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Audit trail, coworker notifications and Corpay One updates

An overview of three Corpay One features designed to give you full compliance and full visibility into your company.

With all the important tasks Corpay One helps your company with, it is invaluable to be able to see which coworkers do what, and when they do it. It is also useful to have an overview of which coworkers have mentioned you in conversations on documents in Corpay One, and which items require your attention in Corpay One. Here's an overview of these features, which all Corpay One users have access to regardless of subscription.

  • Note: You can see the Audit trail, coworker notifications and alerts no matter which role you have in Corpay One. However, only administrators and account owners can see the full overview of every coworker's activity on the account in the Audit trail.

Audit trail

The Audit trail gives you a real-time overview of all your own and your coworkers' activity on the company account in Corpay One. This activity is listed in chronological order and covers everything from payments and edits to document details, to changes to account settings and integrations. This overview is valuable both for your company's internal administration and activity overview, and for compliance-related inquiries and questions.

Click the small bell in the right-hand corner of the screen to open the Audit trail. It opens as a side menu on the right side of the screen:
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Notifications

When you click the bell and then TAGS, you will see the TAGS tab in addition to the Alerts and Audit trail tabs. Here you'll find an overview of every time a coworker has mentioned you with @ in the Chat tab on a document in Corpay One. When you click a notification, you go straight to the document where you were mentioned:

Note: If you're not online when a coworker mentions you with @, you'll be notified by email (if you have the email notification for this enabled in your notification settings).
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Alerts

Last but not least, the Alerts tab gives you an easy way to keep track of issues with your documents in Corpay One. In this area you can read about documents that have been paused, marked as duplicates, or anything else that requires your attention.

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