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.
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