The Corpay Complete mobile app allows users of the Corpay Complete platform to submit employee expenses. This article describes the steps in the Corpay Complete mobile app to create and edit an expense item and submit an Expense Report for approval. The process in this article is specific to out-of-pocket transactions made using personal cards or cash.
To start the Expense Reimbursement process 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 Create Expense to create an expense item.
4. From the Create Expense tab, select Create a New Expense Item.
5. On the Create a New Expense Item screen, complete all the required fields and upload a receipt as applicable. When done, tap the Create Expense Item button.
Note: You will receive a popup message confirming that a new Expense Item has been created.
Note: A new Expense Item is now created. Under the Expenses tab, you may swipe the expense item left, if you wish to edit or delete the expense item.
**Please note that Expense Reports are required after creating an Expense Item. To create and submit an Expense Report for your Expense Item(s), return to the Expenses tab and follow the steps below.
6. 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.
7. Follow the steps below to either create a new Expense Report, 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 8 to Submit the Expense Report you created. Follow the steps below if the Expense Item is to be added to an already existing Expense Report.
b. To add an Expense Item 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.
8. Return to the Expenses tab and tap on the draft Expense Report.
9. 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. |
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