Selecting a transaction in Rho opens the Transaction Details window, allowing you to view enhanced details about the transactions, and to update information regarding the transaction, if needed.
The Transaction heading lists the amount of money involved in the transaction as well as the non-Rho account that sent or received the money. Additionally, the following details are provided:
Allows you to view or add a receipt to your transaction. For more information about adding an invoice, see
View or edit the note associated with the transaction.
View any memo associated with the transaction.
The date when the transaction was first posted to the Rho Account.
- Account Number
Displays the last four digits of the account number for WIRE-DOM and ACH-US transactions. Click to reveal the entire account number.
- Routing Number
Displays the last four digits of the bank routing number for WIRE-DOM and ACH-US transactions. Click to reveal the entire account number.
The status of the transaction:
A - Awaiting Approval
C - Cancelled Transaction
P - Pending Transaction
Q - Queued Transaction
S - Settled Transaction
Additionally, the status history for the transaction is displayed, which lists the transaction statuses and the associated transaction dates.
- Created By
The Rho user or automated function that initiated the transaction.
- Approved By
The Rho user who approved the transaction.
The budget assigned to the transaction. Users with admin privileges can update the assigned budget.
The organization or account that is the source/payer for the transaction.
The organization or account that is the destination/payee for the transaction.
The type of transaction that took place:
ACH-US - A domestic transaction via ACH.
CHECK - A physical check transaction generated by Rho
EXTERNAL - An external, non RDC transaction to your Rho account.
INTERNAL - An internal transaction from one Rho account to another.
RDC - A remote deposit check capture transaction.
WIRE-DOM - A domestic wire transaction..
WIRE-INT - An international wire (SWIFT) and foreign exchange transaction.
- Transaction ID
The ID assigned to the transaction.
Printing Transaction Details
Click the Print Transaction button to download a PDF file containing the transaction details that you can print. Rho downloads the PDF file to the downloads folder for the browser.
- How do I add an invoice or receipt to a transaction
- How do I split a transaction between multiple budgets?