Document handling

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

Mads avatar Maha AlHussein avatar
26 articles in this collection
Written by Mads and Maha AlHussein
Handling documents

How to view a document attachment

In Corpay One, you can easily find the original attachment or picture of a document. This article describes how.
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Written by Mads
Updated over a week ago

The tabs on each of your documents

This article outlines the information contained in the tabs visible on each document submitted to Corpay One.
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Written by Maha AlHussein
Updated over a week ago

How to change document amount and/or currency

Learn how to easily change the amount and/or currency of a document submitted to Corpay One.
Mads avatar
Written by Mads
Updated over a week ago

What does each document status mean?

This article explains the different status labels you'll see assigned to your documents in Corpay One.
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Written by Maha AlHussein
Updated over a week ago

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.
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Written by Maha AlHussein
Updated over a week ago

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

Create reports, and manipulate your records and transactions by exporting them directly from your account.
Maha AlHussein avatar
Written by Maha AlHussein
Updated over a week ago

How to handle emails in Corpay One

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.
Mads avatar
Written by Mads
Updated over a week ago

How do I lock a document?

You can lock a document to prevent coworkers from changing its data.
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Written by Maha AlHussein
Updated over a week ago

How to search and filter your documents

Here's how to utilize the search and filter functions to better find and organize your documents.
Mads avatar
Written by Mads
Updated over a week ago