Fact or Fiction -- March 2023

[KevinD]

Hello all. It's already time for this month's Fact or Fiction. 

Please let me know what you think. Is the below statement Fact or Fiction? 

I must preface this by saying that this month's topic might only apply to a small few of you as it is related to Concur Invoice. 

Don't forget to provide an explanation for your answer. 

Fact or Fiction: Concur Invoice can automatically assign incoming Invoices (payment requests) to users. 

Tell me what you think. 

[KevinD · Accepted solution]

Fact: Concur Invoice allows site administrators to assign vendors to a user. When an Invoice comes into the system from that vendor, the Invoice will appear in that user’s My Invoices queue or be auto-assigned to that user.

[Karthikhemadri]

@KevinD thanks you for the details. Checking if 'Routing Configuration' also does the same work but based on the hierarchy that we select and assign users. Can you provide more insight on this?

[KevinD]

@Karthikhemadri from what I read, I think the Routing Configuration will assign the Invoice to the user based on your company's Org Units (i.e. Department, Business Unit, Cost Center, etc.).

[AB2]

Yes, if the value in your hierarchy is populated and mapped to a user the Routing Configuration will route to the user. Also, the system has a built-in hierarchy that if a Routing Configuration is in place the vendor's default employee the Routing Configuration overrides the vendor default.