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.
In order for you to select the right category (the term we use in Roger for expense account) for each of your documents in Roger, you must first import your chart of accounts from your accounting system. This requires you to set up an integration between Roger and your accounting system. In the integration setup, you will have the option to import your chart of accounts.
Categorizing via Workflow
With Roger Workflow, you can create rules to automatically assign categories to your documents. Do this by setting certain document traits as triggers for specific categorization actions. You can read more about how to create workflows in this article.
You can always manually select a category/account for an expense by clicking on the Select category drop-down menu on an individual expense's overview. Simply select the desired category from the menu:
Simple, automatic categorization
As soon as you manually select a category for an expense, that same category will be automatically selected for any future expenses from the same vendor - unless you have a rule set up in your workflow that specifies otherwise, of course.