Before you can become an Advisor
To become a Corpay One Advisor, you must work for an accounting or auditing firm. If you do, first sign up for Corpay One on our website, and then contact us to have the account changed to an Advisor agreement.
As an Advisor, you can manage all your clients in Corpay One and offer them a wide range of benefits to automate and streamline their bookkeeping đ
You manage all your clients through a dedicated portal called Advisor Hub.
Access your Advisor Hub
1. Click the 'Advisor Hub' button at the bottom of the side menu:
2. You are now in your Advisor Hub!
Start using your Advisor agreement
Below you can see what each menu in Advisor Hub lets you do. For the full tour, read A tour of Advisor Hub.
1. Home
Your home page consists of several elements:
Easily accessible information about your clients, including payment errors, integration errors and pending approvals.
Activity, so you can easily follow your clients' activity in Corpay One and whether their use of the agreement is going up or down.
A task module, where you can log tasks for yourself or your coworkers and easily assign them to a client.
General usage across your clients.
Personalised view: create labels under the "Clients" tab and filter on your labels on the home page.
2. Clients
Here you can create new clients and manage existing ones.
Custom labels
You can create labels and assign them to your clients, so it's easier to categorise them and filter on the categories.
Onboarding
Create your own onboarding steps for new clients and follow them in each client's overview and in the client table. Note that new onboarding steps only apply to clients created afterwards â not retroactively.
3. Staff
Here you can invite the people on your staff who will use Corpay One for your clients.
4. Access groups
With access groups, you can easily give your staff access to clients in Corpay One. Staff who share an access group with a client have access to that client.
5. Workflow
In your Advisor Hub you can easily create workflows and workflow templates that can be used across your clients.
Note: Set up your own company's Corpay One account
Besides your Advisor Hub, you of course also have a regular Corpay One account for your company, so you can use Corpay One internally for your own documents. You access this account by clicking your own company under Clients in Advisor Hub and then clicking Open client.
To get properly started with Corpay One for your own company, we recommend completing the following steps on your own Corpay One account:
1. Verification
Once the account is created, you need to verify yourself and your company. Read more about account verification in Corpay One here.
Personal verification is found under My profile â Account verification (required for coworkers who want to add payment methods, among other things).
Company verification is found under Settings â Account verification (required to comply with anti-money laundering rules and prevent fraud, among other things).
2. Payment methods
Add a payment method under Payment methods (only relevant if the Pay payment component is turned on). Read more about payment methods in Corpay One here.
Note that this step can't necessarily be completed the same day â it depends on your bank. Read more about connecting your bank here.
3. Coworkers
Invite your coworkers to Corpay One under Settings â Coworkers. Read more about coworkers in Corpay One here.
4. Lists
Create a list of payment methods/contra accounts for receipts under Settings > Lists (not relevant if you're connecting Corpay One to Billy). Read more about receipts in Corpay One here.
5. Integrations
Set up the integration to your accounting system under Settings > Integrations. You can find guides to Corpay One's integrations here.
6. Workflows
Create the workflows you need to automatically assign approvers and perform automatic actions such as coding, adding notes or choosing currency accounts, and much more (only relevant if the Workflow component is turned on) under Tools > Workflow.
We recommend creating a simple fallback workflow, which makes sure that documents that don't match the criteria of other workflows always get sufficient approval.
Consider whether you need mandatory workflows that must always be completed before a document can be finally approved.
7. Advanced settings
Make sure to decide which advanced settings should be turned on under Settings > Advanced.
We recommend turning on all workflow settings, including selecting a default approver.
You should now be ready to start using Corpay One!