Concur Invoice Standard Edition End User Help

Itemise an Invoice

Itemise

To itemise an invoice:

  1. Open the desired invoice.

  2. In the Itemisation Summary section of the page, click Add Item.

  3. Select the appropriate expense type, such as Office Furniture.

  4. In the Add Item section, complete all required fields (those with red asterisks) and the optional fields as directed by your company. (The fields that appear on this page are defined by your company).

  5. Click Add.

  6. Continue adding items until all items (expense types) are represented.

  7. Click Save.

  8. (Optional) You may now allocate (distribute) each itemisation as needed.

Edit an itemisation

To edit invoice itemisations:

  1. Open the desired invoice.

  2. Under Itemisation Summary, select the check box of the desired itemisation.

  3. Click Edit.

  4. Make the desired changes.

  5. Click Save.