Document handling | Help Center

Submitting and analyzing documents

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.

Written by Maha AlHussein
Updated over a week ago

How to manually create a bill

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

Written by Mads
Updated over a week ago

What type of documents can I submit to Corpay One?

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

Written by Maha AlHussein
Updated over a week ago

What information is collected from submitted documents?

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

Written by Maha AlHussein
Updated over a week ago

What is Send & Scan?

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

Written by Mads
Updated over a week ago

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.

Written by Maha AlHussein
Updated over a week ago

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.

Written by Maha AlHussein
Updated over a week ago

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.

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.

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.

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.

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.

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.

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.

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.

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.

Written by Mads
Updated over a week ago

Categorizing documents

Categorizing expenses in Corpay One

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

Written by Maha AlHussein
Updated over a week ago

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

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

Written by Mads
Updated over a week ago

Splitting an expense into line items

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

Written by Mads
Updated over a week ago

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.

Written by Maha AlHussein
Updated over a week ago

Visibility of custom lists

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

Written by Mads
Updated over a week ago

Receipts

All about receipts

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

Written by Maha AlHussein
Updated over a week ago

Document Match

Using Document Match to match bank transactions and documents

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

Written by Mads
Updated over a week ago

Reimbursements

Using Corpay One for reimbursements

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

Written by Mads
Updated over a week ago

Reimbursements tabs explained

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

Written by Mads
Updated over a week ago

Credit notes

Applying a credit note

How to add, convert, and apply a credit note to a vendor bill

Written by Mads
Updated over a week ago