All documents are handled directly in the individual client's organization in Corpay One, so the points below do not apply to your Advisor Dashboard - only to the individual client's organization.
What do the tabs on a document mean?
You can read more about that in this article.
Which keyboard shortcuts can I use in Corpay One?
You can get an overview of them here.
Which document types are supported in Corpay One?
You can see that here.
How do I approve coworker reimbursements in Corpay One?
You can find that out in this article, where you can also read more about coworker reimbursements in general.
Where do I find my client's documents?
You find them on the client's Bill Pay page, which you can open by clicking the client under Clients in the Advisor Dashboard.
Where can I see and edit vendors for documents in Corpay One?
This article describes the vendor overview in Corpay One in general terms and what you can do there.
This article describes how to merge one vendor with another.
This article describes how to enter default payment details for a vendor.
How do I find a specific document in Corpay One?
Take a look at this article, which describes a number of ways to find documents in Corpay One.
How do I change the document type of a document?
You can read more about that in this article.
How do I code a document in Corpay One?
You can do this in several ways. See this article.
How do I split a document into multiple lines (line item coding)?
That is explained in this article.
How do I manually synchronize document and payment data to the accounting or ERP system?
This article describes how to manually synchronize data to the accounting or ERP system.
How do I set up workflows for documents?
Take a look at this article, which goes through workflows in general.
This article describes how to edit a workflow that is already active.
Here you can read about how to share workflow templates with multiple clients.
How are credit notes applied in Corpay One?
You can read more about that here.