Concur Invoice Standard Edition Administration Help

Overview: Summary View

Invoices opened for display are in a summary view on the Invoice page. This view lays out the invoice for maximum visibility and access to all areas of the invoice. Actions taken at this level apply only to the opened invoice, with selected actions duplicating those you can take on the Process Invoices page.

Once the appropriate invoice has been located and displayed in summary view, you can:

To open the invoice in the summary view:

  1. On the Process Invoices page, either:

    • Click the invoice directly -OR-

    • Select the invoice, and then click Open Invoice on the Actions menu.

  2. The invoice opens with all information displayed.

  3. To return to the Process Invoices page view, click Processor > Process Invoices.