Handling documents
12 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.
- Automatic Archiving of DocumentsWith automatic archiving rules, you can ensure that processed documents are archived automatically. You can also receive a daily notification with an overview of which documents have been archived.
- 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.
- Keyboard shortcuts in Corpay OneCorpay One offers a range of keyboard shortcuts that make handling documents in Corpay One much more efficient.