Invoice - Compliance Controls
On the Modify Compliance Controls page you can instruct Concur Invoice to enforce rules you enable on this page, for example, you can enable rules to check for a mismatch of calculated Request Total value to Total Invoice amount value, or an incorrect or expired date assigned to the invoice. You can direct Concur Invoice to prevent submission of the invoice, or display a warning message with text describing both the violation and resolution.
Flag Invoices
The Modify Compliance Controls page includes best practice controls that flag invoices that break set rules. For example, when the calculated Request Total value does not equal the Total Invoice amount value, when a questionable date is assigned to an invoice, or when the user is attempting to submit an invoice without a receipt attached.
To activate the compliance control rules:
On the Compliance Rules page, select the check box to activate each feature.
Decide what event will be triggered when the rule is broken.
Show Warning: Display a warning message that can be customized
Prevent Submission: Prevent the user from submitting the invoice
To edit the warning message:
On the Compliance Rules page, click Warning Message for the desired rule.
Update the text as necessary.
Click Save.
Allow or Prevent Selected Actions
Some actions your user can take in Concur Invoice can be allowed or disallowed by selecting or clearing each check box. These actions include:
Allow invoice users to delete images on payment requests created on their behalf: (Disabled by default) Select (enable) this check box to allow your users to remove images created by the AP User and assigned to your user.
Hide Payment Request Delete Link for Payment User: (Selected by default) Clear (disable) this check box to remove the Delete Invoice link. This prevents users with the AP User role from deleting an invoice.
Hide Add and Delete Item Link for Payment Processor User: (Disabled by default) Select (enable) this check box to prevent your processors reviewing invoices with any status other than Unsubmitted (only) to add or delete a line item for these invoice types.
Allow Payment Manager to change banking information: (Selected by default) Clear (disable) this check box to prevent import of any banking information that might change existing data by removing the Banking Import link from the Payment Manager tool.
Pre-Defined Rules
The system enforces some pre-defined rules that cannot be configured. These include:
Duplicate Invoice Check: Flag invoice when submitted if the selected Vendor and the Vendor Invoice Number are the same as for another invoice in the system (Warning).
Verify Image Exists: Flag invoice if submitted with no image attached (Warning).
