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

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.

  • 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's Workflows here.
  • Learn to approve or decline an expense here.

Did this answer your question?