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