When you open a coworker expense report in Corpay One under Tools > Reimbursements, you can access your open and closed reports. When you open a report, three tabs appear at the top of the screen, giving you a range of information and settings that you can turn on as needed. This article describes what each tab has to offer.
Note! While the report is open, new reimbursements can be added, and once it is complete, no further reimbursements can be added.
Reimbursements
This tab shows all the receipts a coworker has added for their reimbursements, and it is set up as a simplified version of the company's Bill Pay. You can add new reimbursements to the report by clicking the Add a reimbursement to this report button:
Submissions
This tab shows an overview of every time the coworker has submitted the report to be paid for their reimbursements. The overview shows a unique ID for each submission, the date and time of the submission, the number of reimbursements submitted, the total amount of the submission, and any notes the coworker has added to the submission.
Properties
This tab shows the settings selected for the expense report. Some of these settings were already selected when the report was created, and others can be set afterwards:
Payment recipient: This shows your bank details, that is, the payment details the company uses to reimburse you. If you have changed your payment details between two submissions, that is described here. You can see and change your bank details under My Profile > Reimbursement Account.
Name of expense report: This is the name of the expense report that was chosen when the expense report was created. You can change the name, but remember to save afterwards.
Currency: This is the report's currency. Receipts in any known currency can be added to the expense report, but the report must always be in DKK, as that is currently the only currency reimbursements can be paid out in.
Add via email: Turn on this setting if you want yourself and others to be able to add receipts to the expense report by sending them to the email address shown.
Close report when submitting: Turn on this setting to automatically close the report to further reimbursements as soon as the report is submitted.
Delete expense report: Use this button to delete the report and all reimbursements in it. A report cannot be deleted if it has already been submitted.