Manage Vendors - Overview
The primary task for the Vendor Manager is to evaluate unapproved vendor requests, approve vendors, and maintain an Approved Vendor list that is free of any duplicate or invalid vendors. The Vendor Manager works with options within the Vendor Manager area of Concur Invoice to perform the following actions:
Evaluate vendors with a status of Unapproved: New vendor requests have a status of Unapproved until the vendor manager confirms their validity and approves them. The Vendor Manager evaluates each vendor and takes appropriated action. Vendor requests fall into one of three categories: valid, invalid, or a duplicate of an existing, approved vendor. The help system topics explain how to address each of these scenarios.
Maintain the Approved Vendor List: Vendor details can be viewed and updated, W-9 images can be attached or appended, and the number of invoices attached to the vendor can be evaluated.
Role Required
In order to activate this feature, the administrator must have the Vendor Manager role.
Before You Begin
Before the Invoice Vendor Manager can modify vendor information, the following steps must occur:
Vendors must be requested within Concur Invoice or imported into Concur Invoice from the client's financial system.
The User administrator must assign the Invoice Vendor Manager role to the employee.
