Do you use NetSuite for your business accounting? have you already set up your Rho to NetSuite Integration?
Great, you are now ready to create rules that automatically map Rho transactions directly to your General Ledger—by vendor, department, and more—helping you eliminate manual entry & close your books faster.
Types of Mapping Rules
Account Mapping allows you to map any Rho account (Card, Checking, Treasury, Accounts Payable) to an existing (or newly created) NetSuite Chart of Account. All transactions associated with that Rho account will automatically be pushed to the corresponding NetSuite CoA.
Attribute Mapping allows you to map any Rho attribute (Merchant, Merchant Categories, Cards, Budgets, Labels & Payees) to your NetSuite attributes (Chart of Accounts, Classifications, Customers, Departments, Locations & Vendors) and create automated workflows customized to your business.
To understand the various Rho Attributes that can be mapped to NetSuite attributes, see the descriptions below:
|Merchants||The payee or recipient (Supplier of the goods/services e.g. Google, Uber, Smith Supplies)|
|Merchant Categories||The classification of the payee’s business by the type of goods or services provided (e.g. Taxis/Limousines, Courier Services, Electronics Store)|
|Cards||Virtual or physical Rho cards created in your Rho account (e.g. John Smith Card, Google Ads Card, IT SaaS Card, etc.)|
|Budgets||Budgets in Rho are used to classify transactions across your cost centers. You can create budgets by department, project, and more. Assign cards, transactions, or people to budgets to help you manage your organization’s expenses. (e.g. Marketing, Legal, New York etc.)|
|Labels||Labels are the equivalent of classes in your accounting system. You can create custom labels to help categorize your spend & assign labels to any budget, transaction, or bill directly in Rho. (e.g. Contractors, Marketing Freelancers)|
A payee is any person or business you want to directly send money to (via ACH, Wire, or check). You can create and save payees in your Rho account.
To access NetSuite Mapping, click the Integrations button from the Rho Navigation Bar on the left. Then from the Integrations page click 3 dots next to NetSuite and select Edit Mapping from the dropdown.
From the NetSuite Mapping page, you can do the following:
Map each Rho account to a corresponding CoA in NetSuite
Set a default GL account for all Rho expenses
Set a separate default GL account for all Rho income
Create override mapping rules for your defaults
Set Your Account Mapping rules
Account mapping allows you to precisely configure your NetSuite accounting entries.
Select the Rho account you’d like to map from the dropdown (Card, Checking, Treasury, or Accounts Payable).
Select the corresponding NetSuite Chart of Account.
Upon sync, all transactions associated with that Rho account will automatically be mapped to the selected NetSuite CoA. e.g.
|Rho Accounts||NetSuite Chart of Accounts|
|Checking Account →||1000 - Rho Primary Account|
|Treasury Account →||1020 - Rho Treasury Management Account|
|Credit Account →||2020 - Rho Credit Card|
|Accounts Payable →||2000 - Accounts Payable|
If you already have existing Rho accounts set up in NetSuite, this allows you to continue syncing transactions directly to that account—no need to create a new account or merge accounts.
If you do not have an existing CoA created in NetSuite, Rho will automatically create a CoA in NetSuite for you. Once you sync to NetSuite, the next time you view the account mapping section it will be auto-populated with the created CoA.
Set Your Default Mapping rules
Set a default rule to have any ‘categorization pending’ transactions flow through to a designated ledger in NetSuite for you to later review. Click the Default ledger for Expenses or Default ledger for Income drop-down list and select the desired NetSuite ledger.
Once your default mapping is set, you can then create specific overrides for that default rule. Any transactions that fall within the parameters of your override will bypass your default rule and be written to the corresponding GL.
Set your Attribute Mapping rules
You are able to map the following:
Map Rho Attributes (Merchant, Merchant Categories, Cards, Budgets, Labels, Payees)
To NetSuite Attributes (Charts of Accounts, Classifications, Customers, Departments, Locations, Vendors)
First, select a Rho attribute from the left-hand list in the Attribute Mapping section, (such as Budgets). Next, select a NetSuite attribute from the right-hand list (Departments).
Next create a rule that assigns a specific Budget within Rho to be synced directly to a specific Department in NetSuite (for example, map your Rho Sales Budget to your NetSuite Sales Department).
You can add as many rules within this override as you'd like then click “Save Changes”
To create a new override (for example to map Rho Merchants to NetSuite Chart of Accounts) click the Add Override button.
Here is an example of Merchant mapping:
All merchants that you have transacted with (from Dunkin Donuts to FedEx) will populate the dropdown list of the Rho Attribute ‘Merchant’.
You can then map that specific merchant (FedEx) to any CoA, Classification, Customer, Department, Location, or Vendor in NetSuite. Once the rule is created, when you transact with that merchant again, the transaction will automatically be written to the correct GL.
Please note: Only new transactions, following the creation of the rules, will be overwritten.
Sync to NetSuite
Congratulations, you have now created NetSuite Mapping rules and are ready to Sync to NetSuite! See our How to Sync to NetSuite article for instructions.