Concur Invoice Standard Edition Administration Help

Download the Payment Confirmation Import Template

To import the Payment Confirmation import data the correct template type must be used. You can download a Microsoft Excel template from the Payment Confirmation Import page. This template is pre-populated with the correct column headings.

To download the template:

  1. Click Invoice > Payment Manager.

  2. Click the Payment Confirmation Import link.

  3. On the Import Payment Confirmations page click Download Template.

  4. In the Save As dialog box, select a location on your computer to save the spreadsheet.

  5. Choose Save to save the spreadsheet.