Managing documents
Edit, lock, archive and keep track of the documents in your account.
21 articles
- Keyboard shortcuts in Corpay OneCorpay One supports a range of keyboard shortcuts that make handling your documents much more efficient.
- Automatic archiving of documentsLearn how to set up rules for archiving documents automatically.
- How to mark an invoice as paidLearn how to mark an invoice as paid to move it to the Paid tab and skip paying it in Corpay One.
- How to change the due date on a documentLearn how to change the due date on a document.
- How to archive a documentArchiving lets you remove documents from your overview and still find them later using a filter.
- How to change the document type of a documentThis article explains how to convert a document from one document type to another.
- How to change a document's invoice amount and/or currencyIn this article you'll learn how to change the invoice amount and/or currency of a document.
- How to cancel a documentIf you regret adding a document to Corpay One, you can easily cancel it again — as long as it hasn't been paid.
- What does each document status mean?Your documents can have different statuses in Corpay One. Here's what each one means.
- How to search and filter your documentsIn this article you'll learn how to find your documents using search and filtering.
- How to lock a documentYou can lock a document to prevent other coworkers from changing the document's data.
- How to export document data from Corpay One to a .CSV fileCreate reports based on your Corpay One document data by exporting it in a few clicks. This article shows you how.
- How to open a documentIn Corpay One you can easily view the original file or image for your documents — this article shows you how.
- The tabs on your documentsThis article explains what the tabs on your documents contain.
- How to change an invoice's payment amountIn this article you can learn how to change the payment amount on an invoice.
- How to change the payment method on a documentA guide to manually changing the payment method on documents in Corpay One.
- How to change the vendor on a documentThis article describes how to change the vendor that was captured on a document.
- I've submitted a bill on its due date. What will happen?It's no problem to add an invoice on its due date, but if you're too late in the day, the payment won't be completed until the following day.
- Handling duplicates in Corpay OneCorpay One makes it easy to avoid duplicate payments by detecting duplicate documents - here is how it works.
- Exporting payment files in XML formatThis feature lets you export payments either at the invoice level or as a single batch.
- Bill PayBill Pay is the foundation of Corpay One and automatically reads all the necessary information from your documents.