Restarting a Payment Approval Workflow

In Corpay Complete, Admin users can restart the approval workflow for payments. Users can restart the approval workflow of a single payment or multiple payments using the Bulk Action feature.

Payments must have a Status of Pending before the approval workflow can be restarted. If the payment Status is not equal to Pending, it must be reset.

This article describes how to perform the following tasks:

• Resetting a Payment Status
• Restarting a Single Payment Approval Workflow
• Restarting Multiple Payment Approval Workflows

NOTE: The visibility of fields and information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some fields or information may not be visible or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.

Resetting a Payment Status

This section describes how to reset a payment status so that the approval workflow can be restarted. These steps are only necessary if the Payment Status is not equal to Pending.

1. Log in to Corpay Complete.

2. Select the Payments menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Payments page, enter the payment number in the Payment Number Filter field.

4. Use one of the following methods to open the Edit Payment dialog:

• Select the payment number from the search results in the Payments table. On the Payment Details page, click the Edit Payment button.

• In the Payments table, select the Edit  icon in the Action column to the right of the payment to be reset.

5. On the Edit Payment dialog, select Pending from the Status drop-down.

6. Click the Submit button.

7. The Status of the payment will be updated.

Restarting a Single Payment Approval Workflow

This section explains how to restart the approval workflow of a single payment.

NOTE: Reset the payment Status if it is not equal to Pending.

1. Select the Payments menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. The Payments tab will display.

3. In the Payments table, select the View  icon in the Action column of the payment that will have its approval workflow reset.

4. On the Payment Details page, scroll down to the Approval Workflow pane.

5. Click the Restart button.

6. The approval workflow will be restarted.

Restarting Multiple Payment Approval Workflows

This section describes how to restart the approval workflow of multiple payments.

NOTE: The Status of each payment must be reset if it is not equal to Pending.

1. Select the Payments menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. In the Payments table, select the checkboxes to the left of each payment that needs to have approvals restarted.

3. Click the Bulk Actions drop-down and then select the Create/Reset Approval Workflow option.

4. In the Bulk Approval Workflow dialog, click the Ok button.

5. The approval workflow will be restarted for each payment.