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.

How to approve or decline a document

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

How to appoint a default approver

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.

Appointing temporary approvers with Away Mode

Documents and payments approval

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

How to use fallback workflows

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

How to create a workflow from an existing document

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.

How to edit an already activated workflow

Automating with Workflows

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

Advanced setting: Require all approvals when manual appointing

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

Advanced settings: Live workflows

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

Advanced setting: 1-click approval

Advanced settings

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