All your documents have a number of tabs, each containing important features and information. The tabs can vary depending on the type of document you are looking at, but there are five basic tabs:
In this article we describe what you can use each individual tab for.
Details
The Details tab is the main tab on your documents and is shown by default when you click a document in the overview. Here you can see and change all the important details of the document:
The text below the tabs briefly tells you the most important things you need to know about the bill, for example when it will be paid or why it was deleted.
Payment amount shows the amount that was scanned from the document and can be changed as long as the document has not been paid. If the amount of a bill is changed before the bill is paid, the original amount remains visible here.
Invoice date shows the invoice date that Corpay One scanned from the document and can be changed as needed. This field is not shown on receipts, as they only have a payment date.
Due date shows the due date that Corpay One scanned from the document and can be changed as long as the document has not been paid. This field cannot be changed on receipts.
Payment method shows the payment method chosen to pay the document. On receipts, however, this field is named after the list you have created for payment methods for receipts.
By default, the Details tab also shows the drop-down menus for categories and for notes, but if you have manually created one or more lists, a drop-down menu for each of those lists is shown here as well.
The Details tab is also where you can approve/decline a document and mark a document as paid.
Activity
The Activity tab shows the most important events in the document's history and when they took place:
The events shown include the following:
When the document was issued (invoice date).
When the document was added to Corpay One.
When the document was scheduled for payment.
When the document was paid.
When a coworker approved/declined the document.
When a coworker added a note to the document.
Payment
The Payment tab shows the specific payment details for invoices that have been paid through Corpay One (which means the tab is not shown on credit notes and receipts):
The tab shows the following fields:
Type: which type of payment was made for the document (via payment slip or via bank transfer).
From: which payment method in Corpay One the amount was debited from.
To: which account the amount was sent to.
Payee: the name of the payee stated on the payment.
Invoice number: which invoice number Corpay One scanned from the document.
Text on bank statement: the text the payment shows on your bank statement.
Message to recipient: the message the creditor receives together with the payment - often something that identifies the invoice paid, for example the invoice number.
Integrations
See this article for more details about the Integrations tab.
Attention
The Attention tab is only shown if, for one reason or another, you need to take a closer look at the document:
Different messages can appear on this tab depending on what you need to be aware of regarding the document, for example:
if the integration to your company's ERP system has run into an error
if the document is a duplicate of a previously added document
if the document was canceled because one or more details are missing
Once you have read a message on the Attention tab and no longer need it, you can close the tab by clicking the Got it button to the right of each message. When all messages are marked as understood, the tab will disappear.
Chat
The chat tab shows the most important events in the document's history and the messages that have been written on the document:
It shows many of the same events as Activity, but also:
Who is tagged on the document
What is written internally on the document