Examples and recipes
Ready-made setups for the situations most companies run into.
6 articles
- 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.