Concur Invoice Standard Edition Administration Help

Search for an Invoice

To search for a payment batch:

  1. Use the desired filter options:

    • Funding Account identifying attribute, such as Any or the specific funding account name

    - AND -

    • Status, such as Any, Open, Closed or Sent

    - AND -

    • The Close Date and Send Date range as a date range using the calendars or typing the date in directly in a MM/DD/YYYY format

  2. Click Search.

To search for a payment batch by its ID, enter the identification number (it is case-sensitive) directly in the Batch ID text box.

To search for a payment demand:

  1. With the payment batch open, use the filter options in the Monitor Payments page in conjunction with one another:

    • Supplier with identifying attribute, such as Begins, Contains, Ends with, or Equals

    • Status, such as Equals or Does Not Equal with Any, Client Pay, Failed, Paid, Pending Payment or Unsent

    • Amount, such as Equals, Greater ThanorEqual, or Less Thanor Equal

  2. Click the search icon to begin the search, or the x icon to reset the search criteria.

To search for an invoice:

  1. In the Invoice Search text box, enter at least three characters contained anywhere within the full Invoice ID number. The matching invoice(s) will appear in the right pane.

  2. Click the desired invoice. The Invoice window appears.

  3. (Optional) View the details of the supplier being paid by this invoice by clicking the View Payee Details link. The Payee Details window appears.

  4. Click Close.