minutes to download the bundle. 4. Deploy the script After installing the bundle, go to Customization > Scripting > Scripts > New . Select or type in rho_production.js and click Create Script Record Name the script Rho Integration API , then click the arrow on the save button and click Save&Deploy In the Script Deployment screen, set the Status to Released and the Log Level to Error Under Audience Roles check Select All Click Save . IMPORTANT: After saving, you will receive the External URL. Please copy everything that comes after "restlet.nl? (See screenshot example below). Save this nearby, you will need this in Step 5. 5. Authenticate your account In Rho, enter the following three details that you saved in Steps 2 and 4: CONSUMER KEY CONSUMER SECRET EXTERNAL URL EXTENSION Click Authenticate. 6. Allow Rho Integration access in NetSuite You will be redirected to log in to NetSuite, please enter your NetSuite login credentials. Grant Rho Integration access to your NetSuite account by clicking Allow. The connection is now complete and you will be redirected back to Rho. Next Steps: Before you proceed, we recommend you speak with your Client Development Specialist who is happy to guide you through this process. The following steps should be completed in the following order. Set Up Account Mapping Set Up Transaction Mapping Sync to NetSuite Please Note: Account Mapping allows you to select the Bank, Credit Card, Accounts Payable, and Treasury Chart of Accounts in NetSuite that you would like to map transactions and bills to. If you already are tracking Rho transactions in a designated Co A, this allows you the ability to continue posting Rho transactions to that exact Co A. If you do not select a NetSuite Co A (via the NetSuite Mapping page) prior to syncing your Rho account, Rho will create these accounts for you in NetSuite and post transactions to those accounts. You may rename this account, but, if you delete this account, the integration between your Rho and NetSuite account will not work. If you have been uploading. CSV files to sync your Rho account with NetSuite so far, please give us a call, so we can easily get you set up.

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.

When receiving a customer's payment, you'll need to use the Receive Payment option instead of recording it as a Bank Deposit . This will ensure that the invoice can be marked as paid in QBO. Navigate to the Accounting on the left panel and select C hart of Accounts Select the account where the payment was deposited and then click view register Then click Edit Once on the Bank Deposit Screen, select the customer's name in the R eceived From the column. In the Accounts column select Accounts Receivable Click S ave and close . The payment will show up as a credit in the Receive Payments tab.

If you're not taking advantage of Rho's direct integrations , you can use Rho's custom CSV exports to add Rho transaction data to your accounting software. Navigate to the relevant tab you want to export (Banking, Bill Pay, Expenses, etc.). Click Export. 3. Select the date range & the fields you want included in your export. 4. Download CSV. Note: For Quick Books Desktop, you can use their batch import transaction process or convert the CSV into a Quickbooks-compatible file.

To get started, sync your data with Quick Books. Here's how . Next, open your Quick Books account. Click the Accounting tab, and select Chart of Accounts. That's where your Rho transaction data will flow. Because our native integration allows for more data to flow from Rho to QBO — including receipts and other information — transaction data will not be available in the Banking tab. Email us at clientservice@rho.co or give us a call at 855-7-GETRHO with any questions.

If you have already set up your Quickbooks integration by following these steps , you are now ready to Sync. To sync all of your transactions from Rho to Quickbooks, go to the Accounting Tab, click on the transactions you want to sync and select "sync transactions." If you want to sync all transactions over then click the sync button in the top right and select the period you want to sync. Important notes Receipts will also transfer to Quick Books if you store them in Rho. Please be advised that this is not supported when syncing Treasury transactions. This is a manual process. You must click this Sync Quickbooks button each time you would like to reconcile your Rho account in QB. Your transactions will flow through to Quickbooks and appear in the CHART OF ACCOUNTS tab. If you've been using CSV uploads to sync your Rho account with Quickbooks so far, please give us a call. We'll get you set up. When you connect QB to Rho, you will see a new account in your COA tab titled "RHO [Checking Account Digits]". This is your primary account and is required for your automatic account reconciliation. It's OK to rename this account, but please don't delete it, or your integration will not work. The Quickbooks bank feed does not support saving accounts.

After youve set up your Rho integration with your accounting software, youll be ready to sync transactions. Here's a video overview of how to sync single or multiple transactions: Step-by-Step: Single or Multi-transaction Sync Log into the Rho Dashboard and click the Integrations tab from the navigation bar In the Accounting Dashboard, you'll see all settled transactions Navigate to the tab of the transaction(s) you want to sync — Banking, Card, Accounts Payable, or Reimbursement Treasury transactions (currently supported only for QBO and Net Suite) Ensure all attributes are populated in the transaction(s) you want to sync Select the transaction(s) and click Sync Step-by-Step: Single or Multi-transaction Skip Sync Log into the Rho Dashboard and click the Integrations tab in the navigation bar In the Accounting Dashboard, you'll see all settled transactions Navigate to the tab of transaction(s) you want to sync -- Banking, Card, Accounts Payable, or Reimbursement Treasury transactions (currently supported only for QBO and Net Suite) Select the transaction(s) and click Skip sync Step-by-Step: Bulk Sync Ensure all attributes are populated in the transaction(s) you want to sync Click Sync at the top right of the screen, ensuring no specific transactions are selected Choose which types of transactions (Banking, Card, AP, Reimbursement) & period you'd like to sync Treasury transactions (currently supported only for QBO and Net Suite) Click Sync

You can integrate Rho with your accounting software to automate the reconciliation process and eliminate manual data entry. To connect Rho to your Sage Intacct account, follow the step-by-step instructions below. If you need any assistance during the set-up process, contact our Customer Success team at 1 (855) 7-GETRHO or clientservice@rho.co , and we will gladly assist you. Note: You will need to have full Sage Intacct admin privileges to complete the following steps. Contact your Sage Intacct administrator if you have any questions. Additionally, if your transaction requires a "project" or "job" to be entered in Sage, we are unable to support it syncing over from Rho at this time. Get Started in Sage Intacct First, you will need to ensure Sage Intacct Web Services are enabled. Sign in to your Sage Intacct account Go to CompanyAdminSubscriptions Enable Web Services. Create a Web Services User Next, you will need to create a Web Services user. Go to Company Admin Web Services Users Click the Add button on the top right and fill out the following fields: Set User ID to " Rho " Fill in the Last Name , First Name, and Email Address fields Note: Use your personal information and business email for these fields. You will receive an email later with credentials, so it is important that this is your email. User Type should be Business Admin Privileges should be Full . After creating a Web Services User, one of two things will happen, depending on your role settings in Sage Intacct: You will be redirected to select permissions for the Web Services user. If this occurs, proceed to the Set Permissions section of this article. You will not be redirected at all. In this case, proceed to the Create a Role section of this article. Create a Role If you create a Web Services user and you are not redirected to set permissions for this user, you will need to create a role and assign the user to that role. Go to Company Admin Roles and click Add in the top right corner Name the role, "Rho Role" Click Save Proceed to the Set Permissions section of this article. Set Permissions Select the check box next to the application/module. This will select all permissions Once you select all boxes, you will need to click into each set of permissions and select all desired permissions. If you use the All field, make sure to check that there aren't multiple sections within one permission group Once you have thoroughly selected and checked on all permissions, click Save Assign Role to the Web Services User After creating a role, go to Company Admin Web Services Users and select Edit next to the Web Services user you set up Click on the Roles Information tab and, in the rows listed, select the role you created and select Save in the top right corner to finalize your changes Authorize Rho as a Sender on Sage Go to Company Setup Company Click Security and click Edit on the top-right Scroll down to Web Services Authorization and select Add in the top left Fill out the form as follows: Sender ID: rho.co Description : Rho Integration S tatus : Active Sender ID: rho.co Description : Rho Integration S tatus : Active Click Save to submit your changes Navigate Back to Rho & Complete the Final Step To complete the integration between your Rho account and your existing Sage Intacct account, follow the step-by-step instructions below. Sign in to Rho and navigate to the Integrations tab in the left-hand navigation bar On the Integrations page, click Connect located under Sage Intacct Add your Sage Intacct login credentials and click Continue. Congratulations, your Rho account is now set up to integrate with Sage Intacct. Once the integration is set up, we recommend signing back in to Rho to complete the following steps: To set up your account and transaction coding preferences, use our create mapping rules article To set up your syncing preferences, use our How to sync transactions article.

The following instructions describe how to set up a bank feed connection between your Rho Account and your Xero account. The bank feed allows you to easily manage multiple connections to your different organizations. Rho connects to Xero to pass transactions from Rho's checking accounts every 24 hours. The daily bank feed sync occurs each day at 3: 00 AM EST. Connect to Xero in Rho To enable this connection, navigate to the Integrations tab within your Rho account and click on the + button next to Xero. Once youve clicked on the + button, you will be redirected to the Xero connection. To start the setup, please click on the Start Setup button. Log in to Xero Enter your Xero credentials and complete the 2FA required fields. Once logged in, you will be prompted to accept access to set this connection. Click on Allow Access. Map Accounts After completing the login process, you will be given the option to map accounts. At this stage, you can choose the Rho and Xero accounts from which you want your transactions to be streamed. Once youve completed your desired mappings, click on the Finish button. Setup complete Congratulations, your Rho account is now set up to integrate with Xero.

You can create custom accounting attributes in Rho which will be included in your CSV exports to make reconciliation with your accounting software easier. Custom Attributes Overview Rho's custom attributes capability enables complex businesses to create up to 5 discrete categorizations for card and banking transactions, facilitating sophisticated, accurate mapping to their accounting ledgers. Once custom attributes are defined for your company, transactions can automatically be tagged to these labels, allowing your accountant to seamlessly sync Rho spend activity to the books with minimal manual lift. In this article, we will cover: How to create and configure custom attributes How to automate attribute values by default for transactions from specific cards How to require addition of attribute values for employee expense submissions How custom attributes appear when exporting expense CSVs How to create and configure custom attributes Account Owners and Administrators can create up to 5 custom attributes and define their values by accessing the Rho Attributes setting page. Click on Settings from the Toolbar. Select Custom Attributes under Configuration. 2. Click Add New, where you will be prompted to choose a Free Text or Multiple Choice Option . Free text allows users to add an arbitrary text, while Multiple choice requires selection out of predefined options. 3. Once you have created an attribute, you can click the pencil icon to edit. In the popup, you can add new multi-select values, as well as archive unnecessary values. For multi-select attributes, you can import values for the attribute in bulk. How to automate attribute values by default for transactions from specific cards You can use advanced card controls to assign attribute values for specific cards, so transactions from these cards automatically are mapped to these specific values, without further manual mapping required. First, access the specific card that you wish to make changes to through the cards tab in the Rho Platform. Once you have selected the specific card, click View Card Settings in the Actions dropdown. 3. Ensure that you have Assign Rho Attributes toggled On in the Advanced Controls section ("Off" by default). 4. Only multi-select attributes are available to be added to specific cards. You must select one attribute value to default each card. How to require the addition of attribute values for employee expense submissions You can also use the expense rule builder to ensure that employee expense submissions are directly mapped to accurate attributes and values. 1. Access Settings from the Toolbar, and under the Expenses Settings , click on the Expense Rules section: 2. Click the Add Rule button, and under the Action section in the rule builder, you will be able to checkmark the requirement for specific attributes that you have defined (for example, Location). Hit Save. How custom attributes appear when exporting expense CSVs Now, when you go to export CSVs for company or personal expenses, each attribute will populate in a distinct column.

Rho offers a powerful feature for automating your accounting processes: Mapping Rules. For an overview of how transaction coding works at Rho, please reference How Does Coding in Rho Work? This functionality allows you to streamline your accounting by setting up rules that automatically assign multiple attributes to transactions based on specific conditions.This guide will walk you through how to configure your account and attribute mapping so that you can save time closing your books as we automatically map attributes to your records. Before you can set up mapping rules, you have to enable direct integration between Rho and your accounting software. See full instructions below: Quick Books Online Net Suite Sage Intacct IMPORTANT: Ensure all necessary accounts (e.g., credit, checking, and other accounts) are created in your accounting software. Once all the required accounts are created, click Refresh Attributes in the top right corner of the Accounting tab for the new data to appear in Rho. This can sometimes take a few minutes. Understanding Advanced Mapping Rules Advanced Mapping Rules enable you to define conditions under which multiple transaction attributes, such as location, department, class, and customer, are automatically assigned. This eliminates the need for creating multiple individual rules for each attribute, significantly reducing manual effort and enhancing automation. For example, with one rule, you can define that if the vendor is Starbucks, then the location is New York, the department is Marketing, the class is Social, and the customer is Jack. Account Mapping connects any Rho account (Card, Checking, Treasury, or Accounts Payable) to an existing or newly created Chart of Accounts (CoA) in any accounting software. As a result, all transactions associated with that Rho account are automatically transferred to the corresponding CoA in the accounting software. Getting Started with Mapping Rules To create mapping rules in Rho, follow these steps: Sign in to your Rho account in the desktop app, navigate to and select the Accounting tab in the left-hand menu in Rho. Select Mapping Rules: then select the Entity from the list to create mapping rules. Note that all changes are saved automatically. You will now see the Ledger tab, where you set your default rules. These default rules direct all unmapped transactions to a specific Income and Expense ledger in your accounting software. Define the Rules : In the rule configuration interface, specify the Condition that triggers the rule. For example, if the transaction involves a specific vendor like Starbucks. Add or Edit Rules : Click Create Rule + to create a new rule. To edit an existing rule, click on the pencil icon. Create Advanced Rules: You can create advanced rules from two places. Navigate to the Advanced Rules tab, and click on Create Rule + . Selecting a rule, clicking the three dots, and selecting Create Advanced Rule . . Navigate to the Advanced Rules tab, and click on Create Rule + . Define Advanced Rule: You can add conditions that have to be met for something to be input, or a single condition has to be met for many inputs. Under Mapping and Conditions, list the multiple attributes that should be automatically assigned when the condition is met. For instance, you can set the location to New York, the department to Marketing, the class to Social, and the customer to Jack, all within a single rule. Complex Rule Priority: Remember, in scenarios where multiple rules could apply to a transaction, Rho prioritizes the more complex rule. This ensures that the most detailed and relevant data is captured for your accounting needs. Once you've defined your rule, click on Continue . Specify the Timeframe: If necessary, define the Timeframe during which the rule should be active. This ensures that the rule only applies to transactions within a specific period. Note : Mapping rules apply forward-only from the time they are created. When you create a new rule, it will automatically apply to transactions from that point onward. Any rules already applied to past transactions are unaffected. Save the Rule: After configuring the condition(s) and action(s), click Create & Apply Mappings . The rule will now automatically apply the specified attributes to transactions that meet the condition(s) within the defined timeframe. Mapping Rules for your Attributes Here is a list of the various Rho Attributes you can map to your Accounting Software. See the descriptions below. Departments: Departments in Rho are used to classify transactions across your cost centers. You can create departments by project and more (e.g. assign cards, transactions, or people to budgets to help you manage your organization's expenses). Labels: Labels are the equivalent of classes in your accounting system. You can create custom labels to help categorize your spending and assign labels to any budget, transaction, or bill directly in Rho. Cards: Virtual or physical Rho cards created in your Rho account can be assigned to transactions (e.g., John Smith Card, Google Ads Card, IT Saa S Card, etc.). Merchants: The vendor or recipient of the goods/services (e.g., Google, Uber, Smith Supplies) can be assigned to transactions. Merchant Categories: The classification of the vendor's business by the type of goods or services provided (e.g., Taxis/Limousines, Courier Services, Electronics Store) can be assigned to transactions. Vendor: A vendor is any person or business you want to directly send money to (via ACH, Wire, or check). You can create and save vendors in your Rho account. Best Practices for Using Complex Mapping Rules Prioritize clarity: Ensure that the conditions and actions in your rules are clearly defined to avoid confusion. Review regularly: Periodically review your mapping rules to ensure they remain relevant and update them as necessary. Utilize the most complex rule: In cases where multiple rules could apply, Rho will prioritize the more complex rule to ensure the most detailed and relevant data is captured.

You can link your Rho account to your Quick Books Online instance via the Quick Books Bank Feed. The following data will be sent from Rho to Quick Books for both banking and card transactions. Name‍ Example Value Description id “8fe55f65-b5f0-42bb-b049-02aca4ba12f0” ID that refers to a particular transaction at Rho date “2023-07-01” Date that corresponds to what the Rho customer sees on his/her bank statement description “Google, INV AY2304832 HWV230928-2388” ]Corresponds to the sender or recipient in a transaction, appended with the memo/reference that appears within a Rho bank statement As well as any notes added to the transaction from within Rho. amount_cents “11115” Amount of the transaction in cents, e.g. 11115 for $111.15 type “credit” Money flow direction as the transaction appears in Rho’s banking statements status “posted” “Posted” refers to “settled” within Rho Additionally, each pushed card transaction will include additional fields: card number , merchant name , memo , and internal note . These enhanced fields help improve categorization accuracy and make reconciliation more efficient. How to generate a token In your Rho dashboard, navigate to User Settings , by clicking on your name in the top right corner. In the User Settings page, scroll down to the Access Tokens section and click Generate New Token . In the integration dropdown, select Quickbooks and then click Generate . In the following pop-up window, youll see your new token. Copy the token to use in Quickbooks. Note: Tokens are associated with a particular user. Once token is generated, copy and store in safe place; cannot be re-accessed Connecting in QBO As an Admin, navigate to Bookkeeping > Transactions > Bank Transactions , then click Link Account. To watch a walk through of how to connect your bank account, click here . First, search Rho in the first window. (Note: you will need to scroll down a bit) Select Rho and then add the token you generated above. After successful connection you will be required to select from which Rho checking account you would like bank transaction information to originate from. Then select an existing or create a new account in QBO where the transactions will post. Choose the date start range you would like transactions to come in from. You will now see your transactions from Rho ready for you to Confirm & Review . How to revoke a token You can revoke a token by navigating to the User Settings page > Access Tokens and clicking the three dots next to your active token, then select Revoke . Revoking a token will stop the flow of transactions into Quickbooks Online.

Rho has native integrations with Net Suite, Quick Books Online, Sage Intacct, and Microsoft Dynamics 365. Here's a quick video video of how to get started: Step-by-step To set up an integration, log into your Rho account. Click the Integrations tab in navigation bar Click on the "+" next to your accounting software Follow the steps in the guided integration. Dive deeper For more in-depth guides to integrating with your accounting software, dive into the relevant section: Net Suite Quick Books Online Sage Intacct Microsoft Dynamics 365

This article guides you through the process of syncing reimbursements and disbursements from your account to Accounting Software. When syncing reimbursements, you will need to sync the reimbursement object, which will appear as a Bill in QBO. Once this is completed, you can then sync the disbursement, which will sync as a Bill Payment, marking the bills as paid. Important Notes All Transactions Must Be Settled: Ensure that reimbursement and disbursement transactions are settled before syncing. Unsettled transactions will not sync and may cause discrepancies in your financial records. Sync Order Matters: It's recommended that reimbursements first be synced with the corresponding disbursements to ensure that bills in QBO are properly marked as paid.

Error/Issue Explanation Resolution Accounting Connection is not valid: Please review the error and make adjustments in your accounting software if necessary. There is likely an issue with your credentials or connection settings. Reconnect the integration using a valid username and credentials. Accounting period closed: Rho is unable to sync a transaction to a closed period. Please skip syncing this transaction and manually record the transaction in your GL software. No more transactions can be synced because the accounting period is closed. This is a manual setting in your accounting software. Manually reconcile the transaction in your accounting software, as syncing a transaction to a closed period is not possible. Attachment size too large: please upload a smaller attachment or compress the file and try again. The attachment added to a transaction is too large and was rejected by the accounting software. Compress the attachment and re-upload it. Replace it with a smaller file. Retry syncing after making the changes. This Bill has been deleted. Please skip the transaction from syncing or unarchive the Bill associated with this transaction. An attempt was made to sync an archived or deleted bill which is not allowed. Unarchive or restore the bill in your accounting software. Retry syncing the transaction. Alternatively, skip the transaction during syncing if it should remain deleted. This Bill is not yet ready to sync. You can sync this bill after it has settled or skip syncing this transaction. The bill is not yet processed and cannot be synced when in a draft state. Click on Send to Payments to process the bill. Once the bill is in the Processed state, retry syncing. Accounting attribute is invalid, missing, or cannot be applied to this transaction. Please check your GL software and sync again. A value selected in Rho such as, an accounting attribute) doesn't exist, is inactive in the accounting software, or isn't applicable to the transaction type. Change the value of the attribute to a valid one (either active or appropriate for the transaction type) Or skip the transaction and enter manually into your accounting software. Invalid accounting attribute reference: Please change the highlighted attribute and try again or review the available accounting attributes in your GL software. The selected attribute isn't valid for the transaction (e.g., wrong account type for the bill). Adjust the field specified in the error message to a valid attribute, then retry syncing the transaction. This Bill is not yet ready to sync. You can sync this bill when it moves to Processed state. Please process the bill or skip syncing this transaction. The bill is not ready for syncing yet, you can only sync bills when they are ready for payment. Ensure the bill is processed by clicking Send to Payments. Once processed, retry syncing the transaction. Alternatively, skip the transaction if syncing is not required. Journal does not exist, please create it in your ERP before re-attempting sync. The specified journal does not exist in your Business Central account. Create the appropriate journal in your Business Central account, then retry syncing the transaction. We need to know the default ledgers you want to use for all transactions. Please go here and select a default ledger. The account's mapping rules aren’t set up properly or need to be added. Navigate to Accounting tab > Mapping Rules > Ledgers. Map the appropriate Rho accounts to your accounting software's Chart of Accounts. We need you to fill in the missing field before we can sync this transaction. A necessary field (e.g., Invoice Number, Invoice Date, Due Date, Vendor) is missing. Fill in the missing field as indicated, then retry syncing the transaction. You’ve selected to skip this transaction when syncing, to change the status remove the skip selection here and sync the transaction again. The transaction was marked to be skipped during syncing and so cannot be synced. Uncheck the Skip Sync option for the transaction. Retry syncing. This transaction was already synced from Rho but has since been deleted in your accounting software. Please Skip syncing this transaction and record the transaction manually in your accounting software. The transaction was previously synced but then deleted in your accounting software. To record the transaction you will need to manually enter the transaction in your accounting software. Selected value does not exist in ERP: Please review the attributes you are trying to assign are active in your GL software. A selected attribute in Rho is invalid, inactive, or incompatible with your accounting software. Update the attribute in Rho to a valid, active value appropriate for the transaction type, then retry syncing. Otherwise recreate the attribute in your ERP. Sorry, we're experiencing an issue on our end. Please wait and try again later. If this issue persists please contact the Client Service team using the Help & Support button. An internal system error has occurred. Contact the Client Service team via the Help & Support button for assistance. Split transactions do not add up to total transaction amount. please adjust one or more of the amounts for transactions you are splitting. The sum of the split amounts does not equal the total transaction amount. Adjust the split amounts so that they sum up correctly to the total amount, then retry syncing. This feature is not included in your subscription plan for accounting software. Please visit your accounting software to ensure you have the right subscription for your current needs. Your current subscription plan with your ERP does not include the attempted feature. Review your subscription plan for your ERP and consider upgrading to access additional features if necessary. This transactions has been locked in your accounting software and thus can not be edited via Rho. Please skip sync this transaction and make any manual adjustments directly in your accounting software The transaction is locked in your accounting software and cannot be modified via syncing. Any changes must be made manually within your accounting software. This transaction has already been recorded in your accounting software. If you need to make changes, please do so directly in your accounting software. The transaction has been paid and is no longer editable. Any edits need to be done manually directly in your accounting software. This transaction was already synced from Rho but has since been deleted in your accounting software. Please skip sync this transaction and record this transaction manually in your accounting software if needed. The transaction has been voided in your accounting software. Skip syncing the transaction and record any adjustments you need directly in your accounting software. Transaction has no amount. Skip the transaction during syncing using the Skip button. The transaction amount field is empty. Enter the transaction amount. If the amount is not available, skip the transaction during syncing. Transaction has not settled. Please wait and try syncing again once transaction has settled or skip syncing this transaction. The transaction is pending and not yet settled. Wait for the transaction to settle. Once settled, retry syncing. Alternatively, skip the transaction during syncing. Transaction line count does not equal to ERP. Review lines before retrying or skip transactions during syncing using the Skip button. The number of splits in Rho does not match the number in Business Central. Adjust the number of splits in Rho or Business Central to match. Ensure each split corresponds correctly. Retry syncing the transaction. Reimbursements must have a single vendor for all transactions. Please adjust your vendor selections and re-sync All associated transactions must have the same vendor for reimbursements. Ensure all related reimbursements have the same vendor. Update the vendor information as necessary. Retry syncing. Unable to push transaction, no Account found for the transaction. No account is set on the transaction. Add the appropriate Account to the transaction, then retry syncing. Unable to push transaction, no Location found for the transaction. No location is set on the transaction. Add the appropriate Location to the transaction, then retry syncing. Unable to push transaction, no Vendor found for the transaction. No vendor is set on the transaction. Add the appropriate Vendor to the transaction, then retry syncing. Business Validation Error: You can’t use an Accounts Payable account on the detail portion of a Bill.(QuickBooks Online) QuickBooks Online does not allow using an Accounts Payable (AP) account in a bill's line items because bills are meant to increase liabilities (AP), not directly expense them. Ensure the account selected for the bill's line item is not an Accounts Payable account. Adjust the account selection within QuickBooks Online, then retry syncing. Associated bill must be pushed before payment record. Please sync associated bill and then resync the payment. The associated bill needs to be synced before the payment can be synced. Sync the associated bill first. Then sync the payment transaction. You must enter at least one line item for this transaction. No line items have been added to the transaction. Add at least one line item with details like description and amount. Retry syncing. Associated reimbursement must be pushed before the payment record. Please sync the associated reimbursement and then resync the payment. The associated reimbursement needs to be synced before the payment can be synced. Ensure that the payment has settled. Sync the reimbursement first. Then sync the disbursement. Missing mapping rule for Node _0000. Please go to Mapping Rules in the Accounting tab and create a rule. A primary Cash (Checking) account does not have a mapping rule. Navigate to Accounting tab > Mapping Rules > Ledgers. Set up the desired Chart of Accounts (CoA) mapping. Retry syncing. Troubleshooting Tips If you're experiencing problems with values from your accounting software not appearing in Rho, or if bills are not being pulled into Rho as expected, please follow the troubleshooting steps below to resolve the issue. Values from the Accounting Software Are Not Being Pulled into Rho To refresh and sync attributes from your accounting software: Navigate to the Accounting tab and select Dashboard . Click on the three dots menu () and select Refresh attributes . Note: It's important to refresh attributes whenever changes are made in your mapping rules or accounting software. Bills from the Accounting Software Are Not Appearing in Rho If you've enabled the option to pull bills from your accounting software, but they are not showing up in Rho, try the following steps: Check the Bill Amount Ensure that the bill amount is not $0, as bills with a zero amount will not be pulled into Rho. Verify the Bill Creation Date Bills older than 30 days may not be pulled unless you set a different initial pull date during configuration. Enable Bill Pulling Go to Bill Pay and select Settings . Ensure that Use Accounts Payable from [Accounting Software] is set to On . Click Save . Confirm Vendor Setup Verify that the vendor exists and is active in Rho. Ensure there is a mapping rule set up for the vendor or that a default vendor is configured. Check the Bill Status Draft bills will appear under Bills . Payments will appear under Payments . Remove Any Filters Check if any filters are applied that might prevent bills from displaying. Remove or adjust these filters as necessary. Perform a Manual Sync Bills are synced at specific times each day. To sync immediately: Navigate to Bill Pay and select Bills/Payments . Click on Sync bill from [Accounting Software] . Click Refresh within the same tab.

Merchant to Vendor allows users to automatically create vendor profiles in their GL software when they spend money with a merchant more than three times. With this, users on Rhos platform close their books faster by more tightly coupling their information between Rho and their GL platform. While also improving automated transaction coding by tying more transactions to known entities and evaluating spending across all vendors and merchants, giving users a uniform and more granular insight into their spending. Users can toggle this option on or off from their settings page. As a default, this feature is not turned on. When a user spends with a Merchant more than three times. We create that Vendor in the GL software that is directly integrated with Rho Important things to note: This process occurs every 6 hours. So, Vendors will not be populated immediately. This feature only considers merchants after the toggle is turned on, so any Merchant transactions before that date wont be counted. We perform smart matching to ensure there will not be duplicate Vendors created in your GL software. This feature is available for all users with a direct integration. This means that users on our bank feed connections for Quick Books and Xero will not be able to utilize this feature

Yes! If you'd like your department tags to flow through Quickbooks, you can create a "rule" on the Quickbooks platform! In Quick Books Online, go to: The left-hand side navigation bar > Transactions > Banking > top right click on the down arrow on File upload > Manage Rules . Click > New Rule . Rule Name: This is the name that will show up when a transaction is automatically filled out for you based on the rule .

Weve released a Beta program for our Accounting Co-pilot functionality. With this feature, users are now able to click a button to get suggestions for all GL software attributes that are unfilled for transactions where we are confident in our recommendations. Then, users can accept the suggestion in order to fill in the attribute. Youll do this by clicking on the green checkmark next to the attribute. If you dont want to accept the suggestion, you can either ignore the suggestion or fill in the suggestion with one of your own. In order to use this feature, navigate to the accounting dashboard, and youll see a generate suggestion button above your most recent transactions You can click this button, and your co-pilot will generate suggestions for all available fields for which it has enough data. It will do this for the transactions you have available in your view that do not already have an attribute assigned. You can also generate suggestions for a single transaction by navigating into the transaction detailed view and selecting the generate suggestion button. Suggestions must be accepted before they can be applied; if the suggestion is not accepted, no attribute will be recorded. You can toggle suggestions on or off on the accounting settings page.