Concur Invoice Standard Edition Administration Help

Voiding an Invoice

If the financial system will not pay an invoice, or the invoice is deemed invalid, the Invoice Processor Manager role may change the payment status of the invoice to Voided. This is useful where an invoice is rejected or cancelled in the client's financial system and the client wishes to apply this status to the invoice within Concur Invoice as well. When an invoice is voided, a record of the invoice remains in the system, but the invoice is not included in any listing or extract of general invoices. However, voided invoices can be included in search result lists by filtering the search where payment status is equal to Voided.

The invoice can be voided in batches, on the Process Invoices page, or at the invoice level by opening the invoice directly in summary view. The procedure below explains how to void an invoice on the Process Invoices page.

To void an invoice:

  1. On the Process Invoices page, select the invoice you want to void by clicking its check box.

  2. On the Actions menu, click Void Invoice. The audit log is updated.

  3. The invoice is now assigned a payment status of Voided.