Concur Invoice User Guide

A 10Step Guide to an Efficient Vendor Invoice Process In today's fastpaced business world accounts payable (AP) is so much more than just paying vendor invoices Accounts payable can be a strategic arm of the business that helps you manage cash flow, save money, and even take advantage of business opportunities.

Concur invoice user guide. Overview to Create an Invoice Payment Request 1 Search Vendor (Ensure address is correct) and select as applicable • If vendor or correct vendor address does not exist, request a new vendor 2 Complete invoice detail 3. Overview to Create an Invoice Payment Request 1 Search Vendor (Ensure address is correct) and select as applicable • If vendor or correct vendor address does not exist, request a new vendor 2 Complete invoice detail 3. Concur does offer 3way matching that will automatically match incoming invoice lines to their related PO lines and also match related good receipt lines whether they come in before or after the invoice.

Fulltime and parttime employees of the University will have access to Concur Travel and Expense Management To Log in Users will access Concur through My Sac State homepage via single sign on (SSO) Navigate to the Travel Area and clicking on the Concur link Additional training materials can be found on the Sac State Travel webpage. Concur Quick User Guide Invoice Concurlmuedu 2 Add an Additional Approver If any additional approvals are needed that are not included in the workflow, you may send the payment request to another approver by adding the individual into the workflow. Once a list is returned by Concur Invoice, the user can then assign and unassign invoices singly, or in bulk, to a new invoice user This is useful for organizations that use the centralized Accounts Payable (AP) back office model, where a single employee may be responsible for assigning and monitoring invoices across an organization.

ConcurHow to Attach Receipts There are four options, in addition to using the Concur mobile app, for adding receipts to an expense report in Concur The easiest option allows for a bulk upload of all receipts attached to the report, not assigned to an individual line item Another option is to add at each line item. This course provides an introduction to the Concur System including the Request, Travel, Expense, and Invoice modules of Concur as well as the user profile, setting up delegates, and booking travel This course fulfills the Concur training requirement for new PCard Holders and/or Concur users to gain system access. Concur Invoice can be customized for your workflow Simplify and speed up capture and payment while providing more visibility into every step of the process with invoice management software Resolve invoices, purchase orders, and receivables PO matching protects your business from being overcharged.

Concur Invoice is a cloudbased tool that integrates invoices with T&E payments within a single system Concur Invoice gives you one view to manage all of your business spend Logging on to Concur Invoice. Three notifications are sent with each booking itinerary, invoice notification, ticketing notification Once you have saved your email address, select the Verifylink A message from Concur will be sent to your email with a verification code Enter this code into the Enter Codefield next to the email address. If you’ve never created a business case or struggle to develop ones that get approved, then review the steps to success within this guide Each step is based on years of experience and best practices, and they build upon one another In this buyer's guide, you will find answers to common questions such as.

Concur Invoice is a cloudbased tool that integrates invoices with T&E payments within a single system Concur Invoice gives you one view to manage all of your business spend Logging on to Concur Invoice. A stepbystep guide to the usage of Concur Travel and Expense A stepbystep guide to the usage of Concur Travel and Expense. Concur Training Guide Page 8 of 79 Section 3 Update Your Profile Update your Personal Information 1 At the top of the Concur page, click Profile then Profile Settings 2 On the left side of the page, click Personal Information 3 On the Personal Information page, there are required fields you will need to update 4 Once updates are complete, click Save.

Concur Instructional Guides Below are downloadable instructional PDFs for Concur Travel and Concur Expense These guides have been updated to reflect the new user interface Initial Setup for Travel and Expense Set Up Profile First Day Activity;. Updating your profile in the Concur online booking tool is simple The first thing you will want to do is login to the Concur online booking tool From the home page, simply click on the dropdown list in the top right corner and click “Profile Settings” F i r s t L e v e l O n l i n e S u p p o r t A g e n t M a n u a l 34. Fulltime and parttime employees of the University will have access to Concur Travel and Expense Management To Log in Users will access Concur through My Sac State homepage via single sign on (SSO) Navigate to the Travel Area and clicking on the Concur link Additional training materials can be found on the Sac State Travel webpage.

Student Specific Initial Set Up;. CONCUR INVOICE USER GUIDE Any Rochester Ci ty School District employee requesting a direct payment assumes the responsibility of submitting an electronic invoice in the Concur Invoice system Accounts Payable will no longer accept Claim Voucher forms to process direct payments. I also made a user guide that has "easter eggs" or lighthearted jokes as a reward for those who actually read the guide Most importantly, there is a dedicated inhouse employee to answer any questions or help a user that gets stuck.

The Concur Technologies Suite is comprised of the Concur Expense, Travel & Invoice systems Concur Expense This tool serves as a portal for the University of San Francisco employees to submit businessrelated outofpocket expenses and reconcile purchasing card transactions. A stepbystep guide to the usage of Concur Travel and Expense A stepbystep guide to the usage of Concur Travel and Expense. A 10Step Guide to an Efficient Vendor Invoice Process In today's fastpaced business world accounts payable (AP) is so much more than just paying vendor invoices Accounts payable can be a strategic arm of the business that helps you manage cash flow, save money, and even take advantage of business opportunities.

This course provides an introduction to the Concur System including the Request, Travel, Expense, and Invoice modules of Concur as well as the user profile, setting up delegates, and booking travel This course fulfills the Concur training requirement for new PCard Holders and/or Concur users to gain system access. From the Concur Home page, use the Flight tab to book a flight by itself or with car rental and/or hotel reservations To book car and hotel reservations withouta flight, use the Hotel and Car Searchtabs, respectively NOTE If your company is configured to use rail, then the Flighttab may show Air / Rail. Concur does offer 3way matching that will automatically match incoming invoice lines to their related PO lines and also match related good receipt lines whether they come in before or after the invoice.

I also made a user guide that has "easter eggs" or lighthearted jokes as a reward for those who actually read the guide Most importantly, there is a dedicated inhouse employee to answer any questions or help a user that gets stuck. In Concur Travel Travel Reporting User Guide Listing of realtime travel reports in SAP Concur, complete with descriptions Additional Training Travel specific training materials and courses are available for Administrators, as well as your end users • Travel • TripLink • Mobile • Feature a Feature. Concur Invoice QuickStart Guide Manually Creating an Invoice from an Existing Vendor (3 min) Adding Distributions to an Invoice (2 min) Creating a Recurring Invoice.

1 Company Travel Invoice Details 2 User Concur Travel History Flight Detail 4 Car Rental Receipt Details S Concur Adoption (all segment types) 6 Car Rental Summary 7 Car Rental Details Air Adoption By Month telligence Profile Map Upcoming Trips Remove Trips rt Southwest Airlines Update Jul. Once a list is returned by Concur Invoice, the user can then assign and unassign invoices singly, or in bulk, to a new invoice user This is useful for organizations that use the centralized Accounts Payable (AP) back office model, where a single employee may be responsible for assigning and monitoring invoices across an organization. To log into your Concur account, in your internet browser type in https//wwwconcursolutionscom/signinasp and press enter The Concur Sign in page will appear You will need to type in your User Name and password Your User Name is your Express email address.

NEW Managing Bank Information for Concur effective 5/28/19. Simplify and automate the entire invoice management process With greater visibility into business spend, help finance teams track and manage the entire budg. ConcurHow to Attach Receipts There are four options, in addition to using the Concur mobile app, for adding receipts to an expense report in Concur The easiest option allows for a bulk upload of all receipts attached to the report, not assigned to an individual line item Another option is to add at each line item.

Concur Training Guide Page 8 of 79 Section 3 Update Your Profile Update your Personal Information 1 At the top of the Concur page, click Profile then Profile Settings 2 On the left side of the page, click Personal Information 3 On the Personal Information page, there are required fields you will need to update 4 Once updates are complete, click Save. Concur Invoice is a system that enables you to create, submit, file, review, approve, and audit payment requests – online Concur Invoice is designed for simplicity and ease of use, but has robust back office processor and analytics functionality that improves control and visibility Section 1 Log on to Concur Invoice. From the Concur Home page, use the Flight tab to book a flight by itself or with car rental and/or hotel reservations To book car and hotel reservations withouta flight, use the Hotel and Car Searchtabs, respectively NOTE If your company is configured to use rail, then the Flighttab may show Air / Rail.

Related Products Administrator Training Using Concur Invoice Topic Videos Guides Tip Sheets;. Student Specific Initial Set Up;. Concur Expense Reporting Step by Step User To log into your Concur account, in your internet browser type in Once you sign into Concur, on your task page, you will notice pending tasks you need to complete These please refer to the Concur Guide Author.

•Manage Concur Expense, Invoice & Requisition (I do not manage Travel) •Manage SJM Global HCP Databases •My team consists of 4 IT staff members –St Jude Medical uses Concur Travel, Expense, PCard, Invoice & Req –Concur is deployed in over 29 countries, with 19K active users. Simplify and automate the entire invoice management process With greater visibility into business spend, help finance teams track and manage the entire budg. When you add Line Item Capture to your Concur Invoice and Invoice Capture solution, your organization can take advantage of a complete invoice package With this service, SAP Concur will input and validate data at the lineitem level (eg part number, description, quantity, unit price).

Concur Expense Reporting Step by Step User To log into your Concur account, in your internet browser type in Once you sign into Concur, on your task page, you will notice pending tasks you need to complete These please refer to the Concur Guide Author. Simplify and automate the entire invoice management process With greater visibility into business spend, help finance teams track and manage the entire budg. Concur Instructional Guides Below are downloadable instructional PDFs for Concur Travel and Concur Expense These guides have been updated to reflect the new user interface Initial Setup for Travel and Expense Set Up Profile First Day Activity;.

Concur Invoice is a cloudbased tool that gives you one view to manage business payment requests Submit payment requests and route for electronic approval through Concur Invoice, with the ability to monitor and track the request status as it progresses through the payment process. Concur Training Guide Page 8 of 79 Section 3 Update Your Profile Update your Personal Information 1 At the top of the Concur page, click Profile then Profile Settings 2 On the left side of the page, click Personal Information 3 On the Personal Information page, there are required fields you will need to update 4 Once updates are complete, click Save. A comprehensive guide to administering common tasks, from user permissions to changing passwords.

NEW Managing Bank Information for Concur effective 5/28/19. Email esolutions@ciazumanocom Quick Start Guide Page2 Quick Start uide 2) Travel Tab Click on the Concur logo to return to the Home Tab a) Trave l Wizard Allows you to search for Flights, Hotel and Rental Car by clicking all that apply for your trip You will fill in the departure city, arrival city, departure dates and times. For more information on Concur Expense, see the Concur Expense User Guide Students and NonUA Individuals submit for mileage reimbursement through the Invoice Module For more information on how to work with Concur Invoices, see the Invoice User Guide Why does the amount on my receipt not match the amount posted in Concur?.

04/14/14 Concur Standard Basic EndUser Guide 10 Concur Proprietary Statement This document contains proprietary information and data that is the exclusive property of Concur Technologies, Inc, Bellevue, Washington No part of this document may be reproduced, transmitted, stored in a retrievable. The user administration section of Company Administration is used by Travel, Expense, Invoice, and Request administrators to add new users and modify user profiles The user administration page contains the fields used on the Employee Profile form in Expense and/or the Travel Preferences fields from Travel. Updating your profile in the Concur online booking tool is simple The first thing you will want to do is login to the Concur online booking tool From the home page, simply click on the dropdown list in the top right corner and click “Profile Settings” F i r s t L e v e l O n l i n e S u p p o r t A g e n t M a n u a l 34.

Concur Travel User Guide DOCUMENT DESCRIPTION This document is an endto end Concur Travel user guide It describes how to master each of the objectives listed in the Table of Contents below ** When logging into Concur for the first time, your profile must be reviewed and updated, before booking any travel. Concur Quick User Guide Invoice Concurlmuedu 2 Add an Additional Approver If any additional approvals are needed that are not included in the workflow, you may send the payment request to another approver by adding the individual into the workflow. Concur Invoice is used to process travel reimbursements for outofpocket expenses incurred by UA guests and students and to make payments to vendors.

Student Specific Initial Set Up;. Once your company is an SAP Concur customer, user profiles are created by your company's Concur Administrators and login information is emailed to you If you do not know your credentials, you can navigate to wwwconcursolutionscom and click the link "Forgot your username?" to have your username emailed to you. Concur Instructional Guides Below are downloadable instructional PDFs for Concur Travel and Concur Expense These guides have been updated to reflect the new user interface Initial Setup for Travel and Expense Set Up Profile First Day Activity;.

Contact 601 108th Ave NE, Suite 1000 Bellevue, WA USA Phone 1 425 590 5000 Fax 1 425 590 5999. NEW Managing Bank Information for Concur effective 5/28/19. Designed for SAP Concur Administrators only to connect and learn from fellow Authorized Support Contacts / Admins To join this global group, please confirm that the verified email you use for Community is the same that is used for logging into Concur Solutions After you have clicked the “Join the.