Concur Invoice Standard Edition End User Help

Create an Invoice

To create a new invoice:

  1. Click Invoice > Create New Invoice (on the sub-menu). The Create New Invoice page appears.

  2. If the desired vendor does not automatically appear on the page, use the search area to locate the desired vendor.

  3. Once located, select the desired vendor. The Enter Invoice Details page appears.

  4. In the Invoice Details area, enter the invoice data, such as the invoice name and invoice date.

  5. Click Save.

  6. At this point, you will likely either:

  7. When complete, you may submit the invoice.

Optionally, you can decide to unassign the invoice. In this scenario, the AP User will reassign the invoice to another Invoice User.