Inbox and Document Handling

Receipt scanning and document uploads to kickstart the automated accounts payable and automated bookkeeping process. Roger makes it easy to automatically scan bills, receipts and credit notes.

25 articles in this collection
Written by Mads, Maha AlHussein, and Fernando Jaimes

Inbox

How do I add documents to Roger?

Roger automates the process of receipt scanning and uploading bills to help kickstart your accounts payable and accounting processes.

Written by Maha AlHussein
Updated over a week ago

What type of documents can I add to Roger?

In this article we explain the types of documents Roger supports.

Written by Maha AlHussein
Updated over a week ago

What information does Roger collect from submitted documents?

Here's an overview of the data Roger reads from your bills, receipts, and credit notes.

Written by Maha AlHussein
Updated over a week ago

What is RogerAddress?

Here's how you can use RogerAddress to forward documents to your Roger account.

Written by Maha AlHussein
Updated over a week ago

What happens when a document is added to your Roger account?

Read about how Roger handles your bills, receipts and credit notes after you add them to your account.

Written by Maha AlHussein
Updated over a week ago

Why was my document canceled? Mandatory details for processing in Roger

Your documents must contain a minimum amount of information in order for Roger to properly analyze them.

Written by Maha AlHussein
Updated over a week ago

How to view an original document

This article describes how you can view the original document of an expense.

Written by Mads
Updated over a week ago

How to handle emails in Roger

Emails sent to your company's RogerAddress end up in your Roger Inbox. This guide will help you understand how Roger processes emails.

Written by Mads
Updated over a week ago

Document handling

The tabs on each of your documents

This article outlines the information contained in the tabs visible on each document submitted to Roger.

Written by Maha AlHussein
Updated over a week ago

How to submit documents directly from your Gmail inbox

If you're using the Google Chrome browser, you can easily submit documents to Roger directly from your Gmail inbox. Take a look at it here!

Written by Mads
Updated over a week ago

How to change an expense's amount and/or currency

Learn how to easily change the amount and/or currency of an expense you have submitted to Roger.

Written by Maha AlHussein
Updated over a week ago

What does each expense status mean?

This article explains the different status labels you'll see assigned to your bills in Roger.

Written by Maha AlHussein
Updated over a week ago

Using Document Match to match bank transactions and documents

With Roger you can match transactions on your bank statement with documents in Roger to make sure all transactions are documented.

Written by Mads
Updated over a week ago

Adding and applying a credit note

How to add, convert, and apply a credit note to a vendor bill

Written by Fernando Jaimes
Updated over a week ago

How do I delete a submitted document?

As long as the bill payment hasn't been initialized yet, Roger lets you easily delete any document from your account.

Written by Maha AlHussein
Updated over a week ago

How to export your data from Roger to a .CSV file

Create reports, and manipulate your records and transactions by exporting them directly from your Roger account.

Written by Maha AlHussein
Updated over a week ago

Using Roger for reimbursements

You can manage and pay all employee expense reimbursements directly from Roger. Here's how it works.

Written by Mads
Updated over a week ago

Reimbursements Tabs Explained

Get the full overview of the Reimbursements tabs and what they mean for generating expense reports.

Written by Mads
Updated over a week ago

How do I lock a document?

This article explains how you can lock a document to prevent coworkers from changing its data.

Written by Maha AlHussein
Updated over a week ago

How to search and filter your expenses

Here's how to utilize the search and filter functions to better find and organize your expenses.

Written by Mads
Updated over a week ago

Splitting an expense into line items

Here's how you can split up one expense's total value into lines, and assign each line item its own category and more.

Written by Mads
Updated over a week ago

All about receipts

Roger supports both invoices/bills, credit notes and receipts. Here's all you need to know about how Roger handles receipts.

Written by Maha AlHussein
Updated over a week ago

Categorizing and lists

What are lists?

The article gives an overview of Roger's Lists feature - what they are, the most common examples, and how to create them in 3 ways.

Written by Maha AlHussein
Updated over a week ago

Categorizing expenses in Roger

Here's an overview of the ways to select the right financial account for each document in Roger.

Written by Maha AlHussein
Updated over a week ago

Visibility of custom lists

Define which custom lists should appear on which document types in Roger.

Written by Mads
Updated over a week ago