Standard Deployment Toolkit
Invoice Administration
Resources
FAQ about CTE Messages within the ProductInvoice Setup Guides
- Overview (Shared)
- Custom Fields Setup Guide (Shared)
- Expense Types
- Approval Routing
- Compliance Controls
- Policy Group Configuration
- Capture Processing
- File Export Configuration
- Users
- Reporting Configuration
- Localization
- Tax Administration
- Setting Up the Self-Activated Single-Sign-On Service
- Specifications and Templates for Concur Invoice (This will open a zip file with invoice header/imports). This zipped file contains specifications for Import and Extract data. You will also find Excel templates to assist with data mapping. Please download and review the contents of this file. This will include (employee includes COA, list, vendor, PO imports).