Concur Invoice Standard Edition Administration Help

Viewing and Changing Supplier Information

Information about a supplier is included in the summary view. The Processor can view information about the supplier in read-only format, or change the supplier using options in the Select Supplier Address page.

To view supplier information:

  1. With the invoice in summary view, click View in Supplier Information.

  2. The details appear in read-only format in the Supplier Information screen that displays.

  3. Click Close to return to the invoice summary view.

To change the supplier to a different supplier:

  1. Click Change in Supplier Information - the Change Supplier page appears.

  2. The administrator chooses the new supplier:

    • Select an existing supplier from the page by clicking Most Recently Used, - or -

    • Use the Search area to input search criteria to locate a supplier, - or -

    • Click Advanced to input more specific criteria, such as Supplier Code or Address information.

  3. Select the supplier to associate them with the invoice.

  4. The page refreshes back to summary view with the new supplier information displayed under Supplier Information.