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How we use coding Rho enables you to code transactions efficiently, by combining mapping rules, manual coding and default settings to automate coding tasks, while still allowing for user intervention for customization and fine-tuning. There are three ways that coding gets applied to transactions in Rho. Mapping rules Line-level coding (manually overriding) Default settings (Only for some areas of the product, such as Default Income, Default Expense and Default Bill Pay accounts) Mapping rules Rho applies mapping rules in a hierarchical fashion, checking for rules which exist in the following order. Mapping hierarchy: Label Sender Vendor Merchant Card Department Here’s an example of how this functions. If there are 2 mapping rules: When Vendor = Cindy’s Cookies -> assign GL = Meals and Entertainment When Card = *1234 -> assign GL = Miscellaneous A transaction on Card *1234 at Cindy’s Cookies would bear the coding Meals and Entertainment Line-level coding While Mapping rules automate coding tasks, users may opt to override those values. To change a mapping rule-determined coding in Rho, simply modify the assigned mapping on the transaction or via the drawer. Rho respects user-selected codings and does not update them with new mapping rules. However, using the Apply Mappings option (Accounting tab → Dashboard → three dots) will override existing codings, including those set manually. You can select the applicable timeframe when applying mappings. Default settings When using Rho, you need to choose default GL Income and Expense accounts. If a transaction doesn't have any mapping rules or manual codings, Rho will automatically assign the default GL accounts to the transaction.

What is Rho Close? Rho Close suggests accounting attributes to code your transactions. It learns how your business has coded transactions and delivers suggestions upon request. Rho Close takes the first pass – request suggestions, review what it found, confirm, and sync. It is available for businesses with a direct accounting integration (QuickBooks, NetSuite, Puzzle, or Sage Intacct). What Rho Close covers Rho Close generates accounting suggestions for card and banking transactions. It does not currently create or modify mapping rules. And it does not deliver suggestions for accounting attributes where an accounting attribute has already been selected. Enabling Rho Close Navigate to Accounting → Settings → General . It is toggled on by default. Getting suggestions From the Accounting Dashboard , click Suggest coding above your transaction table. Rho Close will generate suggestions for empty accounting attributes across the card and banking transactions in your current view. Reviewing and acting on suggestions Suggestions can be accepted or dismissed at multiple levels: In bulk — accept all suggestions across your transactions view in one click Per transaction row — accept or dismiss suggestions for a single transaction Per attribute — accept a specific suggestion individually, or select another attribute from the dropdown to dismiss the suggestions Bulk control When suggestions are provided, the bulk accept or dismiss buttons are available at the top of the transaction table. If you do attempt to sync your transactions in bulk without accepting or dismissing the suggestions, you can decide whether to accept the suggestions or not as part of the sync. Per transaction control If you do sync an individual transaction without actively accepting or dismissing the suggestions, those suggestions will be applied to the sync. Per attribute control For a single attribute, you can accept the suggestion by hovering over the cell and clicking the checkmark. Or you can dismiss and override the suggestion by selecting a different accounting attribute in the dropdown menu.

This guide provides step-by-step instructions for updating the Rho Integration bundle to version 1.01. Please ensure that you are an Administrator with the necessary access to make these changes. Step 1: Update the Bundle Version Navigate to Suite Bundler: Go to Customization > SuiteBundler > Search & Install Bundles > List Update the Rho Integration Bundle: Locate the Rho Integration bundle. Click on the green icon to update the bundle version. Locate the Rho Integration bundle. Click on the green icon to update the bundle version. Verify the Version Number Ensure the version number is 1.01 . After clicking the update, refresh the page. Ensure the version number is 1.01 . Step 2: Deploy the Script Access the File Cabinet Go to Documents > Files > Click on File Cabinet . On the left pane, navigate to the Suite Scripts folder and rename rho_production.js to rho_production_old.js. Scroll if needed and go into the Suite Bundles tab. Select Bundle 436739 . Locate the file rho_production.js and click edit . On the edit page, under Folder , select/search Suite Scripts to be the folder. Click Save. Create and Deploy the Script Record Navigate to Customization Scripting Scripts New . In the Script file bar, type in rho_production.js (this should auto-populate). Click Create Script Record . Name the script Rho Integration 2 . Click the down arrow on the Save button and select Save & Deploy . Configure Script Deployment In the Script Deployment screen, set the Status to Released and the Log Level to Error . Under AudienceRoles , check Select All . Click Save . Copy the External URL: Once saved, you will see an External URL . Example: For https: //********.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=452&deploy=1 You will copy only the section starting with "script, " i.e., script=452&deploy=1 as this will be needed for a later step. Once saved, you will see an External URL . Copy everything after "restlet.nl?". Example: For https: //********.restlets.api.netsuite.com/app/site/hosting/restlet.nl?script=452&deploy=1 You will copy only the section starting with "script, " i.e., script=452&deploy=1 as this will be needed for a later step. Note:When saving is complete, copy the External URL, as you will need this later. Step 3: Reconnect and Authenticate in Rho Log into Rho Go to the Integrations tab. Disconnect Net Suite (mapping rules will remain intact). Reconnect Net Suite Provide the following details for your Net Suite account: CONSUMER KEY (aka: client_id) CONSUMER SECRET (aka: client_secret) EXTERNAL URL EXTENSION Click Authenticate . Select Subsidiary Select the subsidiary you wish to operate with. Follow these steps carefully to ensure a successful update and integration of the Rho bundle with NetSuite. If you encounter any issues, please refer to your system administrator for further assistance.

The accounting dashboard is the command center for your accounting workflows. It’s where you’ll see your integrations status, which of your transactions have been sent over to your GL software, and what accounting attributes have been added to each transaction. Where can I find the Accounting Dashboard? The Accounting Dashboard is available to all users with sufficient permissions from day one, easily accessible on the left-hand side of the platform in our workflows section. Users with the following roles can see accounting data. Partner roles are most commonly associated with external accountants. Account Owner : Full access to the dashboard, including viewing account balances, creating and viewing departments, and managing financial operations. Administrator : Comprehensive access to the Rho dashboard, including viewing account balances, managing departments, and overseeing financial operations. Bookkeeper : A 'view all' role with limited action permissions. Bookkeepers can view all balances and transactions but require approvals to send them. Partner Admin : Can manage accounting integrations, configure account settings, and perform money movement activities. Partner Expense & Accounts Payable Manager : Can manage accounting integrations, create and pay bills, and approve or reject expenses. Partner Accountant : Has read-only access to transaction and bill data, can configure and sync transactions to integrations, and generate bank feed tokens. What is the Accounting Dashboard? The accounting dashboard is your command center for your accounting workflows. It allows you to see all transactions from across Rho in a single place with all of the context you need to make informed decisions. From there you can enrich your transactions by adding Rho departments or Labels as well as assigning accounting attributes. The accounting attributes you have access to depend on your GL software and how it was set up, common attributes are Chart of Accounts, Vendors, Classes, Projects, and Departments. What can I do from Accounting Dashboard? To make it easier to navigate all of your transactions you’re able to easily sort, filter, and create custom views with a click of the button. Helping you to zoom in on the details or take a birds eye view of how your money is moving. Currently you can filter by transaction status, transaction type, missing accounting attributes or transactions that have had changed attributes since they were synced to your GL software. In addition to the filters, you can create custom views allowing you to choose which attributes you want to focus on, and what order they should be presented in. You can then further refine the transactions in scope by sorting the table across many of the attributes and datapoints available. Additional functionality included within the Accounting Dashboard, shows the status of your accounting integration. You can request a referral to an outsourced accounting partner who is an expert in Accounting and the Rho platform. In addition you can take advantage of our AI co-pilot tool and see the results of the automated mapping rules you have set up in Accounting settings. This is also where you will see the sync status of your transactions. You’ll be able to sync your transactions to your GL software that you’d like to move over to your books, or skip syncing the ones you don’t. If you want to change those status, you can do so at any time. If you have any issues with syncing transactions over to your GL software, you’ll be able to see that in the Accounting Dashboard as well as how to fix whatever is causing the issue.

Using multiple integration methods with QuickBooks Online (QBO), such as both a Bank Feed connection and Rho’s Direct Integration, can create duplicate transactions, duplicate journal entries, and reconciliation challenges. To ensure clean financial reporting and a smooth month-end close, we strongly recommend consolidating to a single integration method . Choose Your Method Rho supports two methods for syncing with QuickBooks Online. Review the differences below to determine which best fits your workflow. Option 1: Direct Integration Detailed data sync – Transfers enriched transaction information, including vendor, department, and custom attributes. Account mapping – Map Rho accounts directly to your QuickBooks CoA. Cleaner reconciliation – Reduces manual categorization inside QBO. Option 2: Bank Feed Daily transaction sync – Transactions automatically flow into QBO. Raw transaction data – Basic transaction details only (no enriched attributes). Manual reconciliation required – Categorization and review must be completed in QuickBooks. Simpler setup – Functions like a traditional bank feed. Choose Direct Integration if you want automation, enriched reporting, and tighter control from within Rho. Choose Bank Feed if your accounting team prefers to fully manage categorization inside QuickBooks. Disconnect the Integration You No Longer Need Important : Before disconnecting anything, review your recent transactions and ensure there are no unresolved errors in QuickBooks. Transitioning to Direct Integration If you are currently using the Bank Feed and want to transition to Direct Integration , follow these steps carefully to avoid duplicate transactions. 1. Disconnect the Bank Feed in QuickBooks Log in to QuickBooks Online. Navigate to Transactions > Bank Transactions . Select the Rho account tile connected via bank feed. Click the pencil icon . Select Edit account info . Check the box for Disconnect this account on save . Click Save and Close . Important: If QuickBooks is actively downloading transactions, the disconnect option may not appear. Wait for the update to finish and try again. If you see a bank connection error, resolve the error before disconnecting. Disconnecting while errors are present may cause duplicate downloads later. Once disconnected, transactions older than 90 days may no longer be downloadable. You can manually upload them if needed. 2. Revoke the Bank Feed Token in Rho After disconnecting in QBO, you must revoke the existing Rho token to fully disconnect the bank feed. Log in to Rho. Click your User icon (top-right corner). Go to User Settings > Access Token . Click the three dots next to the active token. Select Revoke . Make sure the user generating the token has the following permissions enabled: View Recipients Payment History View Account Balances Permissions Note: Only the user who creates the token can revoke it (usually an Account Owner, Admin, or Bookkeeper). You’ll know the token has been revoked when the “Bank Feed – Token Active” notice disappears from Integrations > QuickBooks. 3. Connect via Direct Integration Once the bank feed is fully disconnected: In Rho, go to Integrations > QuickBooks . Click Connect . Sign in using your QuickBooks credentials. Select the correct QBO account. Complete your account mapping and sync settings. 4. Set the Correct Sync Start Date To avoid duplicates: Set the “Sync From” date to the same day the bank feed was disconnected. This ensures only new transactions are pulled in. Transitioning to Bank Feed If you prefer to use the Bank Feed , you will need to disconnect the Direct Integration inside Rho. Log in to Rho. Navigate to Integrations . Locate the QuickBooks card. Click Disconnect . Because the Bank Feed automatically pushes data to QuickBooks, disconnecting Direct Integration should not interrupt your bank feed connection. Final Step: Validate Your Setup After consolidating to a single integration method, monitor activity closely for the first 1–2 weeks. If anything appears out of sync, pause syncing and contact Rho Support before making bulk edits.

Managing financial transactions can be time-consuming, especially when it comes to keeping your accounting software up-to-date with settled transactions. Recurring Syncs streamline this process by automatically synchronizing transactions based on the rules you define. This ensures your records are accurate and saves you valuable time. Recurring Syncs are automated rules that regularly synchronize your settled transactions with your integrated accounting software. By setting specific parameters, you control which transactions are synced and how often the synchronization occurs. How to Create Recurring Syncs Log in to your Rho Account Go to the Accounting section Click on Settings within the Accounting section. Choose Recurring Syncs from the list of options. Click Add Sync to add a new Active Sync A new screen will open where you can create and define your recurring sync. Here, you can select the desired transaction types to be synced recurrently and the rules for recurring sync. Note that invoice payments will sync to your accounting system, but syncing unpaid invoices is not yet supported. This feature is currently in development and will be available soon.

Service Details Zelle Unfortunately, no we do not support linking with Zelle at the moment. Apple Pay Apple Wallet - This feature has already been released! To set up your Apple Wallet with Rho you can review these step-by-step helpful instructions! Your virtual & physical Rho cards can now be added to your Apple Wallet for a quick, contactless, and secure way to pay! Here is a helpful article on how to do so. Google Wallet To set up your Google Wallet with Rho you can review these step-by-step helpful instructions! Paypal Here is a helpful article that guides you on how to connect Rho to your PayPal. To link a business PayPal account to Rho, first log into PayPal. Find the 'Pay & Get Paid' tab. Then, select 'Banks & Cards' and 'Link a New Bank.' Paypal micro deposits Paypal micro deposits sometimes take 2-3 days to process before settling. Dispute Paypal charges We suggest reaching out first to PayPal to inquire about this charge. We can certainly try to dispute it; however, because it went through PayPal, it is possible that the transaction may be deemed non-disputable. We can proceed with the dispute for you and keep you posted on the results. Wave Wave is supported through Rho's integration with Plaid. You just need to head to the Wave app, click the Banking tab, select Connected Accounts, look for the Connect Account button, and search for Rho Business Banking. You'll be asked to log into Rho, and your account will be connected! Stripe You can do this in your Stripe account on their site. We recommend reviewing the instructions in the Stripe Help Center for further assistance. Plaid To connect your Rho Account to Plaid, choose Rho Business Banking from the list of banks. If it is not showing up, you can manually link it per Plaid's FAQ - "To manually link your bank account via the challenge deposit process, please click the button to "Manual Link" your bank and follow the on-screen instructions." Additionally, could you tell us which service you are trying to integrate through Plaid so our team can see if we support the integration? Using Sage Sage is supported through Rho's integration with Plaid. Head to the Sage app, click on the Banking tab, then select the New dropdown list, and select New Bank Account. Then locate and select Rho Business Banking. You'll be asked to log into Rho, and your account will be connected! Sage Bank rules We don't have custom fields explicitly for Sage. However, you can repurpose labels and budgets for the flat file upload! Payoneer Unfortunately, we do not support Payoneer. Abacus Unfortunately, Rho does not integrate with Abacus. We recommend manually exporting a CSV and uploading it to your accounting platform. Here is a helpful article on how to export a CSV of card transactions. Cash App Rho does not link to Cash App. Venmo While it is possible to add your Rho card for a payment, Venmo may charge additional fees.

Credit Card Purchase Credit Card Refund Credit Card Payment Bank Transaction (outgoing) Bank Transaction (incoming) Bank Transaction (transfer) AP (bill) AP (bill payment) Reimbursement (bill) Disbursement (bill payment) Treasury (deposit) Treasury (withdrawal)