Bulk Invoice Download

[kohoutek1]

Is there a way I can do a bulk download of all invoices per vendor I’ve approved since my organization went live?

Thank you in advance

[KevinD]

@kohoutek1 are you approving them as an invoice approver or as an Invoice Processor? If as an invoice processor, you can do that. If you are asking about an invoice approver (not processor), then the answer is, you cannot bulk download from within the product. You can, however, use Cognos to get what you need.

I'll await your reply.

[ck_ivc]

Hi.  We have basic reporting in Concur/Cognos. Is there a specific folder that will have these reports?  Or is it I can build my own report (if I have more functionality)?  Thank you.

[GUWQ]

Hi Kevin,  We need to download all invoices of our company. As an invoice processor, how to download invoices in bulk? Could you give us a guide? Thanks.

[pblake]

Yeah just running into this now myself as an Invoice Processor.  How can I download multiple invoices at one time (without having to navigate into each one)?  Like for an auditor request or something, if they want many invoices from just one vendor from a certain time period, like 25 invoices, can I download those all at once? 

[KevinD]

@pblake depends on how much level of detail you need. From the Processor screen, when you run a query, if you look at the bottom of the screen, there is an option that says, "Send to Excel". The details that will download to Excel are what you see on the Processor screen. If you need more detail than what is shown, then Cognos Reporting would allow you to see pretty much all the details of an Invoice, but you would need to build this report in Cognos. 

What level of detail do you need?