Introducing Group Configuration

In Concur Invoice, a group is a collection of users who share the same policies and configuration settings. Groups are essential for organizing users and applying configurations based on business rules and administrative needs.

To access Group Configuration, select the Group Configuration link from the Invoice Processing Admin menu.

Groups are divided into two types: Employee and Invoice. Both use a source list maintained in List Management, and their hierarchies are managed through Feature Hierarchies.

Employee Groups

Employee groups are used to group users for the purpose of user administration, company information, and delegation settings. The system uses the Employee form associated with the Employee group to capture relevant information. These groups primarily affect user-related configurations and permissions.

Invoice Groups

Invoice groups, on the other hand, are used to manage expense-related configurations. These configurations include policies, audit rules, vendors, purchase order configurations, and email reminders. Invoice groups determine which expense related settings apply to specific users.

Vendor Access

The Vendor Access tab is used to create vendor groups that you will later assign vendors to via import. These groups are then mapped to users in User Administration, allowing you to control and filter which vendors each user is permitted to select.

• Groups collect users who share the same policies and configuration settings in Concur Invoice.​
• Concur Invoice uses two group types: Employee groups and Invoice groups.​
• Employee groups control user administration, delegation, and the associated Employee form.​
• Invoice groups control expense settings such as policies, audits, and reminders.
• The Vendor Access tab of Group Configurations within Invoice Admin is used to create those vendor groups to which you will assign vendors via import.