Configuring Company Locations

To ensure accurate tax validation based on the region where goods or services are provided, administrators should set up a 'ship-to' address in the Invoice Company Location module. For companies using purchase requests and orders, administrators should also add both 'ship-to' and 'bill-to' addresses in Concur Invoice Company Locations to direct suppliers on where to ship items and where to send invoices.

Administrators can add, modify, or soft delete 'ship-to' and 'bill-to' addresses—removing them from selection for new requests while keeping them available for existing ones. Multiple addresses can be managed efficiently using the 'Import' or 'Export All' functionalities for bulk updates.

Once 'ship-to' addresses are added, users can select available shipping addresses in their profile settings under 'Invoice Preferences'. Additionally, when company address details are entered in the 'PO Configuration' sub-step of the Invoice page in Product Settings, this information will automatically populate the 'bill-to' and/or 'ship-to' addresses in the 'Company Locations' sub-step.

By effectively managing company locations, administrators can improve tax validation, streamline supplier communications, and enhance the user experience.

To access the Ship-To or Bill-To configuration:

1. Scroll down to Capturing Spend on the Invoice Settings page.
2. Select Edit on the Company Locations tile.

Company Locations Tile

1. Select the Ship-To tab.
2. Select New to open the Add New Ship-To Location window.
3. Complete the appropriate fields.
4. Select Save.

The new address appears as a row on the Manage Company Locations page.

Add a Ship-To Address

1. Select the Bill-To tab.
2. Select New to open the Add New Bill-To Location window.
3. Complete the appropriate fields.
4. Select Save.

The new address appears as a row on the Manage Company Locations page.

1. Select the Ship-To tab.
2. Select the address you would like to edit.
3. Select Modify.
4. Update the appropriate fields.
5. Select Save.

1. Select the Bill-To tab.
2. Select the address you would like to edit.
3. Select Modify.
4. Update the appropriate fields.
5. Select Save.

1. Select the Ship-To or Bill-To tab.
2. Select the address you would like to delete.
3. Select Remove.
4. Select Yes to confirm.

Deleting a ship-to or bill-to address only "soft deletes" the record. This means that the address is still available to those requests that are currently using it.

If you need to create multiple Ship-to or Bill-to addresses, you may do so in an Excel spreadsheet and then import this information into Concur Invoice.

1. Select the Ship-To or Bill-To tab.
2. Select Import.
3. Select Download the Import Template and save it to your files.
4. Select Browse then locate and select the updated template. Make sure you have added and saved your addresses on the templates.
5. Select Import.
6. Select Close.

1. Select the desired import.
2. Select Actions then View Import Details.

The Import Details window shows information about the imported record. In the Type List, select whether you want to see import details containing information, warnings, errors, or all import details.

1. Select the Ship-To or Bill-To tab.
2. Select Export All to get a file with all the company addresses.

• Set up 'ship-to' and 'bill-to' addresses to ensure accurate tax validation and streamline supplier communications.
• Add, modify, or soft delete addresses to manage company locations effectively for new and existing requests.
• Use bulk actions, like Import and Export, to efficiently manage multiple addresses for streamlined updates.
• Enable users to select 'ship-to' addresses in their profile settings for enhanced purchase request accuracy.
• Auto-populate address details in 'PO Configuration' to simplify purchase order and invoice processes.