Sending Accrual Estimate Requests after Creating a Campaign

This article describes how to submit an accrual estimate request after creating an accrual campaign.

NOTE: To successfully send an accrual estimate request, you must have an admin_accrual or accrual_admin role. Also, an internal or external contact must exist who has an admin_accrual or accrual_admin role.

Refer to the following articles for additional information about accrual campaigns:

• Creating and Sending an Accrual Campaign
• Closing a Campaign and Booking Accruals

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.

To send an accrual estimate request from the Campaigns tab:

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 have accrual estimates sent. 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, select the checkbox beside each item that needs an accrual request message.
7. Click the Bulk Action drop-down and select Send/Resend.