With Roger Workflow, your team can automatically perform selected accounting actions, such as approving bills and categorizing expenses. Roger's simple rule creator tool lets you prescribe actions based on information collected from your financial documents, which serve as rule "triggers". The feature is designed to make approvals and financial processes quick, logical and manageable, all while keeping you completely in control.

Roles and permissions

Coworkers added to your Roger account can be assigned various responsibilities and permissions based on their relevant interactions with financial documents. You can, for example, set up a workflow to appoint a coworkers to approve or reject any bill that is over a certain dollar amount, or that is associated with a certain department. You can allow that some coworkers only see expenses they have added themselves, and that others have permission to create workflow rules.

Roles and permissions both affect the coworker's general access to Roger features, as well as responsibilities in relation to expenses themselves.

Rules

By creating customized workflow rules for your documents, you can define how your expenses should flow. The possibilities range from automatically appointing document approvers, to categorizing expenses from a certain vendor, to recording a note when a document contains specific keywords.

Workflow rules can be advanced, customized and sequential, enforcing multiple actions to be performed in a certain order based on your team's needs. However, note that rules can always be overridden by a coworker whose permissions enable them to modify rules or expense details.

  • Learn to invite a coworker to your company account here.
  • Learn which roles and permissions you can assign to your coworkers here.
  • Learn how to create rules with Roger Workflow here.
  • Learn to approve or decline an expense here.

Learn much more about using Workflow in Learn to use Roger.

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