Corpay One

These articles teach you how to use Workflows to automate your company's payment approvals, categorization and general document handling.

Approvals and automation

Learn how you and your coworkers can approve or decline expenses.

If no approval workflow is activated, here's how to set one coworker as the default approver for all documents.

When you or a coworker is out on vacation or leave, here's how we let you easily designate an approver to cover for them.

Fallback workflows are only activated by documents that don't meet the criteria of other workflows. Read more here.

This time-saving feature enables you to easily create workflows to perform the same actions on future, similar documents.

A workflow that has been activated on one or more documents can't be edited just like that. This article explains how to get around this.

If this option is enabled, all manually designated approvers must approve a document before its approval is complete.

If this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.

If this option is enabled, no secondary confirmation will be required to approve expenses.

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