Editing an Existing Accrual

This article describes how to edit an existing accrual from the following locations in Corpay Complete:

• Campaign Details Page
• Accruals Table
• Accrual Details Page

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.

Editing an Accrual from the Campaign Details Page

To edit an accrual from the Campaign Details page:

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 linked to the accrual you wish to modify. Search options include campaign number, name, status, service period, total vendors, total responses, or total booked.

NOTE: Click the Toggle Filter  icon to display the filter fields.

5. Scroll to the right in the Campaign Details table to display the Accruals column and then click the accrual number.

6. On the Accrual Details page, click the Edit Accrual button.

7. Update the accrual on the Edit Accrual dialog and then click the Submit button.

Editing an Accrual from the Accruals Table

To edit an accrual from the Accruals table:

1. On the Accruals page, click the Accruals tab.

2. On the Accruals tab, search for the accrual to be edited by number, vendor, purchase order, date, amount, balance, status, or type.

NOTE: Click the Toggle Filter  icon to display the filter fields.

3. Click the Edit  icon in the Action column.
4. Update the accrual on the Edit Accrual dialog and then click the Submit button.

Editing an Accrual from the Accrual Details Page

To edit an existing accrual from the Accrual Details page:

1. Locate the accrual on the Accruals tab.
2. In the Accruals table, click the accrual number or the View  icon.

3. On the Accrual Details page, click the Edit Accrual button.

4. Update the accrual on the Edit Accrual dialog and then click the Submit button.