The Payments Dashboard in Corpay Complete

The Payments Dashboard is designed to help customers submit timely payments and optimize the payment submission process. To view the Payments Dashboard, you must have the admin_payment or universal_admin roles.

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users, company configuration, and available modules. As a result, some pages and information may not be visible to you or may only be available in a view only format.

Credit Summary

The Credit Summary pane contains information about a company’s line of credit with Corpay such as their credit limit, balance, and payments. The Credit Summary pane is only visible if a company has a Corpay line of credit for vendor payments.

The following table contains descriptions of the actions and fields on the Credit Summary pane.

Field	Description
Select Credit Line	If an organization has multiple accounts with a line of credit, the Select Credit Line drop-down contains the account name and account number for each account. Selecting an account in the Select Credit Line drop-down updates the fields on the Credit Summary pane with real-time data on the account.
Refresh	The Refresh  icon updates the data in the Credit Summary pane.
Information	The Information icons display tooltips with descriptions for each field on the Credit Summary pane. The fields and their tooltips are listed below.
Current Balance	The Current Balance field displays the net balance due of any invoices, minus any payments or credits received, as of yesterday. A positive value indicates a balance due on the account, while a negative value indicates overpayment on the account.
Available Balance	The Available Balance field displays the amount available to spend. It includes transactions that are unbilled or pending authorization. If the account is overdrawn, the amount over the credit limit will display in red.
Total Account Limit	The Total Account Limit field displays the approved credit limit for a customer’s account.
Last Updated	The Last Updated field displays the date and time, including time zone, when the data in the Credit Summary pane was last updated.
Most Recent Payment	The Most Recent Payment field displays the amount of the last payment posted to a customer’s account.
Pending Authorizations	The Pending Authorizations field displays the transactions that are in a pending or authorized status but not posted or settled by the merchant. This amount is reflected in the Available Balance.
Transactions Unbilled	The Transaction Unbilled field contains the transactions that have posted but have not yet been billed. This amount is reflected in the Available Balance.
Today’s Transaction Activity	The Today’s Transaction Activity field displays the transactions posted to a customer’s account today.

Unprocessed Virtual Cards

The Unprocessed Virtual Cards pane displays a summary of unprocessed virtual cards, which enables users to view spend activity on those cards. Click the View All Cards button to view all cards.

The following table describes the actions and fields on the Unprocessed Virtual Cards pane.

Field	Description
Card Number	The Card Number field displays the last four digits of the virtual card number.  Click the card number to open the Card Details page for more information. Users with a universal_admin or card admin roles can view the full card number on the Card Details page.
Vendor	The Vendor field displays the name of the vendor associated with the virtual card. Click the vendor name to open the Vendor Details page.
Amount	The Amount field displays the payment amount.
Issued Date	The Issued Date displays the date when the virtual card was issued.
Payment No.	The Payment No. field displays the payment number. Click the payment number to open the Payment Details page for more information.

Estimated Debit Dates

The Estimated Debit Dates pane contains estimated dates when funds will be pulled from a company’s bank accounts for all payment batches.

The following table contains the fields in the Estimated Debit Dates pane.

Field	Description
Estimated Debit Date	The Estimated Debit Date column contains the estimated date when funds will be pulled from the designated bank account based on the payment date and payment method type.
Bank Account	The Bank Account columns display the payment method type and amount that will be subtracted from the designated bank account. A column displays for each bank account associated with a payment run. Hover over an amount in a Bank Account column to see the Amounts By Payment Method pop-up, which displays a breakdown of which payment method types will be used to pay the amount.
Total Amount	The Total Amount field displays the total amount that will be debited from all accounts on the Estimated Debit Date.
Payment Run Number	The Payment Run Number displays the number of the payment run(s) that are scheduled to be debited on the Estimated Debit Date. Click any payment run number to open the Payment Run Details page.

Payment Methods By Vendor

The Payment Methods By Vendor pane displays a breakdown of payment methods by vendor so that companies can easily identify top payment methods. Payment methods will only be displayed if there is at least one vendor who accepts that payment method.

The interactive graph displays the total number of vendors. Hover over a section to see a percentage and number of vendors for each payment method.

The right side of the Payment Methods By Vendor pane displays a list of payment methods, and a percentage and number of how many vendors pay using that method.