The Payees page allows you to view and update the payees that have been created for your Rho account, as well as view and update their bank accounts.

To view the Payees page, click the Payees button from the Rho toolbar.

The Payees page is divided into two panes. The left pane lists the name of all Payees, and the right pane lists all of the accounts created for the Payees.

Selecting a Payee

Click to select the desired payee. When selected, all bank accounts associated with the payee are displayed in the Accounts pane, allowing you to view, edit, export transactions, or delete the account. Additionally, when selected, Rho allows you to edit or delete a payee.

Exporting Payee Payment History

To export the payment history of the selected payee, scroll down to Payment History and click Export CSV on the right. You can enter a specific date range and select which attributes you'd like to include in your CSV downloading, such as amount, type, budget, settlement date, and more.

Editing a Payee

To edit a payee, ensure that it is selected in the Payees pane. Click the options (...) button to the right of the Payee name (highlighted in yellow in the screenshot above) and click Edit Payee. Rho displays the Payee Details page allowing you to modify them.

Deleting a Payee

To delete a payee, ensure that it is selected in the Payees pane. Click the options (...) button to the right of the Payee Name (same as Editing Payee), and click Delete Payee. Finally, click Remove Account on the confirmation window. The payee is deleted, and can no longer be used for transactions.

Note: The Payee cannot be restored after you have deleted it.

Editing a Payee’s Payment account

To edit a payee’s payment account, ensure that the Payee is selected in the Payees pane. Click the options (...) button to the right of the Account name (at the right side of the currency of the payment account) and click Update Details. Rho displays the Account Details page allowing you to modify it.

Deleting a Payee’s Payment account

To delete a payee’s account, ensure that the Payee is selected in the Payees pane. Click the options (...) button to the right of the Account name (same as when editing the payment account), and click Delete Account. Finally, click Remove Account on the confirmation window. The account is deleted, and can no longer be used for transactions.

Note: The account cannot be restored after you have deleted it.