Navigating the Invoice Settings Page

Objective

After completing this lesson, you will be able to navigate the Invoice Settings Page.

Invoice Settings Page

As an administrator, it is important to understand how to use the Settings page in SAP Concur Invoice Standard Edition, to set up and customize the system for your organization.

The Invoice Settings page is your main hub for managing and configuring different parts of the system, including:

User accounts
Vendors
Custom fields
Expense types
Policy groups and compliance

To access the Settings page in your SAP Concur Invoice account, follow these steps:

Log in to your account.
Select the Home link.
Select Invoice Settings in the Administration menu.

Note

Because SAP Concur solutions are customizable, some of the settings covered in this course might not be available in your company's configuration.

Some features are optional or require an additional purchase.
Some features must be enabled by SAP Concur Customer Support before they become available for configuration.
Some features are dependent on the existence of other settings.
Some features cannot be used with other settings.

If your company has purchased Concur Expense in addition to Concur Invoice, the settings page displays Expense & Invoice Settings. If you've only purchased Concur Invoice, it displays Invoice Settings.

Concur Home page is opened and the Expense & Invoice Settings link is highlighted in the dropdown menu at the top of the screen

Invoice Settings Page Navigation

Required Permissions

On the Invoice Settings page, you can navigate through various sections to manage different aspects of the Invoice system, like Access to Concur, Capturing Spend, Connections, and Policy.

Select Is Invoice Admin? permission box on the Invoice tab of the User Account page to access the Invoice Settings page.
Select Invoice Settings in the upper left corner to return to the main settings page from any configuration page.
Toggle between View Basic Settings and View Advanced Settings under the Product Settings dropdown menu.

The Invoice settings page is opened. The Is Invoice Admin? checkbox is highlighted in the far right column of the page.

Deployment Toolkit

The Deployment Toolkit section provides resources and tools to help you deploy and configure AP Concur Expense & Invoice within your organization. It includes guides, templates, and best practices for implementation. You can permanently dismiss this section by selecting Dismiss. After you dismiss the section, you can still access it by visiting the SAP Concur (SMB) Onboarding Resource Center.

The Invoice Settings page is opened and the Deployment Toolkit tile is highlighted in the center of the screen.

Access to Concur

Under the Access To Concur section, you can manage user accounts, set up Single Sign-On and manage the list of Vendors for your organization. This section allows you to control who has access to the system, how they log in, and maintain oversight of the vendor list associated with your organization.

Capturing Spend

The Capturing Spend section allows you to customize and configure Custom Fields, Expense Types for Invoices, and the Invoice Policy Group Configuration.

The Capturing Spend page is opened on the Invoice Settings page. There are three tiles below the Capturing Spend title. The tiles are Custom Fields, Expense Types for Invoices, Invoice Policy Group Configuration.

Connections

In the Connections section, you can configure integrations with your accounting system and set up file exports for invoice data. It allows for seamless communication between AP Concur Invoice and your organization's financial systems.

The Connections section is opened on the Invoice Settings page. There are two tiles that fall under the connections section. They are Accounting and Invoice File Export

Monitoring Spend

The Monitoring Spend section is where you can generate and configure reports to monitor and track expenses within your organization. You can set up custom reports to gain insights into spending patterns and trends.

Policy

Under the Policy section, you can configure and manage approvals, compliance rules, and policy groups, This is where you can define the rules and guidelines for Invoice submissions and approvals.

Basic View Settings Page

Once you navigate to the Invoice Settings page, you can view the basic tiles by selecting the View Basic Settings link. Selecting this link hides the advanced tiles. This page displays fewer tiles than the Advanced View settings page.

The basic settings tiles are displayed. There are three sections shown on the screen. At the top of the screen, is Access to Concur and there are two tiles: User Accounts and Vendors. In the middle of the screen is the Capturing Spend section that has two tiles: Custom fields and Expense Types for Invoices. On the bottom of the screen is the section called Connections and there is one tile called Accounting.

Advanced View Settings Page

Once you navigate to the Invoice Settings page, you can view the advanced tiles by selecting the View Advanced Settings link. Selecting this link hides the basic tiles.

The Advanced Settings link is highlighted and located in the upper right corner of the Settings screen.

Note

The settings tiles that appear in the advanced view vary depending on your company's configuration.

The Advance Settings tiles are displayed in four sections from top to bottom on the screen. Starting from the top the sections are listed in this order: Access to Concur, Capturing Spend, Connections, Monitoring Spend, Policy

Resources

SAP Help Portal	Link
Product Settings Setup Guide for Concur Standard Edition	Product Settings

Summary

The Invoice Settings page is the main hub for configuring SAP Concur Invoice for your organization.
Key sections include user accounts, vendors, custom fields, expense types, connections, and policy management.
Access to features depends on your company’s configuration and permissions granted to administrators.
Use Basic or Advanced Settings views to manage system settings based on your needs.

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