Closing a Campaign and Booking Accruals

This article describes how to close an accrual campaign and book accruals. To learn how to create a campaign, refer to the Creating and Sending an Accrual Campaign article.

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1. Log in to Corpay Complete.
2. Select the Accruals menu item from the left-side navigation pane.

3. Select the Campaigns tab.

4. In the Campaigns table, locate the campaign that needs to be closed. Search options include campaign number, name, status, service period, total vendors, total responses, or total booked.

5. Open the Campaign Details page by clicking the Campaign Number, Campaign Name, or View  icon.

6. On the Campaign Details page, click the Close Campaign button.

7. Click OK on the confirmation dialog.

8. Click the Accrual Entry button to book the accrual(s).

9. On the Accrual Journal Entry Details entry page, review the accrual(s). If changes are needed, click the Edit Accrual Entry button to make the necessary updates.

10. Return to the Accrual Journal Entry Details page and click the Book Accruals button.

10. You will see a confirmation message indicating that an Accrual Journal Entry has been booked.