Workflows: Approval and automation
Automate approvals, coding and payment rules so documents move on their own.
20 articles
Getting started with workflows
Understand what a workflow is, build your first one, and learn the building blocks of the tool.
- What is a workflow?A video explaining what a workflow is.
- Triggers and actions in workflowsThe full overview of the triggers and actions you can build a workflow from.
- Test your workflow before you activate itSee which documents would trigger the workflow before you put it into use.
- How to create workflowsLearn how to use Corpay One's workflow tool to create and edit workflows.
Approval
Appoint approvers, approve or reject, and handle absence.
- How to appoint temporary approversIn Corpay One you can easily appoint a temporary approver for a coworker who is on vacation or leave. Read more in this article.
- How to appoint a default approverIf no approval flow is activated, here's how to set one coworker as the default approver for all documents.
- How to approve or decline a documentLearn how you and your coworkers can approve or decline your company's documents.
- How to create an approval flowYou can easily create approval flows that can be activated manually or as part of a workflow.
Examples and recipes
Ready-made setups for the situations most companies run into.
- How to use fallback workflowsFallback workflows are only activated by documents that don't match the triggers of any other workflow. Read more here.
- How to create a workflow from an existing documentThis feature lets you easily create workflows that fit future documents similar to the existing one.
- Workflow - PBS, Leverandørservice, or Betalingsservice.Use workflows to handle documents that are paid outside Corpay One.
- Workflow - Vendor nameA video explaining how to create a workflow based on vendor name.
- Workflow - Amount limitsA video explaining how to create workflows based on amount limits.
- Fallback workflowA video explaining what a fallback workflow is and how to create one.
Settings and troubleshooting
Settings that change how workflows behave - and what to do when a workflow does not work.
- Advanced setting: Approval of workflow changesThis setting makes Corpay One always require a coworker's approval when a workflow is changed.
- My workflow was not triggered – find the causeWork through this checklist when a workflow does not do what you expected.
- How to edit, copy, disable or delete a workflowThe four actions you have on an existing workflow, and what they mean for documents that are already under way.
- Advanced setting: Require all approvals when manual appointingIf this setting is enabled, all manually appointed approvers must approve a document before its approval is complete.
- Advanced setting: Live workflowsIf this setting is enabled, workflows can be triggered again simply by changing a document's details.
- Advanced setting: 1-click approvalIf this setting is enabled, no extra confirmation is required to approve your company's documents.