1. CREATING A PAYMENT REQUEST FOR A NEW VENDOR
HOW TO PAY AN INVOICE FOR A NEW VENDOR
Creating a Payment Request for a New Vendor

2. CREATING A PAYMENT REQUEST
Click on the Invoice tab at the top of your 'My Concur' homepage
This brings you to the invoice module where you can view any requests, create a new payment request, and approve requests if you are an approver
Creating a Payment Request for a New Vendor

3. Creating a Payment Request for a New Vendor
SEARCHING FOR A VENDOR
To search for a vendor, enter in the last field (see above) part or all of the vendor’s name, then click on the search icon
If the vendor doesn’t come up, try just entering the first few letters of the name to bring up a larger list as the vendor name in TAMS could be a little different than what the end-user might think the name is
You can also search by different criteria by clicking the drop-down arrow on the Search field
Defaults to Vendor Name
Creating a Payment Request for a New Vendor

4. SEARCHING FOR A VENDOR
This is where you will request a new vendor if needed
If the vendor field comes up as ‘No Vendor Found,’ then enter the first few letters of the vendor name; if it still comes up without a vendor, you will then need to request a new vendor
There are three reasons to ‘request a new vendor’
You have already paid a certain vendor but they are not in the list; this is because not all vendors were uploaded, therefore you will need to ‘request a new vendor’
It is a vendor you have not paid before, therefore the vendor is not in the system
The vendor has an incorrect address in the system; be sure to enter comments to that effect when you are requesting a new vendor so AP can delete the old address
Creating a Payment Request for a New Vendor

5. REQUESTING A NEW VENDOR
The ‘Request New Vendor’ dialogue box appears once you click on the icon to request a new vendor
Fill in the red lined fields (required): vendor name, payment method, and answer ‘Yes’ or ‘No’ to the field named ‘Consultant/Independent Contractor/or Honorarium?’
Click OK
Creating a Payment Request for a New Vendor

6. REQUESTING A NEW VENDOR
Once you click OK, a vendor address ID will automatically appear
Click the Apply button in order to open the Actions box to upload your W-9 and/or Independent Contractor form
Remember you must scan the W-9 into PDF format to upload
If you know a vendor’s W-9 is already on file with AP, simply create a PDF stating that the vendor and W-9 are on file
You must attach a pdf with this statement because the system will not allow the payment request to move forward without an upload in this dialogue box
Creating a Payment Request for a New Vendor

7. UPLOADING W-9 AND OR INDEPENDENT CONTRACTOR FORMS FOR NEW VENDOR
Once you click Apply, click on the Actions box
You will have the option to upload the image(s) or print a fax cover sheet and upload/fax the W-9 and/or independent contractor form(s)
It is in this dialogue box only that you can upload your W-9 and/or Independent Contractor forms. You cannot upload them in the Actions box in the Enter Invoice Details pane
Creating a Payment Request for a New Vendor

8. Creating a Payment Request for a New Vendor
When you click ‘Upload Image,’ the dialogue box pictured above appears
Click on browse and select the pdf, jpg, or tiff document you want to upload
Click on the document and click Open
The document appears in the ‘Files Selected for Uploading’ box
Click Attach
Creating a Payment Request for a New Vendor

9. UPLOADING W-9 AND OR INDEPENDENT CONTRACTOR FORMS FOR NEW VENDOR
Locate the W-9 and/or Independent Contractor Forms and click on it
Click Open
Note: All documents uploaded into Concur must be in one of the following formats:
PDF
JPG
TIFF
Creating a Payment Request for a New Vendor

10. UPLOADING W-9 AND OR INDEPENDENT CONTRACTOR FORMS FOR NEW VENDOR
After choosing the attachment to be uploaded, it appears in the Filename box
If you accidently chose the wrong attachment, you can remove it by clicking Cancel and repeating the above steps
Click Attach
Creating a Payment Request for a New Vendor

11. UPLOADING W-9 AND OR INDEPENDENT CONTRACTOR FORMS FOR NEW VENDOR
Once the image is uploaded, the status shows as ‘Received’
Click Done
Creating a Payment Request for a New Vendor

12. REQUESTING A NEW VENDOR
The Request a New Vendor box appears again
Click OK
Creating a Payment Request for a New Vendor

13. REQUESTING A NEW VENDOR
The Vendor Name now appears in the Vendor Information field
The name of the vendor moves into the Vendor Information field and is designated as ‘Unapproved’
Even though it shows as ‘Unapproved’ you still must enter all the information required to finish the Payment Request
It will go directly to AP for approval and then it will move through the regular approval process
Creating a Payment Request for a New Vendor

14. ENTERING INVOICE DETAILS
Click Save
Enter information in all required fields and any information you want to enter in the optional fields
In the Invoice Details pane enter all the required information (fields edged in red) and click Save
You must click Save in order to move on to the next step which is to assign an expense type (natural account)
Creating a Payment Request for a New Vendor

15. ASSIGNING AN EXPENSE TYPE
List of Expense types
Description Field
Amount Field
Once you click Save, the list of expense types (or natural accounts) will appear in the New Item pane
Choose the appropriate expense type
Enter a brief description in the Line Description field
Enter the amount in the Amount field
Click Save
If the Save button is grayed out, you need to click Save in the Invoice Details pane located above this pane
The expense type will then move into the distribution pane in the middle of the page
Creating a Payment Request for a New Vendor

16. DISTRIBUTING EXPENSES ON A PAYMENT REQUEST
The Expense Type has now moved into the Distribution pane
Click in the box next to the Expense Type and the Distribution button will be highlighted which indicates it is enabled
Click on the Distribute button and then choose Distribute Selected Items (This is exactly the same process as ‘Allocating’ in the Expense Module)
This process takes you to the dialogue box where you can assign the expense to an account
Creating a Payment Request for a New Vendor

17. DISTRIBUTING EXPENSES ON A PAYMENT REQUEST
Click here to allocate 100% to the default account from account in invoice details
Click here if you want to charge another account or another Org and its account
The Allocations dialogue box appears
You can charge the account defaulted from the Invoice Details pane by clicking in the box next to the pre-populated allocated amount
Click Save
By clicking the Add New Allocation button, you can add new allocations to charge other accounts in your Org
You can also charge to other orgs and accounts that are in your division
If you choose another Org # and account, be sure to change the Org # in both the Org/Account field and the Org/Dept Use field or you will get an error message
Creating a Payment Request for a New Vendor

18. DISTRIBUTING EXPENSES ON A PAYMENT REQUEST
The pie-chart icon indicates that the expense has been allocated 100%
If the box appears white and blue, the expense is not 100% allocated.
Go back and finish distributing the expense to 100%
The last step is to upload your invoice image and submit the report
Creating a Payment Request for a New Vendor

19. UPLOADING YOUR INVOICE
Click on the Actions button above the Invoice Details pane
Choose Upload Image
You can also print a fax cover sheet by clicking Print and then clicking Print Fax Cover Sheet
Creating a Payment Request for a New Vendor

20. UPLOADING YOUR INVOICE
This dialogue box appears after clicking Upload Image
Click the Browse button
This will take you to your computer to search for the attachment you want to upload
It is very similar to attaching a document to an
Creating a Payment Request for a New Vendor

21. UPLOADING YOUR INVOICE
Locate the invoice and click on it
Click Open
Note: All documents uploaded into Concur must be in one of the following formats:
PDF
JPG
TIFF
Creating a Payment Request for a New Vendor

22. UPLOADING YOUR INVOICE
After clicking Open in the previous step, the document appears in the dialogue box under the Filename
Verify this is the correct image you want to upload
If this is the wrong image, click Cancel and repeat the steps
Click the Attach button
Creating a Payment Request for a New Vendor

23. UPLOADING YOUR INVOICE
The Status will show as ‘Received’ after the image has been uploaded
Click Done
Creating a Payment Request for a New Vendor

24. PRINTING A PAYMENT REQUEST IN INVOICE FORMAT
After uploading your image, you can either choose to Submit Request or you can choose print a payment request in invoice format
To print a payment request in invoice format, click Actions
Choose Print and select Payment Request in Invoice Format
Creating a Payment Request for a New Vendor

25. PRINTING A PAYMENT REQUEST IN INVOICE FORMAT
Click Show to see the account distribution
The account distribution now appears. If you do not care to see the distribution, click Hide
The dialogue box appears with the invoice information
The first screen shot shows it without the account distribution
To see the distribution(s), click Show
The second screen shows the distribution(s) after clicking Show
If you don’t care to see the distributions, click Hide
Close the dialogue box
Creating a Payment Request for a New Vendor

26. SUBMITTING PAYMENT REQUEST
The Payment Request is now ready to be submitted for approval
Click the Submit Request button
To check the status of the report, go into the Invoice module and click on View My Requests
Click on the View button in the Payment Request List pane and choose Reports Submitted this Month
Creating a Payment Request for a New Vendor