Corpay Complete empowers Accounts Payable (AP) teams with easy-to-use, self-service capabilities such as Interactive Review Mode, an embedded feature for invoices that guides users through the review process. In this article, you will learn more about Interactive Review Mode and how it is used to confirm and edit invoice details.
Invoice Submission and Processing
Invoices are submitted to Corpay Complete manually and via email as well as through the Vendor Portal and Electronic Data Interchange (EDI). The EDI submission method allows vendors to submit invoices electronically, which enables limitless lines of data, faster processing, and increased accuracy. See the following articles to learn more about how invoices are submitted to Corpay Complete:
Once invoices are submitted, they are processed and automatically coded by Corpay Complete based on the historical coding of invoices for each vendor. AP teams are then able to access and review each invoice to ensure accuracy and update data, such as GL coding, using Interactive Review Mode.
NOTE: Invoices submitted via email aliases before 5pm PT display on the Inbox tab the next day and invoices submitted via email aliases after 5pm PT display on the Inbox tab 48 hours after submission.
Interactive Review Mode
AP teams can enable Interactive Review Mode in Corpay Complete to assist with reviewing and updating invoice details such as default General Ledger (GL) coding.
To access, enable, and use Interactive Review Mode:
1. Log in to Corpay Complete.
a. Enter your email address or username in the E-mail or Username field then click the Continue button.
b. Enter your password in the Password field then click the Login button.
2. In the left-side navigation pane, click the Invoices menu item.
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.
3. On the Invoices page, click the Inbox tab.
4. In the Inbox table, locate the invoice to review then click the Edit icon.
5. If Interactive Review Mode is not enabled (green) on the Invoice tab, click the Interactive Review Mode toggle to enable it.
6. On the Invoice tab, the fields containing data predicted by Corpay Complete’s Optical Character Recognition (OCR) and Artificial Intelligence (AI), are outlined in yellow.
7. Review each field outlined in yellow then hover over the field and click the green check mark to confirm the information or the red
X to clear the field and enter the correct information.
8. Review and update the fields that are not outlined in yellow as needed.
9. Update GL coding fields as needed to establish default coding for future invoice submissions from the same vendor.
10. Scroll to the bottom of the page then click one of the following buttons:
a. Save: Saves the invoice.
b. Save and Next: Saves the invoice and displays the next invoice for review.
c. Submit and Next: Sends the invoice through the approval workflow and displays the next invoice for review.
d. drop-down: If the drop-down is selected, click one of the following menu items:
i. Submit for Approval: Sends the invoice through the approval workflow.
ii. Request for Approval: Sends approval requests to users not included in the approval workflow.
iii. Submit to ERP: Sends the invoice to the Enterprise Resource Planning integration for processing.
NOTE: The Invoice Automation team reviews GL coding in invoices periodically. However, customers can request assistance with invoice coding by submitting support requests to accountmanagement@corpay.com.
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