Concur Invoice Standard Edition Administration Help

Mark an Invoice Review in Progress

The Invoice Processor can assign a status of Review in Progress to one or more invoices pending their approval. Doing this does not prevent another processor from moving the invoice through workflow - it simply alerts other processors that the invoice is under review, who placed it in that status and the date this was done.

To place an invoice in review:

  1. On the Invoices Ready for Processing page, search for the invoice(s) to be placed under review.

  2. Select the check box next to each invoice to be placed in review, then click Review Required on the Actions menu.

  3. In the Review Required window, provide a comment to explain why the review is being implemented.

  4. Review any comments in Comment History that may affect your actions.

  5. Click OK.

A Review In Progress status is assigned and can be seen under the Approval Status column. If the cursor is hovered over the review icon (a blue circle containing white arrows), the comment can be viewed directly within the page. Note that, if the invoice is sent back, the Review status is removed from the invoice and this event is recorded in the audit trail.