Concur Invoice Standard Edition End User Help

Enter Purchase Request Details

After entering the required information, you click Request and the Purchase Details page opens.

To save the request, you must fill in the required purchase request header information. The required fields are marked with a red bar.

Set Ship To and Bill To Address

When you click in the Ship To Address or Bill To Address field, a list of the addresses that the Invoice Admin configured in Product Settings > Company Locations displays.

For more information about company locations, refer to the Invoice: Company Locations User Guide.

After selecting an address, you can change the address by clicking Change or make the address your default shipping address by selecting (enabling) Make this location my default.

The default address will be selected in the Ship To Address field automatically when new purchase requests are created.

The default shipping address can be changed by clicking Change on the Purchase Details page, changing the address, and then re-selected (enabling) Make this location my default.

You can also change the default shipping address by going to Profile > Profile Settings > Invoice Preferences.

Additional Fields

You can add comments for purchase request users, approvers and processors and add notes to the vendor about a purchase request.