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How Rho Syncs Bill Pay Data in Your Accounting System

By integrating Bill Pay with your accounting software, you can enable a variety of workflows to streamline your financial processes.

Currently supported integrations:

  • Quick Books Online

  • Net Suite

  • Sage Intact

Please reach out to the Rho Client Service team for more information. For guides on how to integrate with each of these accounting software platforms, please see our integration guides. Rho Bill Pay handles two types of records: Bills and Bill Payments.

  • Bills: Rho can either push bill records to or pull bill records from your accounting platform.

  • Bill Payments: Rho pushes bill payment records to your accounting platform and automatically updates the status of the corresponding bill record, regardless of whether it was pushed or pulled to Rho.

By leveraging these integrations, you can ensure that your accounting software and Rho stay in sync, simplifying your accounts payable process.

Bill Records: Rho > Accounting Platform

For those looking for a solution to automate processing bills, Rho offers multiple ways to create bills in Rho 1) email inbox with your dedicated 2) directly uploading the file to the platform. Regardless of creation method, our OCR will parse the following key details from invoice files:

  1. Vendor (and payment details)

  2. Invoice Number

  3. Amount

  4. Due Date

  5. Invoice Date

  6. Payment Terms

Once created in Rho, key data points will need to be confirmed by a user before the bill is Sent to Payments. Any Accounting attributes assigned or automatically applied via mapping rules will also be passed on the Bill record.

  • A bill can also be split either manually or automatically (turn on automatic line level splitting in Bill Pay> Settings > Automated Bill Splitting). These split lines will be represented on the bill record in the accounting platform.

When the bill is sent to payments, the Bill record with all Bill details will automatically be synced into the accounting platform as an Open or unpaid bill.

  • Users can re-sync the bill to update Accounting attributes all the way up until the related bill payment is in a settled state. (note: key data points like amount, vendor, due date, invoice # are not mutable after the first sync. Please either edit the details directly in the accounting platform or Void the bill & recreate if you have errors here.)

Bill Records: Accounting Platform > Rho

For those looking for a solution to leverage Rho for payments at scale & already create bills in their Accounting platform,

To enable Bill Record sync from Accounting Platform > Rho

  1. Ensure Vendors wishing to pay are created in Rho & mapped to Vendor record in Accounting (help articles)

  2. Enable Bill Pay from Accounting (Bill Pay> Settings > Bill Pay from <Accounting>

  3. Select a start date (note this will pull bills with an Invoice date from this day forward

  4. Open Bills that are within date range that have mapped vendors will automatically be synced every 24hrs at ~12AM EST. Bills can be manually pulled by hitting the Sync Bills button at the top of the Bill Pay tables

  5. Payment drafts ready for review & payment will show in Bill Pay> Payments > Drafts

Once a Bill Record has been synced and created in Rho as a payment draft, all payment details will be pre-populated and payments can be sent for approval (if applicable) or scheduled.

For these Bill Records: Bill details are ready only and not editable from Rho (but can be edited from your accounting platform).

Bill Payment Records: Rho > Accounting Platform

Once a payment has been scheduled & paid (ie: the payment has settled) all bill payments will 1) automatically inherit attributes from the related Bill record 2) appear as ready to be synced in Accounting> Dashboard > Bill Pay. Learn more about the accounting dashboard here. Once bill payments are successfully synced to the accounting platform, the related Bill records status will automatically be updated to Paid.

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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.