cancel
Showing results for 
Search instead for 
Did you mean: 
jaimangat
Occasional Member - Level 1

Add ledger Account as a column in the Invoice Processing Tab

Screenshot 2023-07-17 141848.png

 

Is there anyone who can confirm the feasibility of the following: can the Expense Type/General Ledger account that is the first part of the allocation in an invoice be a column in the invoice processor tab. Allowing us to very quickly see where invoices are "generally" allocated (don't need the complete allocation) when we export our invoices to an csv file. Concur does not seem to offer a native solution that achieves this result. Is there a workaround that would achieve this result?

2 REPLIES 2
KevinD
Community Manager
Community Manager

@jaimangat the only workaround I can see is to create a custom field, but it likely would mean the users would need to manually input the GL info into this field.


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
StacyH
SAP Concur Employee
SAP Concur Employee

Hi @jaimangat, just like Expense Processor, the Invoice Processor columns which can be added to the Processor's view are all header level fields.

 

You might consider creating a Cognos report for this, which would allow you to get an export which includes entry level data. As you might already be aware, & helpful to know if you're not, the Processor queue is real time & Cognos is current from the last time ONP (OverNight Processing) jobs ran.

 

Thanks,
Stacy

Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.