Configuring Invoice Groups

Objective

After completing this lesson, you will be able to create and manage Expense Groups in Concur Invoice Professional Edition

Invoice Groups Overview​

Invoice groups determine the configuration applicable for employee’s purchase request and invoice related tools such as Policies, Audit Rules, and Email Reminders. You must edit the policies before creating a group.

Create an Invoice Group​

Review the steps below to learn how to create an invoice group.

Steps

  1. You must update the Invoice Groups list in List Management before creating a new group. On the List Management page, select *Invoice Groups - Do Not Change (Contact Client Support) and then select the Modify button.

    List management page showing a table of list names with columns for levels and vendor list, with Invoice Groups and Modify button highlighted.

  2. Select the *Invoice Groups - Do Not Change (Contact Client Support) folder, and then select the New button.

    Edit List screen showing fields for list name, default search, and display format, with the Invoice Groups parent item highlighted and a New button above the list tree.

  3. Enter the Item Name and Item Code and then select Save.

    Edit list screen showing item fields for name and code alongside a list of existing country entries.

  4. The newly added list item (in this example, Mexico) appears under the folder.

    Edit List screen showing Invoice Groups with child items CA Canada, MX Mexico highlighted, and US United States.

  5. Now it’s time to create the new group. From the Invoice Processing Admin page, navigate to Group Configurations. Select the Invoice tab and then select New.

    Group Configurations screen showing tabs for Invoice, Vendor Access, and Employee, with buttons Modify, New, and Remove above a list of groups.

  6. Select the created group from List Management and select the Done button.

    Select Group dialog showing a tree under Global with Canada, Mexico highlighted, and United States, with Done and Cancel buttons.

  7. Enter the Group Name, select the appropriate default Attendee List Form, and then select the Save button.

    Configuration window for the Global-Mexico group showing Group Name Mexico, attendee form options, invoice owner permissions, vendor banking visibility settings, and Save and Cancel buttons.

Result

The new Invoice Group appears on the Group Configuration page.

Manage Policies​

Next, you need to assign the appropriate Policy to your newly created Invoice Group. Review the following steps to learn how to manage Invoice Policies for Invoice Groups.

Steps

  1. On the Group Configuration page, select the appropriate Group, and then select Modify in the Policies column.

    Group Configurations screen showing a list of groups with Global, CAN, Mexico, and USA, and a Modify link highlighted for Mexico.

  2. Select Is Active for Group, and then select Is Default Policy. Deselect the Is Active For Group for the Global Invoice Policy. Select the Save button.

    Note

    You must activate and set a default policy before you can deselect the Global Invoice Policy. Also, you can activate multiple policies, but only one can be set as the default.
    Policy configuration window for the Mexico group showing a list of invoice policies with checkboxes for active, default, and inheritable settings, and Save and Cancel buttons.

Result

The policy changes are saved to the Invoice Group.

Summary

  • Set up and activate required policies and payment types before creating an Invoice Group.
  • Create the Invoice Group from Group Configuration, and complete key settings.
  • Assign policies to the group: activate required policies, set one default, then deactivate the Global Invoice Policy.

Reference

TopicLink
Modify an Existing ListSAP Help Portal
Group ConfigurationSAP Help Portal

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