Corpay One

Archive allows you to remove bills from view to clean up your documents, but access them in future with a filter.

How to Archive a document

Learn how to Cancel a document or payment scheduled in Corpay One.

How to Cancel a document or payment

Joshua Miller

Mads

Frederik Riis

The guides in this collection focus on the basics of submitting and handling the various types of documents in Corpay One. 

Document handling

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

How do I add documents?

If you're missing a bill for an expense, or if a bill is not readable by Corpay One, you can create it yourself.

How to manually create a bill

In this article we explain the types of financial documents Corpay One supports.

What type of documents can I submit to Corpay One?

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

What information is collected from submitted documents?

Here's how you can use Send & Scan to submit and receive documents via email.

What is Send & Scan?

Read about how Corpay One handles your bills, receipts and credit notes after you submit them to your account.

What happens when a document is added to your Corpay One account?

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

What information must my documents have to be processed?

Submitting and analyzing documents

In Corpay One, you can easily find the original attachment or picture of a document. This article describes how.

How to view a document attachment

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

The tabs on each of your documents

Learn how to easily change the amount and/or currency of a document submitted to Corpay One.

How to change document amount and/or currency

This article explains the different status labels you'll see assigned to your documents in Corpay One.

What does each document status mean?

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

How do I delete a submitted document?

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

How to export your data from Corpay One to a .CSV file

Emails 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 handle emails in Corpay One

You can lock a document to prevent coworkers from changing its data.

How do I lock a document?

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

How to search and filter your documents

Handling documents

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

Categorizing expenses in Corpay One

You easily import and update your chart of accounts in Corpay One. This article describes how.

How to import/update your chart of accounts in Corpay One

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

Splitting an expense into line items

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

What are lists?

Define which custom lists should appear on which document types in Corpay One.

Visibility of custom lists

Categorizing documents

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

All about receipts

Receipts

With Document Match in Corpay One you can match transactions on your bank statement with documents to make sure transactions are documented.

Using Document Match to match bank transactions and documents

Document Match

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

Using Corpay One for reimbursements

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