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Concur Invoice Professional Edition End User Help
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Concur Invoice Professional Edition End User Help
Content
Using Online Help
Legal Notice
Resources for Users - Professional Edition
Invoice (Non-PO)
Invoice User/Invoice Owner
Overview - Invoice (Non-PO)
View the Invoice Details
Work With Allocation Favorites
Distribute (Allocate) an Invoice
Copy an Invoice
Create an Invoice
Create a Recurring Invoice
Edit a Recurring Invoice
Delete a Recurring Invoice
Itemize an Invoice
Delete an Invoice
View and Restore a Deleted Invoice
Change the Policy of an Invoice
Reassign an Invoice
Unassign an Invoice
Print an Invoice
Recall an Invoice
Submit an Invoice
Customize Columns
Export Data to Excel
Attendees
Search for an Attendee
Create a New Attendee
Edit or View Attendee Details
Remove an Attendee From an Expense
Receipts/Images
Overview - Images
View Images
Attach an Image to an Invoice
Delete Attached Receipt Images
Fax Receipt Images for an Invoice
Troubleshooting Faxes
Vendor Manager
Overview - Vendor
Search for a Vendor
View or Edit Vendor Information
Change the Vendor for an Invoice
Request a New Vendor
Close the Vendor Window
Invoice Approver
Overview - Invoice Approval
Invoice Approver Actions
Access and Review the Invoice
Attach Additional Documentation
Email Approvals
Invoice Processor
Processor General Steps
Processor Roles and Access
Processor View
Access the Invoice Manager Page and Invoice Processor Tool
Manage the Columns on the Process Invoices Page
Set the Navigation for the Processor
Search
Set the Default Query on the Process Invoices Page
Search for Invoices
View Invoice Information
View or Change Invoice Details
View Vendor Information
View the Approval Flow
View the Audit Trail
View Comments
Invoice Statuses
Invoice Exceptions
Print an Invoice
Modify Invoice Information
View and Change Invoice Information
View or Change Itemizations
Unassign an Invoice
Edit Unapproved Vendor Information
Select a Different Vendor
Using Review in Progress
Clear Exceptions
Work With Images
Work With Invoice Document Images
Approve or Reject
Approve or Send Back
Delete an Invoice as Processor
Recall an Invoice
Restore (Undelete) an Invoice
Void an Invoice
Purchase Request
Overview - Purchase Request
Purchase Request User
View the Purchase Request Details
View Comments
View Audit Trail
View Approval Flow
Create a Purchase Request
Manage Images
Upload an Image of a Purchase Request
View an Image of a Purchase Request
Delete an Image From a Purchase Request
Search for a Ship-to or Bill-to Address
Change a Ship-to or Bill-to Address in Purchase Request
Search for a Submitted Purchase Request
Edit a Purchase Request
Add a Comment to an Item
Change a Purchase Request Policy
Reassign PO-Based Invoices Created Within Concur Invoice
Reassign PO-Based Invoices Created Outside of Concur Invoice
Copy a Purchase Request
Copy a Submitted Purchase Request
Submit a Purchase Request
Purchase Request Owners Transmitting Their Own Purchase Orders
Purchase Request Owners Editing Their Own Purchase Orders
View Purchase Orders
Notify Purchase Request User When Purchase Request Status Changes or Pending Approval
Recall a Purchase Request
Work With Distributions (Allocations)
Distribute (Allocate) a Purchase Request
Import Distributions
Create an Allocation Favorite
Edit an Allocation Favorite
Assign an Allocation Favorite
Remove an Allocation Favorite
Delete a Purchase Request
Create Invoice From Transmitted Purchase Order
Create and Submit a PO Change Order
Cancel a Change Request
Act as a Proxy for a Purchase Request User
Exit the Proxy State
Purchase Request Approver
Approve Purchase Requests
Approve and Forward a Purchase Request
Approve a Change Request
Search for a Purchase Request
Upload an Image of a Purchase Request
View an Image of a Purchase Request
View Comments
Add a Comment to an Item
Configure Columns
Edit an Item of an Unapproved Purchase Request
View Audit Trail
View Approval Flow
Change View Search Option
Send Back a Purchase Request
View Purchase Order Contact and Email Address
Purchase Request Processor
Search for a Purchase Request Pending Processor Review
View Associated Images to a Purchase Request
View Purchase Order Contact and Email Address
Clear Exceptions for a Purchase Request
Change a Ship-to or Bill-to Address in Purchase Request
Add a Comment to an Item
Delete an Item From a Purchase Request
Work With Distributions (Allocations)
Distribute (Allocate) a Purchase Request
Import Distributions
Create an Allocation Favorite
Edit an Allocation Favorite
Assign an Allocation Favorite
Remove an Allocation Favorite
Edit an Item of an Unapproved Purchase Request
Delete an Item of an Unprocessed Purchase Request
Approve a Purchase Request
Approve and Forward a Purchase Request
Approve a Change Request
Upload an Image of a Purchase Request
View an Image of a Purchase Request
Configure Columns
View the Purchase Request Details
View Comments
View Audit Trail
View Approval Flow
Purchase Order
Overview - Purchase Order Processor
Purchase Order Processor
Review or Change a Vendor
Upload an Image of a Purchase Order
View an Image of a Purchase Order
Delete an Image From a Purchase Order
Change a Ship-to or Bill-to Address in Purchase Order
Configure Columns
Edit Purchase Order Details
View Associated Images to the Purchase Order
View Original Invoice or Purchase Request Associated With a Purchase Order
View Audit Trail
View Approval Flow
Search for a Purchase Order
Create and Manage Queries
Determine How to Create a Query
Access the Query Builder
Create New Queries in PR and PO Processor
Edit Queries in PR and PO Processor
Delete Queries in PR and PO Processor
Export the Results of Your Query
Send Back a Purchase Order
Close a Purchase Order
Reopen a Closed Purchase Order
Void a Purchase Order
Preview a Purchase Order
Preview a PO Change Order
Transmit a Purchase Order (Including Automatically Transmitting Purchase Orders)
Transmit a Change Order
Create Invoice From Transmitted Purchase Order
Manage Receipts and Images When Working With the Receiving Feature
PO Invoice
Overview - PO Invoice
Invoice User
Create a PO Invoice
Copy Items From PO
Associate an Invoice to a PO Using Capture Processing
Associate Invoice to Different PO
Work With Multiple POs
Enable Multiple POs
Disable Multiple POs
Change Associated PO Number for an Invoice Line Item
View Each PO Associated to Specific Invoice
Add a Receipt to a PO Invoice
Edit a Receipt of a PO Invoice
Delete a Receipt From a PO Invoice
Add an Image to a Receipt
View a Receipt Image
Delete an Image From a Receipt
View a PO
View All Invoices for This Purchase Order
View an Invoice
Edit a PO
Match and Unmatch Line Items
Edit in Side-By-Side View
Clear Exceptions
Send PO Invoice to an Invoice Purchasing User
Submit PO Invoice
Customize Columns
Export Data to Excel
Invoice Purchasing User
Return PO Invoice to Invoice User
Invoice Processor
Search and View POs or PO Invoices
Purchase Order Processor
View all POs
View PO Associations
Profile
Change Your Password
Other Preferences
Connected Apps
User Interface Icons
NextGen User Interface Icons
Expense Settings
Feature Access and Permissions
Profile and Preferences - Overview
Bank Information
Company Car Registration
Personal Car Registration
Enable E-Receipts
Expense Approvers
Expense Preferences
Register a Credit Card
Expense Delegates
Access Expense Delegate
Add Expense Delegate
Edit Expense Delegates
Delete Expense Delegate
Delete Expense Delegate Assignment
Delegate Preview for the Approver
Favorite Attendees
Favorite Attendees - Overview
Add a Favorite Attendee
Add a Favorite Attendee Using Search
Delete a Favorite Attendee
Edit or View Favorite Attendee Information
Invoice Settings
Feature Access and Permissions
Profile and Preferences - Overview
Invoice Approvers
Invoice Preferences
Invoice Delegates
Purchase Request Delegates
Request Settings
Feature Access and Permissions
Request Approvers
Request Information
Request Preferences
Request Delegates
Access Request Delegates
Add Request Delegates
Delete a Request Delegate
Edit a Request Delegate
Delegate Preview for the Approver
Travel Settings
Feature Access and Permissions
Profile - Overview
Assign an Assistant or Arranger
Manage Your Credit Card Information
Enable E-Receipts
Change Your Personal Preferences
Change Your Travel Preferences (Air, Hotel, Car Rental, Rail Preferences)
Change Your Regional Preferences
Choose Your Approval Emails
Personal Information
Temporarily Reassign Your Travel Approvals
Optional Concur Services
Budget
Budget Terminology
Viewing Budget Overview
Viewing Budget Details
Invoice Tab (Invoice)
Purchase Request Tab (Invoice)
Expense Tab (Expense)
Credit Card Tab (Expense)
Request Tab (Request)
Budget Adjustments Tab
Viewing Budget from the Approvals Page
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