| Documentation - Concur Invoice - Professional Edition | |
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On this page: |
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| Invoice Setup Guides | Revised | Format |
| Account Codes | Jul 13 2012 | DOC - PDF |
| Allocations | May 21 2020 | DOC - PDF |
| Attendees | Jun 20 2019 | DOC - PDF |
| Audit Rules | Mar 23 2024 | DOC - PDF |
| Audit Rules (Validation Rules) | Jul 19 2013 | DOC - PDF |
| Budget (Shared) | Sep 16 2023 | DOC - PDF |
| Capture Processing (Client-Managed) | Jan 3 2023 | DOC - PDF |
| Cognos Settings – see Reporting Configuration | ||
| Concept Fields for Analysis/Intelligence (Shared) | Sep 21 2015 | DOC - PDF |
| Change Log | Apr 20 2012 | DOC - PDF |
| Data Retention (Shared) | Jan 30 2024 | DOC - PDF |
| Delegate Configuration | Nov 14 2019 | DOC - PDF |
| Email Reminders | Aug 17 2019 | DOC - PDF |
| Exceptions | Apr 20 2012 | DOC - PDF |
| Expense Types | Mar 20 2021 | DOC - PDF |
| Feature Hierarchies (Shared) | Feb 28 2018 | DOC - PDF |
Financial Integration Service (Shared) |
Dec 2 2020 | DOC - PDF |
| Forms and Fields | Jan 13 2021 | DOC - PDF |
| Group Configurations | Apr 22 2022 | DOC - PDF |
| Group Configurations for Employees (Shared) | Apr 22 2022 | DOC - PDF |
| Image Handling – Digital Tax Invoice (includes CFDi) | Sep 22 2021 | DOC - PDF |
| Image Handling – Scan Configuration | Mar 13 2015 | DOC - PDF |
| Image Handling – Uploaded and Emailed Images (includes e-Bunsho Timestamp) | Nov 1 2022 | DOC - PDF |
| Imaging Settings (Shared) | Nov 1 2022 | DOC - PDF |
| Invoice Provider ACH Payments - see Invoice Pay | ||
| Invoice Pay | Feb 24 2024 | DOC - PDF |
| Invoice Settings | Jun 14 2019 | DOC - PDF |
| Ledgers | Jul 13 2012 | DOC - PDF |
| List Management (Shared) | Oct 14 2023 | DOC - PDF |
| Localization (Shared) | Oct 12 2018 | DOC - PDF |
| Locations (Shared) | Aug 18 2022 | DOC - PDF |
| Microsoft Dynamics 365 Business Central Integration (Shared) | Mar 22 2023 | DOC - PDF |
| Password Policy Settings (Shared) | Nov 15 2023 | DOC - PDF |
| Peppol Integration | Nov 11 2023 | DOC - PDF |
| Policies | Jun 8 2019 | DOC - PDF |
| Printed Invoice Configuration | Nov 1 2022 | DOC - PDF |
| Purchase Order Matching | Apr 13 2019 | DOC - PDF |
| Purchase Request & Purchase Order | Feb 29 2024 | DOC - PDF |
| Receipt Confirmation | Oct 16 2015 | DOC - PDF |
| Reporting Configuration (Shared) | Apr 13 2019 | DOC - PDF |
| Single Sign-On Overview (Shared) | Apr 8 2024 | DOC - PDF |
| Single Sign-On (Shared) | Jan 22 2024 | DOC - PDF |
| Tax Authority | Aug 27 2021 | DOC - PDF |
| Tax Validation (previously called Tax Administration) | Jul 10 2015 | DOC - PDF |
| Test User (Shared) | DOC - PDF | |
| Training Administration (Shared) | Mar 19 2021 | DOC - PDF |
| Two-Factor Authentication (Shared) | Nov 15 2023 | DOC - PDF |
| Validations (Shared) | Aug 10 2020 | DOC - PDF |
| Valued Added Tax (VAT) | Aug 20 2022 | DOC - PDF |
| Vendor Management Lifecycle | Nov 1 2022 | DOC - PDF |
| Workflow – Authorized Approvers | Feb 24 2020 | DOC - PDF |
| Workflow – Cost Object Approval | Mar 7 2022 | DOC - PDF |
| Workflow – Email Notifications | Aug 17 2019 | DOC - PDF |
| Workflow – General Information | Oct 19, 2020 | DOC - PDF |
| Invoice User Guides | Revised | Format |
| App Center Admin (Shared) | Dec 5 2023 | DOC - PDF |
| Attendee Admin (Shared) | Mar 7 2022 | DOC - PDF |
| Budget Adjustments Import (Shared) | Jan 16 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 |
| Company Info (Shared) | Aug 10 2019 | DOC - PDF |
| Company Locations | Apr 14 2018 | DOC - PDF |
| Data Retention (Shared) | Apr 1 2024 | DOC - PDF |
| Expense Type Import | Mar 20 2021 | DOC - PDF |
| File Transfer for Customers and Vendors (Shared) | Feb 19 2024 | DOC - PDF |
| Hierarchy Mappings Import | Jan 16 2015 | DOC - PDF |
| Import Distributions | Apr 13 2019 | DOC - PDF |
| Import/Extract Administrator (Shared) | Mar 15 2024 | DOC - PDF |
| Import/Extract Monitor (Shared) | Mar 15 2024 | DOC - PDF |
| Invoice AP | Feb 18 2023 | DOC - PDF |
| Invoice Pay | Feb 24 2024 | DOC - PDF |
| Managing Failed Check Payments | Mar 8 2024 | DOC - PDF |
| Processor | Nov 1 2022 | DOC - PDF |
| Payment Request Confirmation Import | Apr 13 2019 | DOC - PDF |
| Image Handling – Process Images | Apr 13 2019 | DOC - PDF |
| Proxy Logon | Apr 5 2023 | DOC - PDF |
| Purchase Order Matching | Oct 4 2019 | DOC - PDF |
| Purchase Request & Purchase Order | May 22 2023 | DOC - PDF |
| Routing Configuration | Sep 20 2013 | DOC - PDF |
| User Administration (Shared) | Oct 24 2023 | DOC - PDF |
| User Import (Shared) | July 28 2023 | DOC - PDF |
| Vendor Employee Access | Apr 13 2019 | DOC - PDF |
| Vendor Employee Access Import | Apr 13 2019 | DOC - PDF |
| Vendor Banking Import | Nov 4 2022 | DOC - PDF |
| Vendor Import | Nov 10 2022 | DOC - PDF |
| Vendor Manager | Aug 11 2023 | DOC - PDF |
| Invoice Import/Extract Specifications | Revised | Format |
| Imports (Assisted: scheduled in coordination with SAP Concur -or- On-demand: whenever required) | ||
| Approved Vendor Import, Ver 1 (Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
| Approved Vendor Import, Ver 2 (Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
| Approved Vendor Import, Ver 3 (Current) (Assisted) | Feb 18 2023 | DOC - PDF |
| Approved Vendor Import - Country Code List | Jan 8 2020 | DOC - PDF |
| Attendee Import, Ver 2 (Current) (Shared) (Assisted) | Sep 28 2021 | DOC - PDF |
| Budget Adjustments Import (Shared) (On-demand) | Jun 16 2018 | DOC - PDF |
| Budget Item Import (Shared) (On-demand) | Aug 7 2018 | DOC - PDF |
| Employee Import (Shared) (Assisted) | DOC - PDF | |
| Exchange Rate Import (Shared) (Assisted) | Aug 27 2019 | DOC - PDF |
| List Import (Shared) (Assisted) | Apr 29 2022 | DOC - PDF |
Locations Import, Ver 1 (Retired) (Shared) (Assisted) |
Aug 27 2019 | DOC - PDF |
Locations Import, Ver 2 (Current) (Shared) (Assisted) |
Feb 14 2022 | DOC - PDF |
| Payment Request Confirmation Import V1 (Retired) | Aug 27 2019 | DOC - PDF |
| Payment Request Confirmation Import, Ver 2 (Current) (Assisted) | Aug 27 2019 | DOC - PDF |
| Payment Request Import, Ver 2 (Current) (Assisted) | Apr 4 2024 | DOC - PDF |
| Purchase Order Import (Assisted) | Aug 27 2019 | DOC - PDF |
| Purchase Order Receipt Import, Ver 2 (Quantity Receipt for Three-Way Match) (Assisted) | Apr 22 2023 | DOC - PDF |
| Purchase Order and Purchase Order Receipt Import Now (On-Demand) | Mar 23 2021 | DOC - PDF |
| Routing Configuration Hierarchy Import (Assisted) | Aug 27 2019 | DOC - PDF |
| Validation Table Import (Shared) (Assisted) | Feb 21 2023 | DOC - PDF |
| Extracts | ||
| Attendee Extract (Assisted) | Aug 27 2019 | DOC - PDF |
| Employee Requested Vendor Extract (Assisted) | Aug 27 2019 | DOC - PDF |
| Payment Confirmation Extract (Assisted) | Jun 18 2022 | DOC - PDF |
| Payment Request Accounting Extract, Ver 1 (Retired) (Assisted) | Aug 27 2019 | DOC - PDF |
| Payment Request Accounting Extract, Ver 2 (Current) (Assisted) | Aug 27 2019 | DOC - PDF |
| Positive Pay Extract (Assisted) | Aug 27 2019 | DOC - PDF |
| Purchase Order Extract (Assisted) | Mar 10 2021 | DOC - PDF |
| Purchase Order Receipt Extract (Assisted) | Aug 27 2019 | DOC - PDF |