Automate the processes that power your team.

Follow these Workflow recipes to get a headstart on using Roger to automate day-to-day finance tasks.

Start using Workflows

Basic Workflows

These Basic Workflows can help your team get started with Roger. They are some of the most common examples we see across our the Roger community.

Send larger expenses for manager approval.

When this happens:
If an expense's PAYMENT AMOUNT is GREATER THAN $5000
Do this:
REQUIRE APPROVAL from ALL of the following COWORKERS
Create it in Roger

Ensure all expenses require approval.

When this happens:
If an expense's TYPE is BILL, RECEIPT, CREDIT NOTE OR EXPENSE REPORT
Do this:
REQUIRE APPROVAL from ALL of the following COWORKERS
Create it in Roger

Automate bookkeeping for new expenses.

When this happens:
If an expense's CATEGORY is EMPTY
Do this:
REQUIRE APPROVAL from ALL of the following COWORKERS (Usually, your bookkeeper!)
Create it in Roger

Categorize Expenses by Keyword

When this happens:
If an expense's KEYWORD contains YOUR KEYWORD
Do this:
ADD LABEL from CUSTOM LIST (Y
Create it in Roger