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What does Rho support? Rho allows you to export vendor details collected to support annual 1099 filing. If you collect W-9s with Rho , W-9 details are available in the Vendor CSV export for you to use for 1099 filing directly to the IRS or with your vendor of choice. Note: For those who filed 2023 1099-MISC or 1099-NEC with Rho, PDF copies of 1099s will be available on the Vendor Profile for export.

You can personalize the emails sent to your vendors by specifying a contact person and adding a custom message to the email footer. This customization allows your contact person's name, phone number, and email address on record with Rho to appear in all vendor notifications. You can also include a tailored message that will be sent to all vendors for different payment and other notifications. To set your customized vendor message: Navigate to the Settings page in your Rho dashboard. In the Configuration section, click on Vendor Messaging . Click on the Change button and enable the custom email message. Select the Rho contact person. This information will appear in the footer of all vendor notifications. Add your custom message that you want to include in vendor communications. Click Save to apply your changes. Your vendors will now receive emails that include your custom message and contact information, ensuring clear and consistent communication. For more information about vendor notifications, please check out our article: How to set up vendor payment notifications

In Rho, specifying a default payment method for your vendors is straightforward. However, it's important to note that our system currently does not allow for specifying a default payment account when there are multiple accounts of the same type, such as two ACH account types. The system defaults to the first account listed. However, there is a workaround if you need to change the default payment method under certain circumstances. Here's how to manage and update the default payment method for your vendors: Check the Default Payment Method : Before making any changes, verify which payment method is currently set as the vendor's default. If the payment method you wish to remove or change is the default and it's the only account of its type, the system will not allow its removal. To get started, access the Vendor Tab and click the ellipsis on the far right of a specific Vendor's item, then choose Edit : Select a New Default If Necessary : If you intend to delete a payment method that is currently the default, ensure another account of a different type is available. Then, you can set this other account as the new default payment method. Deleting a Payment Method : If the first ACH account is not needed and you wish to make the second one the default, you can delete the first account. This action will automatically make the remaining account the default payment method. However, if both account types (two ACH accounts) are necessary, our system currently does not support designating the second one as the default. If the second account is a different type, you will need to set it as the Default Payment Method before deleting the first account. The system prevents the removal of a default payment method if it is the only instance of its type. Always ensure that a default payment account of the same type is available before deleting a payment method. We understand the importance of flexibility in managing payment methods and are continuously working to improve our system to accommodate more versatile functions. If you encounter any issues or have questions about managing vendor payment methods, please don't hesitate to contact our support team for assistance.

How to create Vendors in Rho An active Vendor profile is required in Rho to make payments in both our Banking and AP module. Rho supports a few ways to get your vendors' information and payment methods configured and ready for payment. The first way is to manually create a Vendor. Navigate to Vendors > + Add Vendor . Note: users must have Manage Vendors permission to create & edit vendors Follow the prompts to add relevant information about the vendor. You can always save progress as a Draft vendor if you need to return to it later. Mapping Vendor If your Rho account is integrated with one of our accounting integrations, you will have the option to create a mapping rule for this new vendor. You can decide either: Create a new Vendor in your ERP When you activate this vendor profile, a new Vendor record with the Legal Name indicated prior will be created in your ERP Map to an existing Vendor record Will show you the vendor attributes we have read from your ERP. If you are missing a value, please head to Accounting > Dashboard > Refresh Mapped vendors will automatically associate transactions to this record in your ERP. Invite Vendor You always have the option to request that a vendor create their own profile by entering + Add Vendor, adding the profile name, and inviting the vendor to complete their profile. Learn more about this here . Create Vendors from AP If you are leveraging Rho AP, when we read invoice information and do not recognize the vendor information on the invoice, we will create a Draft Vendor in Vendors> Drafts. You can then complete this profile or invite the vendor to complete their profile. Bulk Upload Vendors Should you have many vendors and payment information on file that you wish to bring to Rho, we are happy to assist you in bulk uploading these details for you. See more details here . Once you have an active Vendor, you can add relevant Tax documents like W-9 forms to their profile, create mapping rules for automating payment reconciliation to this vendor, and review transaction history on the vendor's profile. Note : Paying a bill through the Bill Pay workflow does not currently support Vendor Cards . You’ll be prompted to add an alternative payment method.

To invite a vendor, select + Add Vendor and add required fields, and select Invite Vendor to Complete Profile The vendor will receive an email inviting them to complete their profile. Vendors will receive auto reminders to complete information and can be manually reminded from Vendors > Drafts .

Rho's Vendor management solution now allows you to collect & store Vendors' W-9 forms on the Rho Vendor profile. How to collect Vendors' W-9 forms You first need to have an active vendor profile. Then select the Vendor's profile > navigate to Tax Files > Select New W-9 Form If you already have a W-9 form on file for this vendor and want to attach it to their profile, select the Upload & Verify option. If you don't have the W-9 on file, select Send Form to Vendor . For more information, see the article section How to Collect a W-9 from a Vendor . After selecting Upload & Verify, upload the W-9 form file to the Select File section. Note that the file must be a PDF, and the maximum file size is 15 MB. Read and select the attestation to upload the W-9 form. Once the W-9 form has been uploaded, please verify all fields parsed from it, read, and attest. The vendor profile will be updated with a status that the W-9 form is on file. How to collect a W-9 Form from a Vendor After selecting Send form to Vendor, you will be prompted to confirm or enter their email address, read, attest & confirm before sending the request The vendor profile will show a status that the W-9 form is pending from the Vendor. Once received, the status will change to On file The vendor will receive the following email. The portal will be live for 10 days, during which time the Vendor can upload their W-9 form, review it, attest to the information's accuracy, and complete the submission. Requests that are not completed will expire & can be resent by the Rho user. How to export information All W-9 data is available via CSV export for use with the 1099 filing provider of your choice.

Clients can add individual vendors to Rho or upload multiple vendors in bulk. The Rho Client Service team performs this functionality on your behalf. What is supported: Adding vendors for domestic payments Only adding one payment method for 1 vendor at a time, If you wish to add more payment methods, you can do so after the bulk upload with the 1st payment method by selecting Add account on the vendor profile. To take advantage of this service, please contact your success associate for the upload CSV template, which you'll need to fill out. Please carefully follow our instructions for each column header Columns with (*) are required for all vendors. We have different requirements for columns based on 1) if the vendor is an individual or a business, or 2) what payment method you will be using to pay this vendor Fill out the formatted CSV with your desired vendors, then email the completed form to your Rho support team. You can expect to see your submitted vendors appear in your Rho dashboard under Vendors > Active within the next 1-2 business days. Any errors or issues with the CSV data may result in a processing delay. In this event, the Client Service team will reach out to you to resolve the issue.

In order to successfully enter the information for HSBC in Hong Kong, please make sure you are following the steps: For the zip code , when entering the bank address, please use 000000 for Hong Kong. Use the SWIFT code HSBCHKHHXXX (instead of the one provided). Delete any letter characters, such as "HK," that may be in front of the beneficiary bank's account number .

An international bank account allows you to directly send a payment to a foreign vendor's account, allowing them to receive the payment more quickly. When associating an international bank account with a vendor, you may require an IBAN and a SWIFT/BIC number for the account. To add an International Payment Type To a Vendor, please follow the below-outlined steps: Navigate to the Vendors page and select the vendor for which you wish to add an international payment type. If you do not have a vendor created, click on the + Add Vendor button. Once selected, click the Add Account button next to the Payment Accounts title. On the Payment Method page, select International, followed by International Wire or Bank Transfer. From there, select the currency for which you wish your vendor to receive funds and choose the payment option. The Account Details page will be displayed after selecting the currency and payment options. Enter the requested information into the appropriate fields on the Account Details page, and review the information you've entered for accuracy. Click Save to finalize adding the international payment type to your vendor's profile. Please ensure all information is accurate and complete before saving to avoid any issues with international payments. Please take a look at this article to view the list of restricted countries and international payment types that Rho does not support.