Note: This article is based on Roger's web app. The steps are the same if you use Roger's mobile app, the layout is just a little different.
To pay your bills, we'll first retrieve the funds from one of the bank accounts you've connected in Roger via Settings > Payment methods, and then proceed to pay your vendor. One each bill, you can manually specify which of these connected accounts you'd like Roger to use to complete the payment.
With a receipt, specifying the payment account simply identifies which method was already used to pay the expense. These two simply processes are outlined here:
Change payment method for an upcoming bill
Find the bill for which you want to change the payment method on your dashboard and click on the small pencil icon in the Payment method field. Then select the desired payment method from the drop-down menu. Make sure you've added every bank account and payment method you'd like to appear as an option.
Change recorded payment method for already-paid receipts
Once you integrate with your accounting system, Roger will automatically import your list of payment methods (payment accounts) so they are available to you within Roger. Alternatively, you can manually create a custom payment method list under Lists. As long as the list is set to visible, you'll see it as a drop-down menu in your receipt.
Find the receipt for which you want to change the payment account on your dashboard, and click on the payment account field. The list of payment accounts will appear in the drop-down, and you can select the appropriate account for the bill at hand.