Inbox and Document Handling

How to let Roger’s intelligent scanning engine and document handling features work for you

Mads avatar Maha AlHussein avatar Fernando Jaimes avatar
21 articles in this collection
Written by Mads, Maha AlHussein, and Fernando Jaimes
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.
Maha AlHussein avatar
Written by Maha AlHussein
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.
Maha AlHussein avatar
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.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

Adding and applying a credit note

How to add, convert, and apply a credit note to a vendor bill
Fernando Jaimes avatar
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.
Maha AlHussein avatar
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.
Mads avatar
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.
Mads avatar
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.
Maha AlHussein avatar
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.
Mads avatar
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.
Mads avatar
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.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago