The Main Dashboard Page in Corpay Complete

When users log in to Corpay Complete, the Main Dashboard page displays by default and will include the following sections depending on your company’s configuration:

• Subsidiary View
• Actionable Items
• Payment Actions Required Today
• Spend By Vendor
• Top 5 Purchase Orders
• Stats

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company, company configuration, and enabled features. As a result, some pages and information may not be visible to you or may only be available in a view only format.

Subsidiary View

Select the Subsidiary View drop-down and select a subsidiary to display subsidiary-specific data in the Actionable Items, Payment Actions Required Today, Top 5 Purchase Orders, and Stats panes.

Actionable Items

The Actionable Items pane displays for customers who have enabled Corpay Complete’s invoice automation or payment automation features and includes the following rows:

• Payment Runs Requiring Your Approval: This row is for unapproved payment run(s). The count of payment runs is for the submitter.
• Invoices Requiring Your Approval: This row is for invoices that need your approval.
• Payment Runs with Errors: This row is for payment runs containing errors that must be fixed prior to processing the payment run.
• POs Requiring Your Approval: This row is for purchase orders that need your approval.
• Payments Requiring Your Approval: This row is for payments that need your approval.
• Vendor Requiring Your Approval: This row is for vendors that need your approval.
• Credit Memo Requiring Your Approval: This row is for credit memos that need your approval.
• Corporate Cards Requiring Your Approval: This row is for corporate cards that need your approval.
• Expense Report Requiring Your Approval: This row is for expense reports that need your approval.
• POs Requesting a Card: This row displays the number of purchase orders requesting a card.

Select a row to view item(s) requiring immediate action.

Payment Actions Required Today

The Payment Actions Required Today pane displays for customers who have invoice automation or payment automation enabled and includes the following items:

• Invoices to Process: This row is for unpaid invoice(s) with a Process by Deadline equal to or before the current date.
• Payment Runs Requiring Your Approval: This row is for unapproved payment run(s) not approved and contain invoice(s) with the Process by Deadline equal to or before the current date. The count of invoices is for the person who submitted the invoices.
• Payment Runs Requiring Others’ Approval: This row is for unapproved payment run(s) not approved and contain invoice(s) with the Process by Deadline equal to or before the current date. The count of invoices is for the person who will approve the invoices.

NOTE: Failure to address these items may result in late fees.

Select a row in the Payment Actions Required Today pane to view the items requiring your immediate attention.

Spend By Vendor

The Spend By Vendor pane gives a summary of your organization’s spending for your top vendors. Select each of the following tabs to view data about the previous month, quarter, year, or year over year.

Last Month Tab

The Last Month tab displays the total spend by active vendor(s) in the previous month.

Last Quarter Tab

The Last Quarter tab displays the total spend by active vendors in the previous quarter.

Last Year Tab

The Last Year tab displays the total spend by active vendors in the previous year.

Year Over Year Tab

The Year Over Year tab displays the change in spend amounts for each month and compares the current year (solid blue line) to the previous year (dashed blue line). Hover over each trend line for additional details.

Top 5 Purchase Orders

The Top 5 Purchase Orders pane displays the purchase order balances for the top five vendors at your organization and includes the following data for each vendor:

• Gross Balance
• Open Balance
• Open Invoices
• Open Accruals

Click a vendor Name to open the Vendor Details page for the selected vendor.

Stats

The Stats pane provides an overall summary for invoices, purchase orders, and other categories requiring your attention. Click a row to view the items in each category.