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:

  • Invoice/Receipt
    Allows you to view or add a receipt to your transaction. For more information about adding an invoice, see
  • Note
    View or edit the note associated with the transaction.
  • Memo
    View any memo associated with the transaction.
  • Created
    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.
  • Status
    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.
  • Budget
    The budget assigned to the transaction. Users with admin privileges can update the assigned budget.
  • Sender
    The organization or account that is the source/payer for the transaction.
  • Recipient
    The organization or account that is the destination/payee for the transaction.
  • Type
    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.

Related Topics

  • How do I add an invoice or receipt to a transaction
  • How do I split a transaction between multiple budgets?

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