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.


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.