Documents that you add to Roger must contain certain basic details in order to be analyzed. If a document does not contain these minimum details, it will appear in your expense dashboard with the status "canceled" and a message explaining the problem. 

Below is a summary of the minimum information for each document type that must be clearly visible upon submission to your Roger account. 

1. Bills to be paid through Roger

A bill is an unpaid claim owed to a vendor in exchange for goods or services. 

The following information must be visible on each bill: 

  • Bill amount
  • Currency
  • Due date
  • Vendor's name
  • Vendor's address (for check payments) or ACH instructions. If these are not present, you must add the vendor's default payment source in order for it to be paid via Roger.

2. Receipts for payments already made

A receipt is a confirmation of a completed payment that you, a coworker or a supplier has completed (no payment is to be made through Roger).

The following information must be visible on each receipt:

  • Amount
  • Payment date 
  • Vendor's name

3. Credit notes

A credit note is evidence of a claim from a vendor (no payment is to be made through Roger).

The following information must be visible on each credit note: 

  • Amount
  • Payment date
  • Vendor's name

Other information

  • If you upload a document using your smartphone camera, it's important that the image is sharp and bright enough for the details to be clearly read. 
  • Check out this guide to learn about the different ways to add documents to your Roger account.
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