Handling documents
10 articles
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.
