Corpay - Admin Module
The Admin console grants high-level access to your company's account. This section covers topics such as purchase orders, vendors, contacts, invoices, accruals, and payments. For product or feature suggestions, submit your ideas at https://corpay.nolt.io/
Expense Reimbursements - Admin
Vendors - Adding New Vendors & Workflow
Corporate Card Module
General
- Scheduling a Recurring Report
- Accessing and Creating Reports
- Common Reports and Descriptions
- Corpay Complete Roles and Permissions
- Adding / Editing Shipping Addresses for POs
- System email notifications in Accrualify
Accruals
- Editing an Existing Accrual
- Creating and Sending an Accrual Campaign
- Closing a Campaign and Booking Accruals
- Sending Accrual Estimate Requests after Creating a Campaign
- Setting Up Auto-Reversals for Accruals
- Creating an Accrual Rollforward report
Invoices
- Importing Vendor Contacts in Bulk
- Importing Users in Bulk
- Importing Purchase Orders in Bulk
- Importing Expenses in Bulk
- Why is the debit/ credit accounts not showing up when adding a new account in the invoice?
- Using Inbox for invoices
Vendor Credit/ Credit Memos
- How to create a Vendor Credit/ Credit Memo
- How to Add/Edit accounts in vendor credit
- How to edit Vendor Credit
- Vendor Credit List page
- How to Unlink the Vendor credit
- How to apply multiple vendor credit to Invoice
Payments
Approval Workflow
Internal User Access & Vendor Portal Invite
- Accessing Corpay Complete Web
- Adding Employees as Users and Approvers in Corpay Complete
- How to resend a new user welcome email.
- Managing User Roles and Permissions
- Sending or Resending Vendor Portal Invites to a Vendor
- The Delegation Feature in Corpay Complete
Purchaser Module - User Manual
- Editing a Vendor
- Upload Templates & Instructions
- Default Codification
- Adding or Creating a Vendor
- Contacts
- Purchase Orders (non PO-Module)