How Do I Complete an Invoice (Payment Request)?

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After you sign in to your account at Concursolutions.com, follow our guide below to complete your first invoice:

Create

Select or add a vendor:

1. From the SAP Concur homepage, click Invoice
2. On the Invoice Manager page, click Create New Invoice
3. Select the appropriate vendor from the vendor list > enter invoice details > click Save

Can’t locate the vendor? You’ll need to request a new vendor.

1. On the Create New Invoice page, click Request New Vendor
2. Under General Vendor Information, enter vendor details > click Apply to activate the Actions menu
3. Click the Actions dropdown arrow and select to Upload Image (if applicable) > Click OK

Itemize

Select the expense type:

1. On the Amount Remaining to be Itemized page, select the expense type
2. In the Add Item section, complete all required fields > click Save
3. Add additional items as needed > click Save
4. On the Invoice page, click Submit Invoice

Distribute 

Assign the invoice across departments:

1. Click Distribute > click Distribute Selected Items
2. On the Distribute Selected Items page, click Distribute By > select Percentage or Amount as the distribution type > click Add

Want to attach an image? 

1. In the Vendor Information section, click View
2. On the Vendor Information page, click Actions > select Upload Image
3. Click Browse to navigate the image file > click Open
4. Click Upload > then click Close

Submit

Submit for review and approval:

1. On the My Invoices page, select the desired invoice > click Submit

The invoice is submitted for approval!