A bill, receipt or credit note's status indicates, for example, whether the expense has been initialized by Roger, is awaiting approval from a coworker, or if the payment has been paid:
Below we give you an overview of all the different status labels bills can have, and what they mean.
This status means that the expense has been processed and analyzed, and is awaiting approval from one or more coworkers before it can be paid and synced to your ERP system.
This status means that the expense is still being processed by Roger's AI engine, so the document's information is actively being analyzed. This typically takes a maximum of a few minutes. If it seems to be taking longer, don't worry, Roger might be taking additional measures to ensure accuracy. If there's an issue with your expense, we will make sure to contact you right away.
This status means that the bill is pending approval from your or from a company account employee before it can be paid. Expenses received through RogerAddresses may also have this status. You or an employee must therefore approve the bill for it to be paid on its due date.
This status means the bill has been paid by Roger, that you've marked it as paid, or that it is a receipt, which always shows Paid status. If Roger has conducted the payment, it means the amount has been deducted from your bank account and forwarded to the vendor. In general, no further action is required regarding bills with this status.
This status means that the document already exists in this account, and has already been identified by Roger's AI. Therefore it cannot be added again.
This status means that the bill's due date is in the future, and the bill is ready to be paid on the due date. Therefore, as long as Payments is enabled in your Roger settings, no further action is required; these bills are queued to be paid automatically on their due dates.
- Bills added while the Roger Payments feature is disabled in your company's account settings will also have this status. To change the status of these bills to "Paid", click the Mark As Paid button.
This status means that the payment of the bill has been initiated in Roger. If it is an ACH payment, it means that the payment has been sent to the network; if it's a check payment, it means that the check has proceeded to be mailed.
This status is only appears on bills and means that the payment was paused because Roger was unable to initiate the payment automatically. Often this is because of an issue with the chosen payment source. If you are unsure why a bill has this status, contact Roger support at email@example.com or via the chat button in the lower right corner.
This status means that a bill has been rejected by Roger either for lack of information, or for another issue. This status is typically accompanied by a message that explains the reason for the rejection.
This status means that the bill has previously been paid, but that it has subsequently been refunded to the payment source used. This typically only happens if you have been in contact with us about it yourself, but if a payment initiated cannot be made - for example, due to invalid payment information on a bill - then the amount of the payment will automatically be refunded to. You will of course be made aware of this via email.