| Documentation - Concur Invoice - Standard Edition | |
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On this page: |
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| Invoice Setup Guides (Ordered to correspond with the simplified Standard Product Settings for a US-only company) | Revised | Format |
| Product Settings (Shared) | Apr 11 2022 | DOC - PDF |
| Accounting (formerly known as Introduction) (Shared) | Dec 10 2021 | DOC - PDF |
| Custom Fields (Shared) | Feb 28 2023 | DOC - PDF |
| Expense Types | Mar 20 2021 | DOC - PDF |
| Single Sign-On Overview (Shared) | Nov 14 2020 | DOC - PDF |
| Single Sign-On (Shared) | May 18 2022 | DOC - PDF |
| Users (Shared) | Jul 28 2023 | DOC - PDF |
| Invoice Setup Guides (Other guides available for the full Standard Product Settings) | Revised | Format |
| Approval Routing | Sep 28 2020 | DOC - PDF |
| Budget (Shared) | June 17 2023 | DOC - PDF |
| Company Locations | Jun 8 2019 | DOC - PDF |
| Compliance Controls | Nov 1 2022 | DOC - PDF |
| Country Packs With VAT | Aug 20 2022 | DOC - PDF |
| Data Retention (Shared) | Sep 13 2023 | DOC - PDF |
| Digital Invoices (e-Bunsho) | Aug 20 2022 | DOC - PDF |
| Invoice Pay | June 17 2023 | DOC - PDF |
| Password Policy Settings (Shared) | Nov 15 2023 | DOC - PDF |
| Peppol Integration | Nov 11 2023 | DOC - PDF |
| Policy Group Configuration | Dec 10 2021 | DOC - PDF |
| Policy Groups (Shared) | Dec 10 2021 | DOC - PDF |
| Purchase Order Matching | Dec 10 2021 | DOC - PDF |
| Purchase Request and Purchase Order | Dec 10 2021 | DOC - PDF |
| Capture Processing (Client-Managed) | Jan 3 2023 | DOC - PDF |
| File Export Configuration | Jun 8 2019 | DOC - PDF |
Reporting Configuration for Analysis/Intelligence (Shared) Reporting Configuration for Analytics: Analytics User Guide |
Dec 16 2021 | DOC - PDF |
| Localization (Shared) | Dec 16 2021 | DOC - PDF |
| Tax Administration | Dec 10 2021 | DOC - PDF |
| Taxation | Jun 8 2019 | DOC - PDF |
| Two-Factor Authentication (Shared) | Nov 15 2023 | DOC - PDF |
| Default Settings (Shared) | Oct 8 2019 | DOC - PDF |
| Data Retention (Shared) | Mar 15 2019 | DOC - PDF |
| Invoice User Guides | Revised | Format |
| Administration | Aug 11 2023 | DOC - PDF |
| App Center Admin (Shared) | Dec 5 2023 | DOC - PDF |
| Budget Adjustments Import (Shared) | Dec 15 2021 | DOC - PDF |
| Budget Item Import (Shared) | Jun 14 2022 | DOC - PDF |
| Capture Processing (Client-Managed) | Jan 3 2023 | DOC - PDF |
| Capture Processing - Dual Support | Jan 3 2023 | DOC - PDF |
| Data Retention (Shared) | Sep 13 2023 | DOC - PDF |
| File Transfer for Customers and Vendors (Shared) | Jan 20 2023 | DOC - PDF |
| Invoice Pay | June 17 2023 | DOC - PDF |
| Payment Confirmation Extract | Feb 27 2019 | DOC - PDF |
| Positive Pay Extract | Dec 5, 2016 | DOC - PDF |
| Vendor Banking Import | Dec 9 2017 | DOC - PDF |
| Payment Request Confirmation Import | Dec 2 2020 | DOC - PDF |
| Proxy Logon (Shared) | Apr 5 2023 | DOC - PDF |
| Purchase Order Matching | Oct 4 2019 | DOC - PDF |
| Purchase Request and Purchase Order | Sep 16 2023 | DOC - PDF |
| Vendor Import (On-Demand) | Nov 10 2022 | DOC - PDF |
| Invoice Financial Integration Guides | ||
| Additional Information: Concur Financial Integration Resources | ||
Financial Integration Service (Shared) |
Dec 2 2020 | DOC - PDF |
| Microsoft Dynamics 365 Business Central Integration (Shared) | Mar 22 2023 | DOC - PDF |
| QuickBooks Connector (Shared) | Aug 19 2023 | DOC - PDF |
| QuickBooks Financial Integration (Shared) | Aug 19 2023 | DOC - PDF |
| Sage Intacct Setup Guide for SAP Concur Standard Edition (Shared) | Jul 29 2022 | DOC - PDF |
| Xero Accounting Setup Guide for SAP Concur Standard Edition (Shared) | Aug 19 2023 | DOC - PDF |
| Invoice Import/Extract Specifications | Revised | Format |
| Imports (Assisted: scheduled in coordination with SAP Concur -or- On-demand: whenever required) | ||
| Employee Import (Shared) (Assisted) | Jul 28 2023 | DOC - PDF |
| List Import (Shared) (Assisted) NOTE: This document is not applicable to Invoice Standard, but can be used as a reference for field data. Please contact your Concur Representative if you need to use this import. |
Apr 29 2022 | DOC - PDF |
| Payment Request Import, Ver 2 (Current) (Shared) (Assisted) | Jun 2 2021 | DOC - PDF |
| Purchase Order Import (Assisted) | Sep 16 2023 | DOC - PDF |
| Purchase Order Receipt Import, Ver 2 (Quantity Receipt for Three-Way Match) (Shared) (Assisted) | Apr 22 2023 | DOC - PDF |
| Purchase Order and Purchase Order Receipt Import Now (On-Demand) | Mar 23 2021 | DOC - PDF |
| Vendor Import (Assisted) | Feb 18 2023 | DOC - PDF |
| Extracts | ||
| Payment Manager Extract - Export File for Concur Standard using QuickBooks IIF | QBs Resrouces Page, click here. | |
| Payment Request Accounting Extract, Ver 2 (Current) (Assisted) NOTE: This document is not applicable to Invoice Standard, but can be used as a reference for field data. Please contact your Concur Representative if you need to use this import. |
Aug 27 2019 | DOC - PDF |
| Purchase Order Extract (On-Demand) | Aug 17 2019 | DOC - PDF |
| Purchase Order Receipt Extract (On-Demand) | Nov 17 2018 | DOC - PDF |