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 · Accepted solution]

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.

[PoojaKumatkar]

Hi @Anthony8899 ,

You can retrieve/extract invoice pdfs using below two options:

• Option 1: Image Delivery Extract (Best for bulk export)
• Option 2: Concur APIs

Additional Information for option #1 is given below in support article:

Article Number	000090912
Title	How does the Image Delivery Extract Job work?
Details	This article explains how the Image Delivery Extract Job works when delivered to the sFTP. This feature is only available for the Professional Edition of SAP Concur Platform.
Resolution/Answer	The Image Delivery Extract (IDE) is an ongoing job/service that will provide a batch of images, which are usually included in the customer's entity. This service is free, but the customer must have the sFTP service enabled as it is the only way we can deliver the images. If the customer does not have SAP Concur sFTP, then a request for a quote should be sent to the customer's Account Manager. Obtaining a Concur sFTP would be a billable project. The images that are gathered by this job are limited to: Receipt Images Invoice Images eReceipt Images W9 Images Image Delivery will include images from the Expense and Invoice modules in the same extract file.Extracts will consist of all image files, whether submitted by email, file upload, invoice capture, and even receipts attached using SAP Concur Mobile. The Imaging Delivery Extract Job runs daily in the Overnight Process (ONP) only and contains receipts for items extracted in the SAE (Expense) and/or Invoice Extract (PRAE). If your company has ICS (SAP Integration with Concur Solutions), the Imaging Delivery Extract Job contains receipts for the items extracted/posted to your SAP system. There is no filtering possible (the job will include all receipts for test and live users globally since the last run). NOTE: The older images from both Invoice and Expense reports that were extracted prior to enabling the IDE Job will not be included. To gather any past images, there would need to be a Historical Image request, which is a billable service. Once opted into Image Delivery, the extract job runs every night and the extracts are delivered as PGP encrypted .ZIP files and delivered to the client’s sFTP site. If there are no images found and an empty file is delivered, the extract file name will display as: 'extract_images_entityid_timestamp_noimages.zip' The individual image file limit is 5 MB. The maximum size of the zip file is 500MB. If larger, a new ZIP file will be created and the next sequential number appended to the file name: extract_images_entitycode_yyyyMMddHHmmss_1of2.zip extract_images_entitycode_yyyyMMddHHmmss_2of2.zip File Splitting Behavior and Limits: File splitting in the Image Delivery Extract process does not solely depend on the maximum size of 500MB. Splitting may also occur due to: Reaching the 500-line CSV limit for the extract file. The number or size of individual image files included in the extract. For example, even if the combined size of files is below 500MB, splitting can occur if these limits are reached. Naming Convention: If none of the 500-line CSV files exceed 500MB, naming conventions will be: extract_images_entitycode_yyyyMMddHHmmss_1of2.zip (e.g., 450MB) extract_images_entitycode_yyyyMMddHHmmss_2of2.zip (e.g., 8MB) If some 500-line CSV files do exceed 500MB, naming conventions will include an additional segment: extract_images_entitycode_yyyyMMddHHmmss_@1_1of2.zip (e.g., 480MB) extract_images_entitycode_yyyyMMddHHmmss_@1_2of2.zip (e.g., 100MB) Important Notes: Smaller zips will not be combined even if they collectively add up to less than 500MB; this is because the split by size happens after the split by line count. The maximum size of an individual image file included in the extract is 5MB. The Image Delivery Extract job retrieves images only from the time it is set up going forward.
Cause
Additional Information	Orphaned image files that correspond to deleted Expense reports/Invoices will not be extracted. Image delivery extract does not work on Test Entities. The extract file name is not changeable.  *NOTE (For Customers contracted in JAPAN) Configuration of the Image Delivery Extract is provided as a one-time billable service. Please reach out to your Customer Success Manager.

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