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This article covers the key configuration steps for setting up Concur Invoice — from Invoice Pay and vendor management to policy setup and financial integration. Checklists, product guides, and learning paths are linked throughout.
Concur Invoice automates the capture, routing, approval, and payment of vendor invoices. This article walks through the core configuration tasks in a logical setup sequence, with links to product guides, checklists, and the Help Portal for detailed instructions at each step.
Required roles for Invoice setup
Concur Invoice setup requires specific roles to be assigned before configuration can begin: Invoice Configuration Administrator (or Invoice Admin), Invoice Payment Manager, and Vendor Manager. Confirm these are assigned to the right people before starting. See the Required Roles for Setup guide on the SAP Help Portal .
Step 1: Start with the Product Guide
If you're new to Concur Invoice, the Product Guide for Admins is your first stop. It covers how the solution works end-to-end — from invoice capture to vendor payment — and provides foundational knowledge before you begin configuration.
Step 2: Configure Invoice Policies and Audit Rules
Invoice policies define the rules that govern how invoices are routed and approved at your organization. Audit rules flag invoices that fall outside policy thresholds before they reach approvers.
The Help Portal contains dedicated setup guides for both:
Invoice Pay enables your organization to pay vendor invoices directly through SAP Concur using ACH, virtual cards, or checks — without leaving the platform. It is an optional but high-value feature that reduces the manual effort of payment processing.
Use the setup checklists below to guide your Invoice Pay implementation:
For virtual card payments specifically, this video provides an overview of how Concur Invoice customers can use virtual cards through Invoice Payment Manager, including implementation steps and best practices:
Concur Invoice integrates with major accounting and ERP platforms for automated financial posting. The SAP Help Portal maintains setup guides for each supported integration:
The Vendor Manager role maintains your approved vendor list and vendor profiles. Three tips from the Admin Tips series can significantly reduce the time your team spends on vendor management and invoice processing:
Set default expense types for select suppliers — increases coding accuracy and saves time per invoice
Use the Vendor Mapping List — assign Invoice Owners to approved vendors for streamlined routing
Leverage capture processing — OCR-based automation reduces manual data entry
The primary structured learning path for Concur Invoice Standard Edition administrators. 18.75 hours covering all essential configuration and management tasks.
I am our Community Strategy Retention & Demand Senior Manager here at SAP Concur, and have been with SAP Concur since 2017. Some of you may recognize me from the "original Community", the LinkedIn Client User Group, which I managed and moderated. I am thrilled that we now have this evolution of Community available and hope you are taking full advantage of our resources, groups, and forums. Please reach out to me if you have any questions or concerns about our Community, or just to say hello!
