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Workflow
Guide to Roger’s state-of-the-art automation tool: customizable workflows.
9 articles in this collection
Written by
Mads
and
Maha AlHussein
How to create workflows
This guide helps you create and edit workflows with Corpay One [Formerly Roger's] workflow tool.
Written by
Mads
Updated over a week ago
How to use fallback workflows
Fallback workflows are only activated by documents that don't meet the criteria of other workflows. Read more here.
Written by
Mads
Updated over a week ago
How to approve or decline a document
Learn how you and your coworkers can approve or decline expenses.
Written by
Maha AlHussein
Updated over a week ago
How to appoint a default approver
If no approval workflow is activated, here's how to set one coworker as the default approver for all documents.
Written by
Maha AlHussein
Updated over a week ago
Away mode
When you or a coworker is out on vacation or leave, here's how we let you easily designate an approver to cover for them.
Written by
Mads
Updated over a week ago
How to create a workflow from an existing document
This time-saving feature enables you to easily create workflows to perform the same actions on future, similar documents.
Written by
Mads
Updated over a week ago
Advanced settings
Advanced setting: Require all approvals when manual appointing
If this option is enabled, all manually designated approvers must approve a document before its approval is complete.
Written by
Maha AlHussein
Updated over a week ago
Advanced settings: Live workflows
If this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.
Written by
Mads
Updated over a week ago
Advanced setting: 1-click approval
If this option is enabled, no secondary confirmation will be required to approve expenses.
Written by
Maha AlHussein
Updated over a week ago