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Understanding the Banking Dashboard

  • Updated

The Rho Dashboard is displayed when you log in to your Rho account, and whenever you click the Banking icon in the Rho Toolbar. The Banking dashboard summarizes the balance and transaction information for all of your Rho accounts including your Rho Treasury account if you have set one up.

 

 

You can view details for a specific Rho account by clicking its name on the left side of the page. (For example, click Primary Operating Account to view the balance and transaction information for only the Primary Operating Account.)

 

Aggregate Balance

The Balances section of the page displays the current balance and how it has changed over the past 30 days. Additionally, you can do the following:

  • Click Sync QuickBooks / NetSuite to update the dashboard with your latest data.

  • Click Documents to view account statements and additional documents.

All Accounts overview

At the top of the page is an overview of all of the transactions, approvals, and payments across all of your Rho accounts.

 

Click View All to view expanded details for that category on a new page. For example, click View All beneath Pending Transactions to open the Pending Transactions page.

 

Additionally, you can do the following:

  • Click Make a Payment to open the Send Money page allowing you to send money domestically or internationally.

  • Click Deposit Funds to open the Add Funds page, which allows you to deposit a check or transfer money from a linked account.

    • To deposit a check via Remote Deposit Capture, you must properly endorse it in one of two ways:

      1. A wet signature on the back of the check accompanied by the words “for mobile deposit only”

      2. Or typed/written/stamped on the back with the following information:

        1. "Pay to the order of Webster Bank N.A.”

        2. “For Mobile Deposit Only”

        3. Your company name ([company name here])

        4. Rho routing number (021913655)

        5. Last 4 digits of your checking account number

        6. Current date (today is [date])

      To ensure there are no delays depositing funds, all check images should be:

      • High Resolution

      • Horizontally Oriented

      • Against a dark, contrasting background

      • Showing all 4 corners of check

  • Click Internal Transfer to open the Internal Transfer page allowing you to move money between Rho accounts.

All Recent Activity

The main section of the Dashboard page displays the All Recent Activity table listing the most recent transactions for all Rho accounts.

  • To view the details for a specific transaction, click on the transaction to view the information in the Transaction Details window.

  • To view all activity for the table, click the View all button.

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