Concur Invoice Standard Edition Administration Help

Purchase Request - Compliance Controls

On the Compliance Controls page you can instruct Concur Invoice to enforce rules you enable on this page. You can direct Concur Invoice to prevent submission of the purchase request, or display a warning message with text describing both the violation and resolution.

Compliance Rules

To activate the compliance control rules:

  1. On the Compliance Rules step, select the check box to activate each feature.

  2. Decide what event will be triggered when the rule is broken.

    • Show Warning: Display a warning message that can be customised

    • Prevent Submission: Prevent the user from submitting the purchase request

To edit the warning message:

  1. On the Compliance Rules step, click Warning Message for the desired rule.

  2. Update the text as necessary.

  3. Click Save.

To activate the Check if Purchase Request has the appropriate back-up documentation option:

  1. Select (enable) the Check if Purchase Request has the appropriate back-up documentation check box.

  2. In the If no back-up documentation is found list, select whether you want to prevent submission or show a warning message. If you select Show Warning, you can click Warning Message to enter a message for the user.