Navigating the Banking Tab

When you log in to Rho, you will land in the Banking Tab.

From here, select the account you would like to operate. To do so, scroll under All Accounts on the left side of the screen. Once you choose an account, that account box will highlight in black, and the right side of the screen will populate with that account's activity and information (like so):

Once you are in that account, you can look to the right side of your screen and choose from the following actions :

1. Make a Payment from that account

   

    

2. Deposit Funds into that account

   

    

3. View Account Details (Including Instructions to Receive Funds & Statements)

   

    

4. Export a CSV of Transactions

5. Make an Internal Transfer Between your Checking and Treasury Account in your Treasury Account section

6. Sync Quickbooks or NetSuite