Getting started with Corpay One
The guides in this collection will help you take the first steps in setting up Corpay One.
14 articles
Setting Up 2FA (Two Factor Authentication)Our site and product now require Two-Factor Authentication (2FA) for all users. Below are step-by-step instructions to get started.
Transactions Page OverviewThe Transactions page gives you a complete view of your spending activity. You can filter, sort, and customize how transaction data is displayed, save views for repeated use, share views…
How to create workflowsThis guide helps you create and edit Bill Pay workflows with Corpay One workflow tool.
Automatic Archiving of DocumentsWith automatic archiving rules, you can ensure that processed documents are archived automatically. You can also receive a daily notification with an overview of which documents have been archived.
Account and company verificationCompleting the verification process lets you take full advantage of Corpay One's payments features.
Identity verificationHere's how to complete our secure identity verification to keep your Corpay One account safe.
Company Verification with Employer Identification Number or Federal Tax IDComplete your company verification using the company's Federal Tax Identification Number or Employer Identification Number.