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Document handling
Document handling
The guides in this collection focus on the basics of submitting and handling the various types of documents in Corpay One.
Joshua Miller avatarMads avatarFrederik Riis avatar
By Joshua and 2 others3 authors28 articles
How to Archive a document
How to Cancel a document or payment

Submitting and analyzing documents


How do I add documents?
How to manually create a bill
What type of documents can I submit to Corpay One?
What information is collected from submitted documents?
What is Send & Scan?
What happens when a document is added to your Corpay One account?
What information must my documents have to be processed?

Handling documents


How to view a document attachment
The tabs on each of your documents
How to change document amount and/or currency
What does each document status mean?
How do I delete a submitted document?
How to export your data from Corpay One to a .CSV file
How to handle emails in Corpay One
How do I lock a document?
How to search and filter your documents

Categorizing documents


Categorizing expenses in Corpay One
How to import/update your chart of accounts in Corpay One
Splitting an expense into line items
What are lists?
Visibility of custom lists

Receipts


All about receipts

Document Match


Using Document Match to match bank transactions and documents

Reimbursements


Using Corpay One for reimbursements
Reimbursements tabs explained

Credit notes


Applying a credit note
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