To add a vendor in Rho, navigate to Vendors > + Create Vendor and follow the prompts. An active vendor profile is required before you can pay anyone through Banking or Bill Pay, and you need the Manage Vendors permission to create or edit vendors.
Four ways to add a vendor
Create manually. Go to Vendors > + Create Vendor, enter the vendor's details and payment method. You can save progress as a Draft vendor and finish later.
Invite the vendor. Click + Create Vendor, add the profile name, and invite the vendor to complete their own profile and payment details.
Create from a bill. If an invoice arrives in your AP Inbox from a vendor Rho does not recognize, you can create the vendor right from the bill pay screen; Rho pre-fills the vendor and payment information from the invoice.
Bulk upload. For many vendors at once, use the CSV bulk upload (see How to Bulk Upload Vendors).
Set the default payment account
If a vendor has multiple payment accounts, open the vendor profile, click the ellipsis next to the account you want, and select Set as Default. The active account shows a Default badge.
Map the vendor to your accounting software
If Rho is connected to QuickBooks, NetSuite, or Sage Intacct, you can create a new vendor record in your ERP or map to an existing one when you activate the profile. Mapped vendors automatically associate transactions to the right record.