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.
Note: This setting can only be changed in Roger's web app, and lists are only visible on expenses when they're viewed in the web app.
Lists allow you add key information to your expenses to better organize them. You can either create lists manually, or import them from your accounting software, such as your chart of accounts. Roger lets you define which lists are visible in which document types via each list's settings.
How to set list visibility
- Navigate to the Lists page from the left sidebar.
- Select the list for which you want to define the visibility.
- Click on the Visibility tab.
- Indicate if the list should be displayed on bills, credit notes and/or receipts using the toggles to the right of each document type.
Example: As shown in the image above, the Payment Accounts list has been limited to be shown on bills and receipts. An individual receipt overview would look like this: