Standard Deployment Toolkit

Resources

Invoice 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).

Invoice User Guides

• Administration
• Invoice Pay – Invoice Vendor Banking Import
• Vendor Import (On-Demand)
• Vendor Import (Scheduled)
• Invoice Pay User Guide
• Invoice Payment Confirmation Extract
• Invoice Positive Pay Extract
• Payment Request Confirmation Import:
• Proxy Logon (Shared) User Guide