Concur Invoice Standard Edition Administration Help

Populate the Payment Confirmation Import Template

Data must be entered directly in the template spreadsheet. A limit of 500 records in a single import is enforced by the system.

Important – Formatting Issues

The Payment Confirmation import spreadsheet has these formatting requirements:

  • The values in the spreadsheet header row must not be deleted

  • The sheet "Payment Confirmation Import" must exist

  • All cells in the spreadsheet must be Formatted as Text before being uploaded

If you use the Replace feature in Excel, be aware that it may not maintain the required cell formatting. Testing has shown that cells formatted as text become general format after using Replace. If the cells are not formatted as text, the import will fail. If you use this feature, always verify the cell formatting when done. If necessary, select the appropriate cells and change the formatting.