Navigating the Payment Approval Tab in Corpay Complete

The Payment Approval tab is where users can:

• View and edit payments
• Export payments
• Approve and reject payments

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

The following table describes the available actions on the Payment Approval tab.

Item	Description
Bulk Actions	Click the Bulk Actions drop-down to approve one or more payments. Select the checkbox to the left of each payment and then choose Approve. The payment status will change to Approved. The status must be changed to Processing before the payment can be processed. NOTE: Depending on company configuration, payments may either be changed from Approved to Processed manually or automatically moved from Pending to Processing.
Quick Filters	Click the Quick Filters button to select from a list of pre-selected filters.
Export Payments	To generate a Payment Listing report for all or some payments, click the Export Payments  icon. Open the Reports module to access and view the report.
Toggle Filter	Click the Toggle Filter  icon to show or hide filter fields under each column.

 

Payment Approval Table

The following table describes the fields and actions in the Payment Approval table.

Item	Description
Payment Number	The Payment Number column displays the number of the payment. Click the payment number to open the Payment Details page.
Vendor	The Vendor column displays the vendor’s name. Click the vendor’s name to open the Vendor Details page.
Payment Date	The Date column displays the date when the payment was created.
Payment Type	The Payment Type displays the type of payment: Debit Credit
Subsidiary	The Subsidiary column displays the payment subsidiary.
Payment Method Type	The Payment Method Type displays the type of payment method that will be used for the payment.
Originating Account	The Originating Account column displays the account where the payment originated.
Amount	The Amount column displays the payment amount.
Balance	The Balance column displays the balance of associated credit memos, if any.
Status	The Status column displays the payment status: Pending: The payment has been submitted for approval. Rejected: The payment was rejected by an approver or manager. Approved: The payment was approved by an approver or manager. Processing: The payment has been submitted for processing by the financial institution. Cleared: The payment was successfully processed and completed. Failed: The payment was rejected by the ACH system. Void: The payment was manually canceled. Active: The payment has been submitted for approval or processing.
Is Scheduled	The Is Scheduled column indicates whether a payment has been scheduled.
Reference Number	The Reference Number column displays the reference number for the payment
Action	The Action column contains the following action icons: View: Click the View  icon to open the Payment Details page. Message: Click the Message  icon to open the Message dialog where the following options are available: Internal Chat: Use this tab to send an internal message to the payment run submitter or approver(s). Vendor Chat: Use this tab to send a message to a vendor or respond to a message. NOTE: This type of message is visible to all vendors in the payment run. To notify other users about the internal or vendor-facing message, enter their name(s) in the Notify User(s) field. Approve: Click the Approve  icon to approve the payment. After all approvals are submitted, the payment status will change to Closed. The payment’s status will remain in Pending if outstanding approvals exist on the payment. Reject: Click the Reject  icon to reject the payment. The payment will be removed from the Payment Approvals table and its status will change to Rejected.