Maintaining Invoice Processor Preferences

Objective

After completing this lesson, you will be able to manage queue preferences.

Invoice Processor Queue Preferences Overview

With the Invoice Processor role, you can arrange the Invoice Processor Queue column view to include and exclude fields and arrange the sequence in the order you want. You can access the preferences by selecting Home > Invoice > Processor > Process Invoices > Preferences.

SAP Concur Preferences window showing default invoice settings, display timeframe, navigation options, and visible invoice table columns with checkboxes.

The default display will show invoices created within the past 3 months. Changing this default to 1 year will give the system a wider date range of invoices to display.

SAP Concur Search Results screen with the Preferences window open; the Display invoices created within dropdown is expanded, showing options from 3 months to 1 year.

Configure Invoice Processor Query Preferences

To add, delete, and re-arrange columns:

Steps

  1. On the Invoice Processor page, select Preferences.

    SAP Concur Search Results page with the Preferences button highlighted and an arrow pointing to the open Preferences settings window.

  2. Select or clear the check boxes next to those fields you want to add or remove, and then select Save.​

    SAP Concur Search Results screen with the Preferences window open; the Workflow Name column checkbox and Save button are highlighted.

  3. To rearrange the columns, a simple drag-and-drop action lets you grab the column heading and then move it to a new location in the list view.​

Learning

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