Viewing Account Information

To view your account information, such as your business details, and manage your linked bank accounts and payment settings, click on the Settings tab in the navigation bar.

Settings page

The settings page includes the following sections:

Business

• Business Details - Here you can locate your contact information and mailing address.

• External BankAccounts - Lists the external business and bank accounts linked to your Rho account. All external accounts are linked using Plaid. For information about linking an external account, see How can I link a business account to my Rho account?

• Credit Information - Displays your Rho credit information and settings for Automatic Payments. To adjust your credit agreement, please contact your Account Manager

• Business Documents - Submit important documents related to your business account.

• Partner Requests - View and manage connections with your partners.

Documents

• Payment Instructions

• Account Statements

Security

• Two-Factor Authentication

• Card Restrictions

• Payment Approvals - This section shows the transfer threshold amount, the number of approvers required for transfers that exceed the threshold, and the designated approvers for your company. For information about editing your payment settings, see How can I require approval for specific transactions?

• SSO - Configure single sign-on settings for your account.

Expense Settings

• Expense Rules

• Expense Approvals

• Reimbursments

• Policies

Configuration

• Bill Pay Setup

• Vendor Messaging

• Custom Attributes

Treasury

• Auto-Transfer Rules

• Treasury Reinvestments