How to update the Invoice name

Oksana_S

I've updated the invoice number, but the name is still showing the same information (before the update). Please advise where to correct it.

KevinD

@Oksana_S is this an invoice created by you? Assigned to you? What is the current status?

Thank you,
Kevin
SAP Concur Community Manager
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PoojaKumatkar

Hi @Oksana_S ,

If invoice is generated/scanned through OCR (Invoice Capture functionality) then invoice name field will be auto populated in below format:

Vendor Name (Vendor Code)-Invoice Number

However looking at your question, i am assuming that Invoice Name field is NOT currently visible/hidden/added on Invoice header form and that could be the reason you are unable to edit Invoice Name field. Please confirm whether my assumption is correct?

There could be below two scenarios:

1. If invoice name field is visible/added on invoice header form then you can edit the name as per your requirement. However, note that, this edit functionality may vary based on your company's configuration and form field level field properties (employee role wise modify/hidden/read only)

2. If field is not available and if you want the field to be added on form then that is also feasible. This is totally your company's decision.

In above mentioned both the cases, you need to reach out to your company's Concur Administrator and check what is the current configuration and if needed you can make field visible with edit option OR get the field added if it is currently not added.

If this answers your query, then please mark solution as accepted.

Thanks!
Regards,
Pooja