Associating an Invoice to an Existing Accrual

This article describes how to associate an invoice to an existing accrual in Corpay Complete.

NOTE: Accruals must be connected to a vendor before they can be associated with an invoice. Unassociated or blank accruals cannot be associated with an invoice. 

To associate an invoice to an existing accrual:

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

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 Processing Invoices tab, open the invoice to be matched to an accrual using one of the following methods:
   • Select the invoice number in the Number column.
   • Select the View  icon in the Action column.
4. On the Invoice Details page, select the Match Accrual button.

5. In the Match Accrual dialog, complete the following steps:
   1. Select the Accrual drop-down and locate the desired accrual.
   2. Enter an optional description in the Description field.
   3. Enter the amount applied in the Amount Applied field.

6. Click the Submit button.
7. The invoice and accrual will be matched.