Invoice Manager Custom Columns

[Anthony8899]

Hi Community,

Is there a way to add an Approver column on the Invoice Manager Screen, when reviewing all invoices?

On an invoice in the audit workflow there exists the ability see first approvers and second approvers. Wondering how this information could be shown in columns when looking at a number of invoices. I can see the submitter but anyone has any experience where it is in preferences for the approver? Concur has mentioned this isn't possible so posting this out here thanks.

[PoojaKumatkar]

Hi @Anthony8899 ,

Technically it is not feasible to show all approvers name on Invoice Manager screen. This is by design and there is no scope for customization.

Approver details only be available in the approval/workflow details section.

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

[Anthony8899]

Thanks for the response Pooja. I suspect that this is a feature that could be built into the reporting section of concur? Cognos area

[PoojaKumatkar]

Hi @Anthony8899 ,

Your understanding is correct. You can build a Cognos report; however, please note that it will display approver details only for invoices that have been fully approved and extracted.

Please refer to the sample screenshot attached. I'm unable to add screenshot in msg body. 

Role Required - Cognos Professional Author

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

[Anthony8899]

Thanks so much Pooja, I'll look further into this. I suspect it doesn't link back to invoice pdfs, i take it theres no way to extract invoice pdfs from a list of payments in Concur. Might have asked this somewhere else, was told by Concur that this could require some type of API solution just curious. This is a big help thanks.