Navigating the Main Dashboard Page

When users log in to Corpay Complete, the Main Dashboard opens by default and shows the following sections based on the Company’s configuration.

• Subsidiary View
• Actionable Items
• Payment Actions Required Today
• Spend By Vendor
• Top 5 Purchase Orders
• Stats

Note: The visibility of pages and information in Corpay Complete is based on roles assigned to users, Company configuration, and enabled features. As a result, some pages and information may not be visible or may only be available in a view-only format.

Subsidiary View

Select the Subsidiary View drop-down and select a subsidiary to display subsidiary-specific data in the Actionable Items, Payment Actions Required Today, Top 5 Purchase Orders, and Stats panes.

Actionable Items

The Actionable Items pane displays for Customers who have enabled Corpay Complete’s Invoice Automation or Payment Automation features and includes the following rows:

• File Uploads with Errors: This row shows the count of file uploads with errors within the last seven days.
• File Uploads Payment Runs with Errors: This row shows the count of payment run file uploads with errors within the last seven days.
• Payment Runs with Errors: This row is for payment runs containing errors that must be fixed prior to processing the payment run.
• POs Requesting a Card: This row displays the number of purchase orders requesting a card.
• POs Requiring Your Approval: This row is for purchase orders that need the user’s approval.
• Invoices Requiring Your Approval: This row is for invoices that need the user’s approval.
• Payments Requiring Your Approval: This row is for payments that need the user’s approval.
• Vendor Requiring Your Approval: This row is for Vendors that need the user’s approval.
• Payment Runs Requiring Your Approval: This row is for unapproved payment run(s) and includes invoice(s) with the Process by Deadline of the current date or before. The count of payment runs is for the submitter.
• Credit Memo Requiring Your Approval: This row is for credit memos that need the user’s approval.
• Corporate Cards Requiring Your Approval: This row is for corporate cards that need the user’s approval.
• Expense Report Requiring Your Approval: This row is for expense reports that need the user’s approval.

Select a row to view item(s) requiring immediate action.

Payment Actions Required Today

The Payment Actions Required Today pane displays for customers who have invoice automation or payment automation enabled and includes the following items:

• Invoices to Process: This row is for unpaid invoice(s) with a Process by Deadline equal to or before the current date.
• Payment Runs Requiring Your Approval: This row is for unapproved payment run(s) and contains invoice(s) with the Process by Deadline equal to or before the current date. The count of invoices is for the person who submitted the invoices.
• Payment Runs Requiring Others’ Approval: This row is for unapproved payment run(s) and contains invoice(s) with the Process by Deadline equal to or before the current date. The count of invoices is for the person who will approve the invoices.

Note: Failure to address these items may result in late fees.

Select a row in the Payment Actions Required Today pane to view the items requiring immediate attention.

Spend by Vendor

The Spend by Vendor pane gives a summary of the Company’s spending by the top Vendors. Select each of the following tabs to view data about the previous month, quarter, year, or year over year.

Last Month Tab

The Last Month tab displays the total spend by active Vendor(s) in the previous month.

Last Quarter Tab

The Last Quarter tab displays the total spend by active Vendors in the previous quarter.

Last Year Tab

The Last Year tab displays the total spend by active Vendors in the previous year.

Year Over Year Tab

The Year Over Year tab displays the change in spend amounts for each month and compares the current year (solid blue line) to the previous year (dashed blue line).

Hover over each trend line for additional details.

Top 5 Purchase Orders

The Top 5 Purchase Orders pane displays the purchase order balances for the top five Vendors at the Company and includes the following data for each Vendor:

• Gross Balance
• Open Balance
• Open Invoices
• Open Accruals

Click a Vendor Name to open the Vendor Details page for the selected Vendor.

Stats

The Stats pane provides an overall summary for invoices, purchase orders, and other categories that require attention from the user.

Click a row to view the items in each category.