Concur Invoice Configuration Components are the foundational settings that determine how invoices are captured, processed, and managed in Concur Invoice Professional Edition. When configured effectively, they ensure the system reflects your organization’s policies, controls, and operational needs.
Invoice Processing Admin
Invoice Processing Admin is the central workplace for configuring Concur Invoice. From here, you can access all administrative tools to adjust settings and tailor the Global Template to your organization’s needs. This is where you build and refine the configuration that shapes the overall invoice management experience.
To access Invoice Processing Admin from the Concur homepage, on the left menu panel, select Administration > Invoice, as displayed in the screenshot below.
The Invoice Processing Admin page will load, as seen in the following screenshot.
Primary Configuration Components
To build an effective configuration, it’s important to understand the two types of components:
- Primary configurations – the foundational elements that must be set up first.
- Secondary configurations – supporting elements that build on the foundation and refine system behavior.
In this lesson, we’ll focus on the primary configuration components. These components define the core structure of your Concur Invoice system. They set the foundation for how invoices are captured, processed, and managed so the system supports your organization’s goals and requirements.
Recommended Configuration Order
Configuring the primary configuration components in the correct order streamlines setup, reduces rework, and helps ensure accuracy and compliance. The recommended configuration order is as follows:
- List Management
- Forms and Fields
- Vendor
- Expense Types
- Accounting Administration(Ledgers)
- Workflow
- Feature Hierarchy (Complex Workflows)
- Company Locations - *Purchase Request
- Policies
- Group Configuration
- Purchase Order Configuration - *Purchase Request/Purchase Order
Following the recommended sequence for configuration matters because it:
- Establishes a stable configuration foundation
- Supports accurate invoice entry and policy enforcement
- Reduces errors and configuration conflicts
- Simplifies compliance management
- Helps users adopt the system more easily
By setting up each component in the right order, you ensure that Concur Invoice functions smoothly and can be tailored to your organization's specific requirements.