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To set up approvals for your bill payments: Click on the Settings tab in your navigation bar. Under Security, click on the Payment Approvals . Click Change to configure your approval settings. Next to the "Require approval for all outgoing bank payments", toggle to On. Then, click + Add Rule to create a custom approval rule for your organization. In the pop-up window, fill out the form with your desired configurations. The logic works as follows: For X amount or above, X number of approvals are required. You can then add individuals who will act as approvers for this rule. Note that only users who are part of your organization can be added as approvers. If you don't see the user you are looking for, you can invite them to join via the Invite User button. So, if you set your minimum amount as $50 and your number of approvals at 2, then any transfer of fifty dollars or more must receive two approvals from two separate people designated in the Approver list before the outgoing payment can be sent. Click on the Save button to create the rule. Note: You can create multiple rules. When you are finished making changes, click the Save button in the top right corner to save and apply the rules you created.

Send a payment for approval In your Rho Dashboard, navigate to the Bill Pay tab in the left-hand menu, then select the Payments section. On the line of whichever bill you would like to submit, click the View button. In the next screen, fill in any missing information in the Details section. If you'd like to submit a bill for approval, click the Send for Approval button in the top-left corner. Otherwise, you can leave the bill as a draft and return to the main Payments page by clicking the back arrow. If the user drafting the payment is an approver, the Send for Approval action will count as the first layer of approval. Send to approval from table (single and bulk) In your Rho Dashboard, navigate to the Bill Pay tab in the left-hand menu, then select the Payments section. On the line of whichever bill you would like to submit, click the three dots on the right-hand side of the screen. In the pop-up menu that appears, click Send for Approval. To send multiple bills concurrently , click the empty boxes on the left side of the bills you want to send. Once you have selected all your desired bills, click on the Send for Approval button at the top right of the bills table.

Schedule vendor payments in Rho to align them with invoice due dates, cash flow needs, or early-payment discounts. Schedule a bill payment In your Rho dashboard, go to Bill Pay > Bills . Open the bill you want to pay. If the bill isn’t in Rho yet, click + Add Bill to upload it or forward the invoice to your dedicated Bill Pay inbox. Rho will use OCR to create a draft bill. Review the vendor, amount, invoice number, due date, and accounting details. Select a payment method and enter a future business day as the Payment date . Click Pay . If the payment requires approval, click Send for Approval instead. Once any required approvals are complete, Rho schedules the payment for the date you selected. Update the payment date for a draft You can update the payment date for one or more draft payments: Go to Bill Pay > Payments and open the Draft table. Select the payments you want to update. Click Update Payment Date . Select a new date and confirm. You can update the payment date for checks, ACH transfers, wires, and single-use virtual cards in the Draft table. Revoke a scheduled payment To cancel a payment before it is released: Go to Bill Pay > Bills . Filter the table by Payment Scheduled . Click the three dots next to the payment. Select Revoke , then confirm. Important notes before you schedule Scheduled payments are released at approximately 4:00 a.m. ET on the payment date. Payments requiring approval must be approved before the scheduled release time. Schedule bill payments for a future business day . Payments scheduled for the same day or a weekend will not be released and may appear as overdue. Depending on your account’s security settings, you may be prompted to complete two-factor authentication. Your confirmation notification will indicate whether you need additional approvals.

Enable bill sync To sync bills from your accounting software: Go to Bill Pay > Settings (gear icon). Find Enable Bills from [accounting software] and toggle it ON. Select the date you want Rho to begin syncing bills from. Click Enable to save your settings and turn on bill sync. Which bills are eligible to sync? A bill must meet the following criteria to sync over: The bill must be open and not marked as paid in QuickBooks Online. The total must be greater than $0. The bill must include at least one line item. The bill cannot be more than 30 days old to appear automatically. The vendor must be active in Rho and mapped to the corresponding vendor in QuickBooks Online. Bills that do not meet these criteria will not appear in Bill Pay . If a bill doesn’t appear First, remove any filters applied in the Bill Pay tab: the bill may be hidden from the current view. To pull bills outside the automatic sync window or check for recent updates, go to Bill Pay and click Sync bill from QuickBooks . You can also click Refresh from the same tab to update the list.