Attaching a Queued Receipt When Editing / Creating an Expense Item

As an expense user, you can attach available receipts from the Receipt Queue when creating or editing an expense item on the web, just like you can in the Mobile App. This enhancement ensures consistency across platforms and streamlines your expense management process.

Follow the steps below to use this feature:

1. Log in to Corpay Complete.

2. Select the Expenses module from the left-side navigation pane and click on the Expenses tab.

3. Depending on whether you wish to upload a receipt when creating a new expense item or when editing an existing expense item, follow steps A or B below.

A. To upload a receipt when creating a new expense item, select the + Create Expense Item button.

B. To upload a receipt when editing an expense item, navigate to the expense item you want to edit and click on the expense number hyperlink under the Expense # column in the Expenses grid. Alternatively, click the Edit () icon in the Actions column for the applicable expense item.

4. Based on your selection in step 3, select the Attach From Receipt Queue button on the Create a New Expense Item page or Edit a New Expense Item page to upload a receipt.

           

5. The Add Unmatched Receipt(s) modal will display, where you can choose from a list of available/unmatched receipts in the Receipt Queue. Select the applicable receipt and click Done.

6. The above action will take you back to either the Create a New Expense Item or the Edit a New Expense Item page depending on the process you selected in Step 3. Complete all applicable fields to create or edit your expense item.