Concur Invoice Approval Workflow

For example, the SAP Concur workflow typically includes a final approval step that is completed by Finance/Accounting Once the accountant finalapproves a report (or invoice), the report is queued into FIS.

Concur invoice approval workflow. Concur Invoice QuickStart Guide Version 16 November 30, 16 Page 1 Welcome to Concur Invoice Concur Invoice is a cloudbased tool that integrates invoices with T&E payments within a single system Concur Invoice gives you one view to manage all of your business spend Logging on to Concur Invoice How to Additional Information 1. Accounting Review The invoice is waiting for Procurement’s final approval Approved All necessary approvers have reviewed and approved the payment request The next step is Accounting Review Not Submitted The payment request has not been submitted for approval. Re approval workflow We use the cost object hierarchy list for our project listing where thosse projects have a particular manager assigned to it but we only have 1 level of the cost object hierarch so we skip the 6 other approval steps so that once the employee submite the report it will go to the concur auditors, then the level 1 manager.

ApprovalStatusCode stringRequired A code indicating the invoice’s approval status CreateDate stringThe date the invoice was created CurrencyCode stringThe 3letter ISO 4217 currency code for the invoice currency. For example, the SAP Concur workflow typically includes a final approval step that is completed by Finance/Accounting Once the accountant finalapproves a report (or invoice), the report is queued into FIS. This outofthebox SAP Concur solution, uses BPA Platform to create purchase invoices in your ERP system that relate to purchase requisitions/orders created in SAP Concur that have a goods receipt note logged against them or have completed a specific workflow.

Concur Standard/Professional/Premium Invoice automates the process of capturing, submitting, approving, and paying vendor invoices Customers determine how invoices should be processed based on customizable workflow rules, and how to route invoices for approval based on cost center, dollar limit, or other criteria. AutoApprove Workflow Steps Concur Request has a Passive Approval Request feature This allows autoapproval of all workflow steps when a set number of days or hours before the approval time limit This is a useful feature, for example, when an employee needs to make last minute travel plans. A workflow configured with approvers at both the first and second level will insert a processor step if an approver fails to approve at either level.

Concur Invoice sets the flag to No at the beginning of the workflow It is changed to Yes only when the invoice is approved by an authorized approver who has the appropriate authority If the invoice is returned to the employee, then the flag is reset to No. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Create robust custom trip approval workflows and set costcenter assignments specific to your organization Manage and approve on the go Using the SAP Concur mobile app, authorize, reject, or make requests and modifications Quickly review trip details and expected expenses, and approve or reject cash advances.

Concur Invoice enables your finance team to schedule automated supplier payments, BACs, cheques and credit card feeds This helps to improve employee productivity and provide accurate forecasting Concur Invoice can compare invoices to purchase orders and records of received goods and services This saves you time and ensures supplier compliance. Overview to Create an Invoice Payment Request 1 Search Vendor (Ensure address is correct) and select as applicable • If vendor or correct vendor address does not exist, request a new vendor 2 Complete invoice detail 3. • On the menu, click InvoiceCreate New Request(on the submenu) 1 From the Payment Request Typedrop down menu, select the appropriate request type (ie invoice or request for payment) 2 Use the Search fields to find the relevant vendor and select it from the Vendor List.

To view all required approvals for the invoice, select “Details” and “Approval Flow” 3) Approve/Send Back Payment Invoice If the invoice is approved for payment, click “Approve” The invoice will then move on to the next step in the approval workflow. To view all required approvals for the invoice, select “Details” and “Approval Flow” 3) Approve/Send Back Payment Invoice If the invoice is approved for payment, click “Approve” The invoice will then move on to the next step in the approval workflow. Concur Expense allows expense reports to be submitted and approved electronically, making the expense reimbursement process faster and more efficient In order for your expense reports to be routed electronically for approval to the appropriate individuals, you must set up your “.

If an approver does not approve an invoice before the expiration interval elapses, the system forwards the invoice to the next approver in the approval workflow If the setting is cleared (disabled), the invoice remains in the pending approver’s queue When selected (enabled), this setting allows the system to take the following actions. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Seamlessly integrate your invoice processing between Concur Invoice and Microsoft Dynamics GP InvoiceConnect creates an automated integration between the two systems and completes your invoice workflow This cloud based connector is prepackaged and gives you the power to manage the.

Introduction Concur Invoice is a cloudbased tool that gives you one view to manage business payment requests Submit payment requests and route for electronic approval through Concur Invoice, with the ability to monitor and track the request status as it progresses through the payment process. The approval flow within the Concur Travel & Expense System is the record of all approval steps for an expense report Depending on the information in the expense report, some approval steps might be required – such as officer or campus approval – while others might not Read the procedures Use the Details dropdown and select Approval Flow The Approval Flow window appears. For the invoice number use the payees last name and the date When you click submit the approval flow box will show with the Authorized Approver in red Click in the box and type an * Wait for the system to give you a list of approvers Create New Vendor(Payee) Concur Invoice Last modified by LeBlanc, Lisa C Company.

Many Concur Invoice clients have external systems that have part or service lists with pricing If they use SAP Concur preauthorization using purchase request, the data from the external systems must be entered manually into the purchase request cart and submitted for approval by the requesting employee. Automation can speed up your invoice approval workflow by eliminating tedious data entry Concur Invoice uses machine learning to accurately scan paper and email invoices into the system, provides a threeway match against purchase orders and receipts, and then automatically sends them to the appropriate approvers. Concur Expense Workflow General Information Read this guide for general information about expense and cash advance workflows Concur Expense Workflow Authorized Approvers Read this guide if the company uses authorized approvers but only after reading the Concur Expense Workflow General Information Setup Guide.

Introduction Concur Invoice is a cloudbased tool that gives you one view to manage business payment requests Submit payment requests and route for electronic approval through Concur Invoice, with the ability to monitor and track the request status as it progresses through the payment process. Concur Invoice enables your finance team to schedule automated supplier payments, BACs, cheques and credit card feeds This helps to improve employee productivity and provide accurate forecasting Concur Invoice can compare invoices to purchase orders and records of received goods and services This saves you time and ensures supplier compliance. Concur Payment Request Accounts Payable Yes No Complete EPAF Payroll Services Complete Concur Payment Request ** Accounts Payable * If approval from Internal Audit and Tax Compliance is not received, worker must be hired as an employee or through HR Options ** Must select appropriate request type in Concur Invoice.

Hi Concur Community, I am new to my project and they raise an issue today about the "send back to employee" because the approver did not approve it within 10 days I checked their workflow and confirmed that the workflow configuration assign to their policy has a 10 days expiration however, the c. Concur This action allows the invoice to match with buyer approval and the invoice is released for payment Issue This action goes back to the AP Team for additional steps to be taken Ex the PO Line is matched inappropriately Reject This action goes back to the AP Team to remove the invoice from the system. AutoApprove Workflow Steps Concur Request has a Passive Approval Request feature This allows autoapproval of all workflow steps when a set number of days or hours before the approval time limit This is a useful feature, for example, when an employee needs to make last minute travel plans.

This outofthebox SAP Concur solution, uses BPA Platform to create purchase invoices in your ERP system that relate to purchase requisitions/orders created in SAP Concur that have a goods receipt note logged against them or have completed a specific workflow. Implantation of invoice imaging, the first step in the automation of a paper process bumped up 3 percent from 11 to 12 More survey respondents already have invoice imaging in place and are currently making the most of their imaging solution by increasing automated approval workflow for invoices and eInvoicing. Concur Invoice QuickStart Guide Version 16 November 30, 16 Page 1 Welcome to Concur Invoice Concur Invoice is a cloudbased tool that integrates invoices with T&E payments within a single system Concur Invoice gives you one view to manage all of your business spend Logging on to Concur Invoice How to Additional Information 1.

Concur Expense Workflow Authorized Approvers Setup Guide Cost object approver A cost objectis any accountingrelated data (cost center, department, product, project code, etc) for which a separate cost measurement should be recorded For example, assume that the client defines the cost center to be the cost object. In addition to standard AP automation features such as invoice matching and approval workflows, Concur provides spend management functionality that flags exceptions, helping reduce fraud SAP Concur also includes features that help companies to manage cash flow and take advantage of promptpayment discounts Part of an integrated SAP environment. Concur Standard/Professional/Premium Invoice automates the process of capturing, submitting, approving, and paying vendor invoices Customers determine how invoices should be processed based on customizable workflow rules, and how to route invoices for approval based on cost center, dollar limit, or other criteria.

Concur Invoice is a system that enables you to create, submit, file, review, approve, and audit payment requests – online Concur Invoice is designed for simplicity and ease of use, but has robust back office processor and analytics functionality that improves control and visibility Section 1 Log on to Concur Invoice. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Concur Invoice Standard Edition Administration Help When the invoice enters the Pending Approval workflow step for the approver, the system begins timing the approver If the expiration interval elapses, the system automatically reassigns the affected invoice to the approver's manager and resets the timer If the interval elapses again.

Concur Invoice is a system that enables you to create, submit, file, review, approve, and audit payment requests – online Concur Invoice is designed for simplicity and ease of use, but has robust back office processor and analytics functionality that improves control and visibility Section 1 Log on to Concur Invoice. Concur This action allows the invoice to match with buyer approval and the invoice is released for payment Issue This action goes back to the AP Team for additional steps to be taken Ex the PO Line is matched inappropriately Reject This action goes back to the AP Team to remove the invoice from the system. Concur Invoice is a cloudbased tool that gives you one view to manage business payment requests Submit payment requests and route for electronic approval through Concur Invoice, Workflow Step 6 Submitting an invoice.

The Invoice Workflow – General Information Setup Guide Section 3 Overview Workflow defines how the system routes an invoice for approval and processing, after an employee has submitted the invoice The flexible workflow feature in Concur Invoice allows your company to design workflows specifically tailored to your unique needs. This demo will show you how to capture invoices from any mobile device, submit and process invoices and learn what it looks like in each stage of the payment procedure Mobile Invoice Processing Tool For Business Demo SAP Concur. Overview to Create an Invoice Payment Request 1 Search Vendor (Ensure address is correct) and select as applicable • If vendor or correct vendor address does not exist, request a new vendor 2 Complete invoice detail 3.

Accounting Review The invoice is waiting for Procurement’s final approval Approved All necessary approvers have reviewed and approved the payment request The next step is Accounting Review Not Submitted The payment request has not been submitted for approval. The workflow resets and sends parallel approval notifications to Chemistry and Neuroscience, even if Chemistry approved the report prior to the account change The Chemistry approver can see the comment about the account number change prior to reapproval under “Comments”. Concur Invoice is a system that enables you to create, submit, file, review, approve, and audit payment requests – online Concur Invoice is designed for simplicity and ease of use, but has robust back office processor and level approval based on the amount of the invoice If there is a problem with the invoice, such as the invoice not.

Concur automates the corporate card transaction from processing, account posting to payment For centrallybilled cards, Concur matches preapproved expenses to invoices for fast, accurate reconciliation. Concur Expense is York University’s new automated expense reporting system Concur Expense allows expense reports to be submitted and approved electronically, making the expense reimbursement process faster and more efficient In order for your expense reports to be routed electronically for approval to the appropriate individuals,. • On the menu, click InvoiceCreate New Request(on the submenu) 1 From the Payment Request Typedrop down menu, select the appropriate request type (ie invoice or request for payment) 2 Use the Search fields to find the relevant vendor and select it from the Vendor List.

Concur Quick User Guide Invoice Concurlmuedu 1 Create a Payment Request Using an Existing Vendor To create a new invoice or request for payment Either • On the home page, on the Quick Task Bar, click the New task and then New Payment Requestor • On the menu, click Invoice Create New Request (on the submenu) 1. Concur Expense Workflow Invoice Professional/Premium edition Standard edition Request Professional/Premium edition Standard edition Concur Expense Workflow – Authorized Approvers Setup Guide i it does not affect the workflow or guarantee approval by an authorized approver To ensure that an expense report is not paid without. It takes an average of 17 days to manually process an invoice as many accounts payable (AP) teams spend time inputting invoice data, chasing approvals, and moving the invoice along the chain Invoice automation speeds up the process and ensures compliance with your policies.

Create robust custom trip approval workflows and set costcenter assignments specific to your organization Manage and approve on the go Using the SAP Concur mobile app, authorize, reject, or make requests and modifications Quickly review trip details and expected expenses, and approve or reject cash advances. Name Type Format Description;.