Document handling
The guides in this collection focus on the basics of submitting and handling the various types of documents in Corpay One.
34 articles
- How do I add documents?Corpay One automates the process of receipt scanning and uploading bills to help kickstart your accounts payable and accounting processes.
- How to manually create a billIf you're missing a bill for an expense, or if a bill is not readable by Corpay One, you can create it yourself.
- What type of documents can I submit to Corpay One?In this article we explain the types of financial documents Corpay One supports.
- What information is collected from submitted documents?Here's an overview of the data Corpay One reads from your bills, receipts, and credit notes.
- What is Send & Scan?Here's how you can use Send & Scan to submit and receive documents via email.
- What happens when a document is added to your Corpay One account?Read about how Corpay One handles your bills, receipts and credit notes after you submit them to your account.
- What information must my documents have to be processed?Your documents must contain a minimum amount of information in order for Corpay One to properly analyze them.
- How to handle emails in Corpay OneEmails sent to your company's Send & Scan end up in the Emails section. This guide will help you understand how Corpay One processes emails.
- How to view a document attachmentIn Corpay One, you can easily find the original attachment or picture of a document. This article describes how.
- The tabs on each of your documentsThis article outlines the information contained in the tabs visible on each document submitted to Corpay One.
- How to change document amount and/or currencyLearn how to easily change the amount and/or currency of a document submitted to Corpay One.
- What does each document status mean?This article explains the different status labels you'll see assigned to your documents in Corpay One.
- How do I delete a submitted document?As long as the bill payment hasn't been initialized yet, Corpay One lets you easily delete any document from your account.
- How to export your data from Corpay One to a .CSV fileCreate reports, and manipulate your records and transactions by exporting them directly from your account.
- How to lock a documentYou can lock a document to prevent other employees from changing the document's data.
- How to search and filter your documentsHere's how to utilize the search and filter functions to better find and organize your documents.
- How to Archive a documentArchive allows you to remove bills from view to clean up your documents, but access them in future with a filter.
- 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.
- How do I mark a bill as paid?Learn how to mark an unpaid bill as paid if you do not want to handle the payment in Corpay One.
- Keyboard shortcuts in Corpay OneCorpay One offers a range of keyboard shortcuts that make handling documents in Corpay One much more efficient.
- Categorizing expenses in Corpay OneHere's an overview of the ways to select the right financial account for each document.
- Splitting an expense into line itemsHere's how you can split up one expense's total value into lines, and assign each line item its own category and more.
- What are lists?The article gives an overview of the Lists feature - what they are, the most common examples, and how to create them in 3 ways.
- Visibility of custom listsDefine which custom lists should appear on which document types in Corpay One.
- How to turn on Automatic Line Items for a VendorThis article describes how, under a vendor's settings, you turn on automatic line items for your vendors.
- Reimbursements in Corpay OneYou can manage and pay all employee expense reimbursements directly from Corpay One. Here's how it works.
- Reimbursements tabs explainedGet the full overview of the Reimbursements tabs and what they mean for generating expense reports.
- Handling Reimbursements in Foreign CurrencyHow to handle your reimbursements in foreign currency, automatically!