Documentation - Concur Invoice - Standard Edition SAP logo

Quick Links:

On this page:

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) Jan 22 2024 DOC - PDF
Users (Shared) Jan 23 2024 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
Custom Audit Rules Mar 22 2024 DOC - PDF
Country Packs With VAT Aug 20 2022 DOC - PDF
Data Retention (Shared) Jan 30 2024 DOC - PDF
Digital Invoices (e-Bunsho) Aug 20 2022 DOC - PDF

Invoice Pay

Feb 24 2024 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
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) Feb 14 2024 DOC - PDF
File Transfer for Customers and Vendors (Shared) Feb 19 2024 DOC - PDF
Invoice Pay Feb 24 2024 DOC - PDF
    Managing Failed Check Payments Mar 8 2024 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
Sage 100 Integration (Shared) Dec 8 2023 DOCX - 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)
Jan 26 2024
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) Jan 20 2024 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