Inbox and Document Handling

Receipt scanning and document uploads to kickstart the automated accounts payable and automated bookkeeping process. Roger makes it easy to automatically scan bills, receipts and credit notes.

Mads avatar Maha AlHussein avatar
24 articles in this collection
Written by Mads and Maha AlHussein
Inbox

How do I add documents to Corpay One?

Corpay One automates the process of receipt scanning and uploading bills to help kickstart your accounts payable and accounting processes.
Maha AlHussein avatar
Written by Maha AlHussein
Updated this week

What type of documents can I add to Corpay One [Formerly Roger]?

In this article we explain the types of documents Roger supports.
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Written by Maha AlHussein
Updated over a week ago

What information does Corpay One [Formerly Roger] collect from submitted documents?

Here's an overview of the data Corpay One reads from your bills, receipts, and credit notes.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

What is Send & Scan [Formerly RogerAddress]?

Here's how you can use RogerAddress to forward documents to your Roger account.
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Written by Maha AlHussein
Updated over a week ago

What happens when a document is added to your Corpay One [Formerly Roger] account?

Read about how Roger handles your bills, receipts and credit notes after you add them to your account.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

Why was my document canceled? Mandatory details for processing in Corpay One [Formerly Roger]

Your documents must contain a minimum amount of information in order for Roger to properly analyze them.
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Written by Maha AlHussein
Updated over a week ago

How to view an original document

This article describes how you can view the original document of an expense.
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Written by Mads
Updated over a week ago

How to handle emails in Corpay One [Formerly Roger]

Emails sent to your company's RogerAddress end up in your Roger Inbox. This guide will help you understand how Roger processes emails.
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Written by Mads
Updated over a week ago
Document handling

The tabs on each of your documents

This article outlines the information contained in the tabs visible on each document submitted to Roger.
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Written by Maha AlHussein
Updated over a week ago

How to change an expense's amount and/or currency

Learn how to easily change the amount and/or currency of an expense you have submitted to Roger.
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Written by Maha AlHussein
Updated over a week ago

What does each expense status mean?

This article explains the different status labels you'll see assigned to your bills in Roger.
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Written by Maha AlHussein
Updated over a week ago

Using Document Match to match bank transactions and documents

With Corpay One [Formerly Roger] you can match transactions on your bank statement with documents to make sure transactions are documented.
Mads avatar
Written by Mads
Updated over a week ago

Applying a credit note

How to add, convert, and apply a credit note to a vendor bill
Mads avatar
Written by Mads
Updated this week

How do I delete a submitted document?

As long as the bill payment hasn't been initialized yet, Roger lets you easily delete any document from your account.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

How to export your data from Corpay One [Formerly Roger] to a .CSV file

Create reports, and manipulate your records and transactions by exporting them directly from your account.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

Using Corpay One for reimbursements

You can manage and pay all employee expense reimbursements directly from Corpay One. Here's how it works.
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Written by Mads
Updated this week

Reimbursements Tabs Explained

Get the full overview of the Reimbursements tabs and what they mean for generating expense reports.
Mads avatar
Written by Mads
Updated over a week ago

How do I lock a document?

This article explains how you can lock a document to prevent coworkers from changing its data.
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Written by Maha AlHussein
Updated over a week ago

How to search and filter your expenses

Here's how to utilize the search and filter functions to better find and organize your expenses.
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Written by Mads
Updated over a week ago

Splitting an expense into line items

Here's how you can split up one expense's total value into lines, and assign each line item its own category and more.
Mads avatar
Written by Mads
Updated over a week ago

All about receipts

Roger supports both invoices/bills, credit notes and receipts. Here's all you need to know about how Roger handles receipts.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago