Skip to content
Skip to navigation
Skip to footer
Concur Invoice Standard Edition End User Help
Search
Concur Invoice Standard Edition End User Help
Content
Using Online Help
Legal Notice
Resources for Users - Standard Edition
Invoice (Non-PO)
Invoice User/Invoice Owner
Overview - Invoice (Non-PO)
View the Invoice Details
Work With Allocation Favourites
Distribute (Allocate) an Invoice
Copy an Invoice
Create an Invoice
Create a Recurring Invoice
Edit a Recurring Invoice
Delete a Recurring Invoice
Itemise an Invoice
Delete an Invoice
View and Restore a Deleted Invoice
Change the Policy of an Invoice
Reassign an Invoice
Unassign an Invoice
Print a Payment Request
Recall an Invoice
Submit an Invoice
Customise Columns
Export Data to Excel
Receipts/Images
Overview - Images
View Images
Attach an Image to an Invoice
Delete Attached Receipt Images
Fax Receipt Images for an Invoice
Troubleshooting Faxes
Supplier Manager
Overview - Vendor
Search for a Supplier
View or Edit Supplier Information
Change the Supplier for an Invoice
Request a New Supplier
Close the Supplier Window
Invoice Approver
Overview - Invoice Approval
Invoice Approver Actions
Access and Review the Invoice
Attach Additional Documentation
Email Approvals
Purchase Request
Overview - Purchase Request
Purchase Request User
Create a Purchase Request
Add New Item
Review Supplier Information
Request New Supplier
Enter Purchase Request Details
Manage a Pending Request
Manage Images
Upload an Image of a Purchase Request
View an Image of a Purchase Request
Delete an Image from a Purchase Request
View Default Purchase Request Approver
Search for a Submitted Purchase Request
Search for a Ship-To Address
Change a Ship-To or Bill-To Address in Purchase Request
Edit a Purchase Request
Work with Distributions (Allocations)
Distribute (Allocate) a Purchase Request
Import Distributions
Create an Allocation Favourite
Assign an Allocation Favourite
Edit an Allocation Favourite
Remove an Allocation Favourite
View the Purchase Request Details
View Comments
View Audit Trail
View Approval Flow
Add a Comment to an Item
Copy an Existing Purchase Request
Change a Purchase Request Policy
Submit a Purchase Request
View Purchase Orders
Reassign PO-Based Invoices Created Within Concur Invoice
Reassign PO-Based Invoices Created Outside of Concur Invoice
Recall a Purchase Request
Delete a Purchase Request
Create and Submit a PO Change Order
Cancel a Change Request
Manage Receipts and Images When Working with the Receiving Feature
Act as a Proxy for a Purchase Request User
Exit the Proxy State
Purchase Request Approver
Approve Purchase Requests
Search for a Purchase Request
View the Purchase Request Details
View Comments
View Audit Trail
View Approval Flow
Add a Comment to an Item
Configure Columns
Send Back a Purchase Request
Approve and Forward a Purchase Request
Manage Images
Upload an Image of a Purchase Request
View an Image of a Purchase Request
Delete an Image from a Purchase Request
View Purchase Order Contact and Email Address
Purchasing Admin
Overview - Purchasing Admin
Process Purchase Requests
Overview - Process Purchase Requests
Send Back a Purchase Request
View the Purchase Request Details
View Comments
View Audit Trail
View Approval Flow
Manage Images
Upload an Image of a Purchase Request
View an Image of a Purchase Request
Delete an Image from a Purchase Request
Search for a Purchase Request Pending Processor Review
Add a Comment to an Item
Search for a Submitted Purchase Request
Delete an Item from a Purchase Request
Change a Ship-To or Bill-To Address in Purchase Request
View Associated Images of a Purchase Request
Configure Columns
View Purchase Order Contact and Email Address
Clear Exceptions for a Purchase Request
Approve a Purchase Request
Approve and Forward a Purchase Request
Approve a Change Request
Work with Distributions (Allocations)
Distribute (Allocate) a Purchase Request
Import Distributions
Create an Allocation Favourite
Assign an Allocation Favourite
Edit an Allocation Favourite
Remove an Allocation Favourite
Process Purchase Orders
Overview - Process Purchase Orders
Review or Change a Supplier
View Audit Trail
Create and Manage Queries
Use Default Query
Create a Custom Query
Edit a Saved Query
Delete a Query
Export the Results of Your Query
Search for a Purchase Order
Change a Ship-To or Bill-To Address in Purchase Order
Configure Columns
Edit Purchase Order Details
Preview a Purchase Order
Preview a PO Change Order
View Original Invoice or Purchase Request Associated with a Purchase Order
View Associated Images of the Purchase Order
Send Back a Purchase Order
Transmit a Purchase Order (Including Automatically Transmitting Purchase Orders)
Transmit a Change Order
Create Invoice from Transmitted Purchase Order
Void a Purchase Order
Manage Images
Upload an Image of a Purchase Order
View an Image of a Purchase Order
Delete an Image from a Purchase Order
Close a Purchase Order
Manage Receipts and Images When Working with the Receiving Feature
PO Invoice
Overview - PO Invoice
Invoice User
Create a PO Invoice
Copy Items From PO
Associate an Invoice to a PO Using Capture Processing
Associate Invoice to Different PO
Work with Multiple POs
Enable Multiple POs
Disable Multiple POs
Change Associated PO Number for an Invoice Line Item
View Each PO Associated to Specific Invoice
Add a Receipt to a PO Invoice
Edit a Receipt of a PO Invoice
Delete a Receipt From a PO Invoice
Add an Image to a Receipt
View a Receipt Image
Delete an Image from a Receipt
View a PO
View All Invoices for This Purchase Order
View an Invoice
Edit a PO
Match and Unmatch Line Items
Edit in Side-By-Side View
Clear Exceptions
Submit PO Invoice
Customise Columns
Export Data to Excel
Invoice Purchasing User
Invoice Processor
Search and View POs or PO Invoices
Purchase Order Processor
View all POs
View PO Associations
Profile
Change Your Password
Other Preferences
Connected Apps
User Interface Icons
NextGen User Interface Icons
Expense Settings
Feature Access and Permissions
Profile and Preferences - Overview
Bank Information
Company Car Registration
Personal Car Registration
Enable E-Receipts
Expense Approvers
Expense Preferences
Register a Credit Card
Expense Delegates
Access Expense Delegate
Add Expense Delegate
Edit Expense Delegates
Delete Expense Delegate
Delete Expense Delegate Assignment
Favourite Attendees
Favourite Attendees - Overview
Add a Favourite Attendee
Add a Favourite Attendee Using Search
Delete a Favourite Attendee
Edit or View Favourite Attendee Information
Invoice Settings
Feature Access and Permissions
Profile and Preferences - Overview
Invoice Approvers
Invoice Preferences
Invoice Delegates
Purchase Request Delegates
Request Settings
Feature Access and Permissions
Request Approvers
Request Preferences
Travel Settings
Feature Access and Permissions
Profile - Overview
Assign an Assistant or Arranger
Manage Your Credit Card Information
Enable E-Receipts
Change Your Personal Preferences
Change Your Travel Preferences (Air, Hotel, Car Rental, Rail Preferences)
Change Your Regional Preferences
Choose Your Approval Emails
Personal Information
Optional Concur Services
Budget
Budget Terminology
Viewing Budget Overview
Viewing Budget Details
Invoice Tab (Invoice)
Purchase Request Tab (Invoice)
Expense Tab (Expense)
Credit Card Tab (Expense)
Request Tab (Request)
Budget Adjustments Tab
Viewing Budget from the Approvals Page
>
