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The Rho application allows you to create departments to help you manage your organization's expenses. For example, let's say you wanted to set up a budget of $100,000 for your Sales department. In Rho, you can create a department called Sales and specify the Department Amount as $100,000. Once the department is created, you can ensure that every time you spend money on this department, it is taken out of the appropriate reporting department. Then, from the Department Reporting page, you can view all of the Sales expenditures for the month, quarter, and fiscal year. Once a department is created, you can: Assign a Rho Card to that department so that all transactions using that card are reflected in the department. Associate existing transactions to a department to ensure correct management of your finances. Specify the appropriate department for a financial transfer. Additionally, you can assign specific users to a specific department. Which team members can see these departments? Any employee you add. To add a team member to a Department in order to give them the ability to tag their transactions to that Department, you can follow these easy steps! The amount of cash in my Rho account changed. Do these departments need to be fully funded? No. Creating a department is just like creating a spending budget. For example, you can set a department spending budget of $25,000. That amount will be the budget, whether the account has a $10,000 or $100,000 balance. However, unlike a card limit, you can go over a Department budget. As noted earlier, these are soft limits , just for tracking, not meant to inhibit spending. The Departments Tab Active departments are displayed in tabular format. To view Archived Departments, scroll down the page. Additionally, you can create a new department by clicking the Create Department button. For more information, see Create a New Department. The table provides the following information about your departments: Department Color Label: Displays the assigned color for the department, used for identification in graphs. Department Name: The name of the department. Number of Users: The number of users in your organization is associated with the department. Budget: The amount of money budgeted for the department. Period Spending: The total amount of all expenditures for the specified time period assigned to this department. Reset Cadence: The time period when the department is reset. For example, if the Reset Cadence for your $10, 000 Sales department is monthly, then on the first of the next month, the Remaining Department Amount returns to $10, 000, regardless of the current monthly expenditures. Remaining Spend: The percentage of the spend that remains to be spent for the specified time period. To view a Department's specific activity, click on the Department Name from the reporting list. The Departments Reporting Page Here you can view: Total Spending Total Budget Amount Reset Cadence Graph of Spendsome text You can filter all of the above by a specific date range for Day, Week, Month, Quarter, or Year. You can filter all of the above by a specific date range for Day, Week, Month, Quarter, or Year. Recent Transactions Tagged to that Department Settings The Settings page allows you to: View the Department details and make edits to them. Edit the department name and color. Enter the desired Department Budget and cadence. Archive or Close the Department. Manage Cards, Vendors, and Users(add/delete from a Department)

View Labels In your Rho dashboard, navigate to Reporting > Labels . Click on the specific Label you would like to see details for. Once you open the Label's details page, you can view: The Label's "Period Spending" - This accounts for both credits and debits. If your transactions tagged to this Label have earned more than you've spent, the Period Spending will be displayed as a negative amount. Transaction count - the number of transactions tagged to this label Spending Graph - you can change the period of time this graph covers by clicking on "This Month" to the right in green and setting a specific date range. Recent Transactions - a summary of the 20 most recent transactions assigned to this Label. To view more, you can click View All in grey to the right Edit Label Settings To edit the label's settings, including the label name and associated color, click the Actions Button at the top right corner of the page and select Settings . Specify the new label settings, and click Save Changes . For information about these settings, see How do I create a new label. Spending Graph The graph displays the total spending for transactions assigned to the label for the specified time period. By default, the Spending Graph shows the information as a bar graph, where each coloured bar represents the spending for the month. To change the Spending Graph to a timeline graph, click the timeline icon. Additionally, you can specify the frequency for the graph. Month is selected by default. Move your cursor along the graph to view the details of your Rho accounts for a specific time period. Transactions The Label Details page includes a table that displays the most recent Transactions assigned to the label. To view all transactions for the label, click the View All button.

If a transaction needs to be divided among multiple departments or other attributes, you can use the Split Transaction feature in both the banking and card Transaction Details windows. Please note that the user splitting the transaction needs to be assigned to the department they are splitting the transaction between. With Rho's custom attributes, you can set up fields to attribute spend across fields like locations, GL codes, departments, and job numbers. Learn more about custom attributes here . How to split transactions In the Banking or Cards tab, select the desired transaction to open its Transactions Details window. Click the 'Split Transaction' button at the bottom of the window. Click 'Add Split' for the number of splits you need. In the Amount field, specify the amount allocated for each split. In the Department or Custom Attributes field, select the value associated with each amount. When finished, click 'Save'.

You can easily edit departments by navigating to the Reporting tab in your Rho dashboard and then clicking on your desired department to open its details. Once on the details page, click on the Settings tab . From the Department Settings window, you can edit the following: Department Name Department Color Department Budget Department Reset Cadence Click Save Changes when you have finished editing your budget.

Using Rho, you can view which users in your organization are assigned to a department. When assigned to a department, users can assign specific transactions to the department from the transaction window page. Users with Admin privileges can add a user to a department from the Settings page, where you can also edit and remove the users assigned to the department. To add new users to a department: Navigate to the Reporting tab Select your desired department. You will see the Settings button once on your desired Department's Details page. Click this, and navigate to the User section, where you can click + Add User . You can select your desired user or add a group and save changes by clicking Add Users. To remove a user from a Department Click on the three dots next to the user Click on the Remove from Department button.

To download a CSV for your Department: Navigate to the Reporting tab in your Rho dashboard. Click on your desired Department. Once on your department reporting page, scroll to the Transactions section and click on the Export button on the right-hand side of the screen.

While Rho Departments can be used to categorize expenses and card spend based on company departments, projects, vendors, seasons, etc., labels can be used to track revenue in addition to expenses. Labels are also helpful tools in sub-categorization. You can only assign one Department to a transaction at a time; however, you can assign as many Labels as you would like to one transaction. First, navigate to Reporting > Labels in your Rho dashboard. Click the + New Label button in the right corner to create a new label. Select a name and a color for your new label in the pop-up window, then click Save Changes .

To create a new department, navigate to the Reporting tab in your Rho dashboard, and click the Create Department button in the right corner. From the dropdown, you will be able to choose whether you wish to: Create a manual Department Add Departments from the ERP (ex. Netsuite Attributes) Create a manual Department: From there fill in your desired information regarding your new department. These include: Department Name: Enter a unique name for the department. Department Color: Click the drop-down list to select the department color to be used for identification in graphs. Other departments should not already use the assigned color for your organization. Department Budget: Enter the amount of money in US Dollars budgeted for the account. Department Budget Reset Cadence: Click the drop-down list to select the time period when the department is reset. For example, if the Reset Cadence for your $10,000 Sales department is monthly, then on the first of the next month, the Remaining Department Budget returns to $10,000, regardless of the current monthly expenditures. When you are finished, click Continue. From there, you can add the desired users, cards, and vendors to that department, which will then be automatically coded. Please note that these steps are optional. Add Departments from the ERP You can now add a Department from your ERP account. First, select the desired attributes and values. Once you've set up the desired attributes and values, click on the Continue button. On the next page, you will be directed to Configure departments. The departments shown will be created based on your selections.

Closing a department If you need to make a department budget permanently inactive, you must close it. First, go to your Reporting page and find the one you wish to close. Once you open the department you wish to close, click on the three dots and select Close . Finally, click Yes, Close Department on the confirmation window. The department is deleted from your Rho Account, and can no longer be assigned to transactions. Note: If you need to temporarily inactive a department budget, select Archive . Archiving a department You can archive a department through the same process detailed above, but click Archive rather than Close in the dropdown menu. Archived departments can be reactivated and repurposed for later use. Understanding the Departments page. How do I edit a Department? What Are Rho Departments?

While Rho Departments can be used to categorize expenses and card spend based on company departments, projects, vendors, seasons, etc, labels can be used to track revenue in addition to expenses. Labels are also a helpful tool in sub-categorization. You can only assign one Department to a transaction at a time, however you can assign as many Labels as you would like to one transaction. Users with Account Owner, Administrator, and Bookkeeper user roles can assign banking transactions to a specific Label in the Banking Tab and card transactions to a specific Label in their Cards Tab. Users with Budget Owner and Employee user roles can only assign card transactions to a specific Label in their Cards Tab. To Assign a Banking Transaction: Click the Banking Tab and select the transaction you wish to assign from your recent transactions list. (To view older transfers, select the View All button to the right of Recent Activity.) Once you click on the transaction you'd like to assign, it will open a Transaction Details window on the right side of your screen. Scroll down on the Transaction Details window until you see the Rho Attributes section. There, you can select a Label to tag this transaction to Note: You can only assign one Budget to a charge, but you can assign as many Labels as you would like. To Assign a Card Transaction: To assign a Card charge to a Label, first navigate to the Cards tab and click the desired transaction under Recent Activity (to see additional charges, click View All in grey on the right side). Scroll down on the Transaction Details window until you see the Rho Attributes section. There, you can select a Label to tag this transaction with. Note: You can only assign one Department to a charge, but you can assign as many Labels as you would like

Users with the Account Owner, Administrator, or Bookkeeper user role can assign banking transactions to a specific department in two ways. Assign a Department from Transaction Details First, log in to your Rho dashboard and in the Banking tab, navigate to your desired account and select the relevant transaction. Clicking on a transaction opens the Transaction Details slide-out window, where you can expand the Rho Attributes section, then click Add Department. This will prompt a dropdown list of all of your created departments from which you can select. You can also click on the specific transaction and assign a department to it: Assign a Department from the Transactions Table Alternatively, you can edit the department of a transaction directly from the All Accoubnts transactions table by clicking the department variable dropdown icon 'v' in the Department column and assigning the relevant value. To learn how to assign card transactions to a department, see here . To assign an expense to multiple departments, you must split the transaction. For more information, see How do I split a transaction between multiple departments?