How to set up a new Canpay project

On your left panel, click on the (+) icon next to Canpays, and fill in the Title of the Canpay and the general details.

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You can check the box for ‘confidential’ to protect sensitive information, which will make your Canpay visible only to your company admins.

You can also engage a partner to this Canpay by adding their email address and selecting a spend category. And you can also add a quick payment to this Canpay at this stage by using the Add Payment Now button.

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