Document handling
The guides in this collection focus on the basics of submitting and handling the various types of documents in Corpay One.
31 articles
How to Cancel a document or paymentLearn how to Cancel a document or payment scheduled in Corpay One.
Getting started with PayablesHow to start paying vendor bills in Corpay One
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.
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.
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!