From the Reports Menu in AccuBuild, print the Corpay Vendor Match Report for any data range to get the total paid for the selected period. Export the report to Excel from the preview screen (green arrow export button) and send the spreadsheet to your Corpay account representative:
Once you have determined which vendors will be paid through the Corpay Virtual MasterCard function, mark the Pay A/P Invoices with Virtual Master Card box on the Clients > Acct Tab for each applicable vendor. If you ever need to write a paper check for one of these vendors, you will need to uncheck this box in order for the invoices to be available for check processing.
You will also need to set up the vendor's email address in the Email field on the Addr Tab on the Clients screen so that a payment notification can be emailed to the vendor when payment is processed. You will also receive a copy of this payment notification so be sure to set up the appropriate email address in the Email field on your company's record in the Client List.