Concur Invoice Standard Edition Administration Help

Configure Check Fields

Check configuration involves the following steps:

  1. Configure the check funding account

  2. Configure the check fields

  3. Upload check images

  4. Approve check appearance

To configure the check fields:

  1. On the Check Configurations page, click the Check tab.

  2. Fill out the fields:

    Field

    Description

    Company Name

    Required: The name of the client company (this is auto-populated by the system).

    Address 1

    Required: The address of the company.

    Address 2

    The secondary address of the company.

    City

    Required: The city in which the company resides.

    State

    Required: The state in which the company resides.

    Zip (code)

    Required: The zip code of the county in which the company resides.

    Void

    The text that instructs the payee when the check should be considered void, and no longer valid.

    Security

    The text that instructs the payee about any relevant security measures in place, such as positive pay usage.

  3. Click Save to save the information on the Check tab.

For more information, refer to the Invoice: Invoice Pay User Guide.