Tips and Tricks to Further Streamline the Invoice Process

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Here are some tips and tricks to help further streamline the invoice process.  

First, sign in to your account at Concursolutions.com. 

 

Copy an invoice

Reduce repetitive tasks by copying an invoice to create a new, similar invoice, instead of creating a new one from scratch: 

1. From the SAP Concur homepage, click Invoice  
2. On the Invoice Manager page, select the check box for the desired invoice 
3. Click Copy. The new copied invoice is listed on the My Invoices page as “Copy of…” 
4. Open and make the desired edits  

Create a recurring invoice

Save time and plan ahead by setting up recurring invoices for recurring goods or services that you receive, such as a monthly phone bill:  

1. On the Invoice List page, either select the check box for the desired invoice – or – open the invoice by clicking it 
2. Click Actions > Create Recurring Invoice. The Recurring Invoice Details window appears 
3. Complete the fields 
4. Click Save. The system will then duplicate the invoice 
5. To access it, go to the View menu > select Recurring Invoices  

Attach an image/receipt

Streamline the payment turnaround time by attaching an image to the invoice, such as a W-9:   

To attach a receipt image to your invoice:  

1. Go to the Invoice tab 
2. Under the My Invoices page, Open the desired Invoice 
3. Click Actions 
4. Select Upload Image  
5. Browse from your computer and select the image 
6. Click Upload 
7. Click Save and Submit, whichever is applicable

Check the payment status

Monitor payments by checking the status of an invoice at any time:  

1. Navigate to the Invoice tab 
2. Go to the list of Invoices under the My Invoices page 
3. The Payment Status can be found on the listed invoices, under a column to the right

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If you are a user with the Payment Manager permission, you can check the payment status of an invoice: 

1. Go to Invoice > Payment Manager > Invoice Search 
2. Enter Invoice Number or Invoice ID 
3. Find Payment Date under Payment Details 

Update email preferences

Get instant email notifications when the status of an invoice changes, such as from Submitted to Approved: 

1. Click Profile > Profile Settings > Invoice Preferences (in the Invoice Settings section of the left-side menu) 
2. Make the desired notification choices