Concur Invoice Standard Edition End User Help

Overview - Invoice (Non-PO)

The basic steps to complete an invoice are:

  • Create the invoice, first selecting or adding a vendor, then providing invoice-level information (such as the invoice name, invoice number and date, amounts, and comments).

  • Itemize the invoice, selecting the expense type, such as "Computing Equipment".

  • Distribute (allocate) the invoice across departments.

  • Attach an image to the invoice.

  • Review the information for accuracy.

  • Optional: Unassign the invoice for reassignment to the employee associated with the invoice.

  • Submit the invoice (with required invoice receipts) for review and approval.