Budget Administrator

The user assigned this role configures the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items and Budget Settings. The Budget Administrator can see the budget amounts as configured in the Budget Items, but not the budget actuals as is shown in the dashboards. Budget Administrators have access to all budget items within an entity.

Budget Approver / Manager

The user assigned this role approves invoices, purchase requests and expense claims, and can view budgets in the budget dashboards. The Budget Approver does not have access to the budget configuration information.

Budget Owner

The user assigned this role owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information.

Budget Viewer

The user assigned this role views budgets in the dashboards. There can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information.

Central Receiver

The user assigned this role can add, edit and delete purchase order receipts and receipt images. However, they cannot transmit or process purchase orders or invoices.

Client Managed Capture Verifier

The user assigned this role can verify the output of invoices in the client-managed version of Capture Processing.

Data Retention Administrator

The user who is assigned this role views and configures the data retention policy for the company and can hold and purge individual users.

Invoice AP User

The user assigned this role can create, assign, reassign and delete invoices. They can also reassign a different policy to an invoice and restore deleted invoices.

Group-aware: When this role is assigned to a user, one or more groups must also be assigned to the user.

Invoice Approver

The user assigned this role can approve invoices within an assigned group.

Invoice Configuration Administrator

This role is intended to be assigned to and used by SAP Concur internal staff only, with few exceptions.

The user assigned this role can fully manage (add, edit, delete):

• Invoice group configurations

• Policies

• Invoice-based forms, fields and validations

• Invoices and authorised approver workflows

• Audit rules

• Expense types

• Account codes and account code hierarchy

• Exceptions

• Image handling, including scan configurations, invoice imaging, supplier imaging

• Email reminders

• Company Info

• Configuration change log (read only)

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Configuration Administrator (Restricted)

The user assigned this role can fully manage (add, edit, delete):

• Authorised approvers

• Audit rules

• Account codes

• Exceptions

• Scan configurations

• Email reminders

• Configuration change log (read only)

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Image Processor

The user assigned this role can update the status of receipt and invoice images.

Invoice Payment Manager

A user assigned this role can fully manage (add, edit, delete) Invoice Pay functionality. This user can monitor and adjust Invoice Pay batches and invoices scheduled for payment, and define the current and ACH funding accounts that are used for payment.

Invoice Processor

The user assigned this role:

• Can view and update invoices within Invoice Processor

• Can assign or reassign invoices

• Can restore deleted invoices

• Cannot delete invoices

Group-aware: When assigning this role, one or more groups must be selected.

NOTE: The user should only be assigned one of the Invoice Processor roles. If the user is assigned multiple Invoice Processor roles, the role with the greater level of access will be applied.

The levels of access, from highest to lowest, are:

1. Invoice Processor Manager
2. Invoice Processor
3. Invoice Processor (Audit)

Invoice Processor (Audit)

The user assigned this role:

• Can view invoices within Invoice Processor

• Cannot update or delete invoices

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Processor Manager

The user assigned this role can view, update and delete invoices within Invoice Processor.

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Proxy Logon

The user assigned this role can log on to Supplier invoices and act as a proxy user for other employees within an assigned group.

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Purchasing User

The user assigned this role cannot create and submit invoices, but can be granted rights to change form field values to adjust totals and so on in Invoice Purchase Order.

NOTE: This role is available only to users of Concur Invoice.

Invoice Receipt Processor

The user assigned this role:

• Can view and update invoices in Invoice Received status within Invoice Processor

• Cannot delete invoices

Group-aware: When assigning this role, one or more groups must be selected.

Invoice Tax Administrator

The user assigned this role can configure and activate the Tax Administration tool.

Invoice User

The user assigned this role can create and submit invoices.

Invoice Supplier Manager

The user assigned this role can work with suppliers, including approving new suppliers, working with the master list and mapping suppliers.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Order Processor

The user assigned this role can process purchase orders in the Purchase Request module.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Order Processor (Audit)

The user assigned this role can view purchase orders within the purchase order processor and can view receipts within the purchase order processor. However, they cannot update or delete purchase orders or update or delete receipts.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Request Approver

The user assigned this role can approve purchase requests in the Purchase Request module.

Purchase Request Processor

The user assigned this role can process purchase requests in the Purchase Request module.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Request Processor (Audit)

The user assigned this role can view purchase requests within the purchase request processor, but cannot update or delete purchase requests.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Request Proxy Logon

The user assigned this role can log on to Purchase Request and act as a proxy user for other employees within an assigned group.

Group-aware: When assigning this role, one or more groups must be selected.

Purchase Request User

The user assigned this role can create purchase requests in the Purchase Request module.

Receipt User

The user assigned this role can enter, update and delete receipt data for their own purchase orders.