How to Edit and Submit Expense Reports for Card Transactions (Mobile)

The Corpay Complete mobile app allows users of the platform to submit employee expenses for corporate Card expenses. This article describes the steps in the Corpay Complete mobile application to edit an expense item and submit an expense report for approval. The process is specific to transactions made using a Corpay corporate card.

To edit an expense item in the Corpay Complete mobile app;

1. Log in to the Corpay Complete mobile app.

2. Tap on the Expense icon from the main navigation at the bottom of the screen.

3. Select the Expenses tab to view Corpay card-related expense items.

4. From the list of Expense Items, select the Expense Item you wish to view or edit. (See the notes below if you prefer to use the Search or Filter functions to find a specific Expense Item.)  

Note:

• Please note that processed card transactions will automatically appear in the Expenses tab under the Expense Menu. 
• If you wish to search for a specific Expense Item, you may input the Expense Number in the Search field () and search for the applicable expense item.

• You may also use the Filters feature to filter expense items by attributes like Submit Date Range, Status, Expense Amount Range, or Receipt Attached.

5. Selecting the Expense Item brings you to the Expense Details screen with an option to edit the Expense Item. As applicable, resolve any policy violations listed at the bottom of the Expense Details screen.

6. On the Edit Expense Item screen, complete all the required fields and upload a receipt as needed. When done, tap Save.

Note: You will receive a popup message confirming that your updates are saved.

**Please note that Expense Reports are required after editing and saving Expense Items. To create and submit an Expense Report for your Expense Item(s), return to the Expenses tab and follow the steps below.

7. To create and submit an Expense Report for the expense item, tap on the  icon at the bottom of the screen in the Expenses tab.

8. Follow the steps below to either create a new Expense Report for the Expense Item, or add the Expense Item to an already Existing Expense Report.

a. To create a new Expense Report,

i. Select Create Expense Report.

ii. Select the applicable Expense Item(s) and tap the Create Expense Report button. You will receive a popup message confirming that a draft Expense Report has been created.

**This completes the workflow for creating a New Expense Report and you may proceed to Step 9 to Submit the Expense Report you created for approval. Follow the steps below if the Expense Item is to be added to an already existing Expense Report.

b. To add an Expense Item(s) to an existing Expense Report,

i. Select Add to Existing Report.

ii. Select the Expense Item(s) you want to add from the list and tap Add to Report.

iii. Choose the Expense Report to which you want to add the selected Expense Item(s).

iv. Tapping an Expense Report from the list will expand the selection to show an overview of the Expense Items already linked to that Expense Report. Tap Select Expense Report to add the selected Expense Item(s) to the report.

Note: A success message will appear showing the successful addition of the expense item to the expense report.

**Please note that the Expense Report to which you added an Expense Item needs to be submitted for approval. Follow the steps below to submit the updated Expense Report for Approval.

9. Return to the Expenses tab and tap on the draft Expense Report.

10. From the Expense Reports details screen, edit the draft Expense Report as applicable and tap Submit.

Note: You will receive a success message confirming that the Expense Report was submitted, and the Expense Report will show under the Expense Reports tab with the status Pending.

            

Expense Report Status Descriptions

Expense Report Status	Expense Report Status Description
New	The Expense Report is newly created and needs to be reviewed and submitted for approval.
Pending Approval	The Expense Report is submitted for and awaiting approval.
Approved	All approvals are completed for the Expense Report, and it is awaiting payment and reconciliation.
Rejected	The Expense Report has been rejected by the approver. No action is needed.
Paid	The Expense Report has been fully processed, and expense reimbursement is paid to the requestor.
Closed	The Expense Report has been fully processed, expense reimbursement is paid and reconciled.