Reviewing and Processing Invoices

Objective

After completing this lesson, you will be able to review and process invoices.

Review Invoices

Follow these steps to review an Invoice that is ready to be processed.

Steps

  1. Select Query on the Processes Invoice page.

  2. Select Invoices Ready For Processing.

    The Invoice Processor page is shown with a query named on the header: Processor Query. On the left side, the Query button is selected, and a dropdown appears from which Invoices Ready for Processing is highlighted.

  3. A list of all invoices ready to be approved appears. Choose the invoice name to open and review it.

    The image shows the Invoice Processor page with a list of invoices ready for processing. Highlighted is an invoice name that appears in a row, Invoice 123.

    When the invoice is opened, it displays all relevant information, including the assigned vendor, itemizations, invoice name, invoice number, date, amount, and other invoice details. The processor can also view any images attached to the invoice, the expenses, comments, and the associated audit trail.

    An invoice is displayed on the image. It is a sample invoice that contains different sample values as shown on the vendor information, invoice header, and itemizations.

    After reviewing the invoice, if the processor identifies an issue or discrepancy, they can select send back to return it to the invoice owner so they can make the necessary corrections for approval. Alternatively, the processor can select send back to approver to send the invoice back to the approver, rather than the invoice owner, for further review, or they can choose Approve to process the invoice.

Process Invoice

Steps

  1. Select Query on the Process Invoices page.

  2. Select Invoices Ready For Processing.

    The Invoice Processor page is shown with a query named on the header: Processor Query. On the left side, the Query button is selected, and a dropdown appears from which Invoices Ready for Processing is highlighted.

  3. A list of all invoices ready to be approved appears. Choose the invoice name to open and review it.

    The image shows the Invoice Processor page with a list of invoices ready for processing. Highlighted is an invoice name that appears in a row, Invoice 123.

  4. Select Approve to process the invoice.

    The image displays an invoice details page in SAP Concur for Invoice 123. The screen shows vendor information, invoice details, and an itemization summary. Action buttons such as Add Item, Delete Item, Edit, and Distribute appear above the itemized expense list, along with options to send the invoice back, send to approver, or approve it.

Resources

SAP Help PortalLink
Concur Invoice Standard Edition Tools GuidesAdministration

Summary

  • Use the Invoices Ready for Processing query to locate and open invoices for review.
  • Review key invoice details, including vendor, itemizations, amount, attached images, comments, and the audit trail.
  • Address issues by selecting Send Back to Invoice Owner or Send Back to Approver for further corrections or review.
  • Approve processed invoices by selecting Approve to finalize them in the workflow.

Learning

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