Exploring Budget Integrated with Concur Invoice

Objective

After completing this lesson, you will be able to identify key considerations for integrating Budget with Concur Invoice.

Activate Budget with Concur Invoice

To activate Budget with Concur Invoice, select the Enable Budget Capture for Invoice option. Now that it's activated, let's review how the Budget Dashboard updates when an invoice is submitted for approval and when the process approves it.

Review the Budget Dashboard Updates

In this scenario, the Budget Dashboard updates when the user submits the invoice for approval. The invoice amount remains in the Pending Transactions tab until the invoice is processed by the processor. Once approved, the invoice amount appears in the Spent Transactions tab.

Follow the steps below to navigate the process—from submitting to processing an invoice. We'll guide you through each phase with clear instructions and screenshots to support your understanding.

Steps

  1. The user submits an invoice for approval.

    The amount of the invoice will show in the Pending Transactions > Invoice tab.

    The image shows a screenshot of the Budget Dashboard with the Pending Transactions and Invoice tabs highlighted in yellow. A table lists invoices, with request name, invoice number, employee name, invoice date, line description, invoice date, expense type, vendor name, budget amount, and percentage of budget. The request name 1012 is highlighted in yellow for office supplies, with a budget amount of $900. Navigation tabs and an Export Data button are also visible.

  2. The manager approves the invoice.

    No changes occur in the Budget Dashboard, and the amount of the invoice submitted for approval will continue to show under the Pending Transactions > Invoice tab.

  3. The processor processes the invoice.

    The Budget Dashboard changes, and the invoice amount moves to the Spent Transactions > Invoice tab.

    The image shows a screenshot of the Budget Dashboard with the Spent Transactions and Invoice tabs highlighted in yellow. A table lists invoices, with request name, invoice number, employee name, invoice date, line description, invoice date, expense type, vendor name, budget amount, and percentage of budget. The request name 1012 is highlighted in yellow for office supplies, with a budget amount of $900. Navigation tabs and an Export Data button are also visible.

Summary

  • Enable Budget Capture for Invoice to start tracking invoices in budgets.
  • Submitted invoices appear in the Pending Transactions tab until processed.
  • After processing, invoice amounts move to the Spent Transactions tab.
  • Manager approval does not move the invoice to Spent; processing is required for budget consumption.

Learning

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