Exploring the Invoice Manager page

The Concur Invoice Manager page is a central hub within the Concur platform designed for efficient and precise management of vendor invoices and payment processes. It empowers users to handle invoicing responsibilities, integrating seamlessly into the Concur ecosystem to streamline workflows, reduce administrative burdens, and ensure compliance with organizational guidelines.

Whether you're processing new invoices, tracking existing ones, or addressing discrepancies, the Invoice Manager page offers a user-friendly interface that prioritizes clarity and actionability.

To access this feature, from the main dashboard, select the Invoice icon in the navigation menu and select Invoice Manager. This directs you to the My Invoices section, focusing on items needing immediate attention. By default, this view displays unsubmitted invoices, allowing you to quickly identify and prioritize drafts for completion and submission. This design ensures users can dive into productive tasks without unnecessary navigation, fostering control over their invoicing workload.

The Invoice Manager page consolidates all invoicing activities into one intuitive space, where you can effortlessly monitor each invoice's status and advance them through the necessary steps. From the My Invoices view, you can finalize and submit pending drafts, toggle between filters to oversee approvals or manage returns, and leverage built-in search tools, customizable filters, and a personalized grid layout for an organized workflow. This overview highlights the page's role in simplifying daily operations and providing real-time insights into your financial tasks.

Within the My Invoice Manager page, users have a versatile array of tools and functionalities to manage invoices effectively from start to finish. One primary capability is searching for specific invoices using criteria like vendor name, invoice number, total amount, or invoice name. This search functionality allows you to quickly locate relevant items amid potentially large volumes of data, saving time and enhancing productivity.

The page also offers flexible viewing options to tailor your experience. Selecting the Unsubmitted Invoices label reveals a dropdown menu with choices including unsubmitted invoices, unsubmitted purchase order invoices, all my invoices, my deleted invoices, and recurring invoices. This customization empowers you to switch perspectives seamlessly, whether focusing on incomplete drafts, reviewing your entire invoice history, or handling specialized categories like recurring payments.

As you browse the list of invoices in any selected view, key details are presented in a clear, tabular format for easy reference. You'll notice indicators for any alerts on the invoices, such as potential issues or notifications, alongside an icon denoting if an image or attachment is linked to the entry.

Essential information includes the invoice name, vendor name, invoice number, invoice date, total amount, the last comment added to the invoice, and the original date when the invoice was assigned to your user profile. This comprehensive display ensures you have all the context needed to make informed decisions.

Interacting with individual invoices is straightforward and action-oriented. Clicking on the invoice name opens the full invoice details, where you can edit and refine it if it remains unsubmitted, such as updating fields, adding attachments, or making adjustments before finalizing. However, once an invoice has been submitted, it typically cannot be edited unless it is recalled, and this option depends on your company's specific Concur settings.

Through these capabilities, the My Invoice Manager page facilitates day-to-day tasks like drafting, submitting, and tracking. Also, it supports broader workflow management, including monitoring statuses and addressing returns, all within a personalized and efficient environment.

• Use Currency Admin tool to manage available vendor payment currencies in system.
• Add currencies by selecting Currency Admin, then Add Currency from Invoice Administration.
• Assign available currencies to individual vendor profiles for payment purposes.
• Remove currencies from vendor payment options using Remove Currency selection.