Invoice Extracted But Not Approved

[DHanssen]

Hello,

I have a situation where an old invoice was somehow extracted from Concur but was not fully approved (before my time so not sure how it happened). The invoice has a "Pending Validation" approval state although it's long been paid and is now polluting our "Pending Accounting Review" dashboard metric.

Does anyone have any experience or advice dealing with an extracted but not fully approved invoice? I know there are limitations around extracted invoices, but it would be nice to clear this from our dashboards.

Thank you,

David

[kseronio]

Hi David, we also had this issue, and I opened a Concur ticket. You can provide them the invoice ID number or payment details, and they can update the payment status for you, or you can do it yourself if you have invoice admin access. You would need to go to the Invoice tab, then on the Payment Manger tab. On the left of the screen, you will see an Invoice Number or Invoice ID search box. Enter your invoice number or ID in this box and click on the invoice details when they populate. Click on the blue Action button on the right of the screen and from the dropdown click Update Payment Details. Enter the correct fields and press Save. Hope this helps!

[DHanssen]

Hi kseronio,

Thank you for the quick reply. While your solution does help with another situation we had (accidentally voiding an invoice), my issue is with the invoice approval status; it's stuck at "Pending Validation" even though the payment status is either paid or void.