Workflow

Guide to Roger’s state-of-the-art automation tool: customizable workflows.

10 articles in this collection
Written by Mads and Maha AlHussein

How to create workflows

This guide helps you create and edit workflows with Corpay One workflow tool.

Written by Mads
Updated over a week ago

How to create approval flows

You can easily create approval flows that can be activated manually or used as part of your workflows.

Written by Mads
Updated over a week ago

How to use fallback workflows

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

Written by Mads
Updated this week

How to approve or decline a document

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

Written by Maha AlHussein
Updated over a week ago

How to appoint a default approver

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

Written by Maha AlHussein
Updated over a week ago

Away mode

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.

Written by Mads
Updated over a week ago

How to create a workflow from an existing document

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

Written by Mads
Updated this week

Advanced settings

Advanced setting: Require all approvals when manual appointing

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

Written by Maha AlHussein
Updated over a week ago

Advanced settings: Live workflows

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

Written by Mads
Updated over a week ago

Advanced setting: 1-click approval

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

Written by Maha AlHussein
Updated over a week ago