Confidently manage all your vendors in the Rho dashboard with easy actions. Read here to learn how to invite vendors to the platform. 

Note: We currently support international vendors, but please check to make sure that we support your specific vendor address if it is non-domestic. 

For the address entered on the vendor profile, please see here to confirm the country is supported.

For the address entered when adding an international payment method, please see here for a list of restricted countries.

Add a single active vendor

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu. 

Click the black + Add Vendor button on the right side of the screen, which triggers the following pop-up.

Note: Default Payment Method allows you to save a means of payment for this specific vendor. All future payments to this vendor from Rho Accounts Payable will be pre-filled with this payment information.

Once you have completed the form, click Save & Activate to finalize your changes. You can now view the new vendor and their details in the Vendor tab.

Edit an Active Vendor

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu. 

Under the list of active vendors click the three dots next to your desired vendor, then select Edit from the pop-up menu.

Make your desired changes in the populated form, then when you are finished click Save Changes. 

Delete an Active Vendor

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu. 

Under the list of active vendors click the three dots next to your desired vendor, then select Delete from the pop-up menu.

In the pop-up, click Delete Vendor, or to cancel click Go Back.

Add a draft vendor

Draft Vendors are profiles that are in-progress and not able to be paid yet. 

Draft vendors can be created in two ways:

• If a user adds a vendor but does not complete adding information 
• If a new vendor information is parsed from Bills or the AP inbox but needs user action to complete. 

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu. 

Click the black + Add Vendor button on the right side of the screen, which triggers the following pop-up.

Map to Netsuite Section

Default payment method 

Default Payment Method allows you to save a means of payment for this specific vendor. All future payments to this vendor from Rho Accounts Payable will be pre-filled with this payment information.

Once you have completed the form, click Save Draft to finalize your changes. You can now view the new Draft vendor and their details in the Draft tab.

Import new vendors via Accounting Software 

If this is the first time integrating, your draft vendors will be automatically pulled over from your accounting software.

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu. 

In the Drafts tab, click the downward arrow button next to Add Vendor, then select Add from [Accounting Software]  in the pop-up menu. 

A small pop-up will confirm that the Sync has begun, then finished. 

Edit Draft Vendors

In your Rho Dashboard, navigate to the Vendors tab in the left-hand menu, then to the Drafts tab.

Under the list of draft vendors click the three dots next to your desired vendor, then select Edit from the pop-up menu.

Make your desired changes in the populated form, then when you are finished click Save Draft to keep it as a draft vendor or Save & Activate to make it an active vendor. 

Updated August 28, 2023 16:21