Note: In March, 2021, Roger officially changed its name to Corpay One. Our features and functionality have not changed. To learn more and understand the change, read more.
With Roger's Workflows, your company can automatically perform a long range of accounting actions, such as approving bills and categorizing expenses. Roger's simple workflow creator lets you prescribe actions based on information collected from your documents, which serve as triggers for activating workflows. The feature is designed to make approvals and financial processes quick, logical and manageable, all while keeping you completely in control.
By creating customized workflows for your documents, you can define how your expenses should be processed. The possibilities range from automatically appointing document approvers, to categorizing expenses from a certain vendor, to recording a note when a document contains specific keywords.
Workflows can be advanced, customized and sequential, enforcing multiple actions to be performed in a certain order based on your company's needs.
- Learn how to create workflows here.