Concur Invoice Standard Edition End User Help

Viewing Budget from the Approvals Page

The approver will see a View Budget link (Concur Invoice, Concur Expense) or a View Budget(s) button (Concur Request) on the Approvals page for expense reports, invoices, purchase requests, and authorization requests.

When approvers click View Budget, if there are multiple budgets impacted, they will see an overview page of the impacted budgets. If there is a single budget impacted, or they select one of the impacted budgets, they will see the budget details of their purchase request, invoice, expense report, or authorization request, such as percentage of budget used for the purchase request, invoice, expense report, or authorization request, along with the total budget amount.

If the spending currency is different than the budget currency, two amount columns, Spending Amount and Budget Amount, appear in the Spend Per Line Item section. The budget amount is in the budget currency while the spending amount shows the amounts in the spending currency for reference purposes.

Clicking the link in the upper right-hand corner will take the approver to a detailed view of the total budget for which the purchase request, invoice, expense report, or authorization request in question is a part of. The user sees similar information in Reporting > Budget Dashboards.

If the admin has enabled unexpensed amounts in Budget Settings, Concur Expense approvers will see an Unexpensed value on the details page when they view budget details.