1. CREATING A PAYMENT REQUEST FOR VENDOR IN SYSTEM
HOW TO PAY AN INVOICE
Creating a Payment Request for Vendor in System

2. CREATING A PAYMENT REQUEST
Click on the Invoice tab at the top of your My Concur homepage
This will bring 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 Vendor in System

3. CREATING A PAYMENT REQUEST
List of Most Recently Used Vendors, NOT all vendors in system
This is the Invoice home page where you can create payment requests
The Vendor List that you see on the Invoice home page is a list of your most recently used vendors; it is not a list of all vendors in Concur
Creating a Payment Request for Vendor in System

4. CREATING A VENDOR REQUEST FOR A VENDOR ON FILE
Click on the vendor name in your list that you want to create a payment request for
If the vendor is not in your Most Recently Used Vendor List, then do a search in the search box to bring up the vendor for the payment request
Creating a Payment Request for Vendor in System

5. CREATING A PAYMENT REQUEST FOR A VENDOR ON FILE
After clicking on the vendor you want to pay, the vendor details will show up in the Vendor Information box
Enter all required fields (edged in red) under the Invoice Details pane
NOTE: If you want the check returned to the department, enter your department name and your extension in the Remittance Description field
Click the Save button
Creating a Payment Request for Vendor in System

6. ASSIGNING AN EXPENSE TYPE TO AN INVOICE
Choose Natural Account
Enter brief description of invoice
Enter Amount of Invoice
After clicking Save in the Invoice Details pane, the system will automatically take you to the New Item pane at the bottom to choose a natural account
Choose the appropriate natural account, enter a brief description, and enter the amount
Click Save
Creating a Payment Request for Vendor in System

7. DISTRIBUTING AN EXPENSE TYPE ON AN INVOICE
The natural account (expense type) , line description, and amount have now moved into the Distribution pane
The expense is now ready to be distributed(charged to an account(s)
Creating a Payment Request for Vendor in System

8. DISTRIBUTING AN EXPENSE TYPE ON AN INVOICE
You are now ready to charge the invoice amount to an account(s) via the distribution box
Click in the box next to the expense type
Click the Distribute button
Choose Distribute Selected Items
The distribution box appears to allow you to charge your account
Creating a Payment Request for Vendor in System

9. 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 Vendor in System

10. DISTRIBUTING EXPENSES ON A PAYMENT REQUEST
The pie-graph 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 to submit your report
Creating a Payment Request for Vendor in System

11. 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 Vendor in System

12. 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 Vendor in System

13. 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 Vendor in System

14. 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 Vendor in System

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

16. 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 Vendor in System

17. PRINTING A PAYMENT REQUEST IN INVOICE FORMAT
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 Vendor in System

18. SUBMITTING PAYMENT REQUEST
Once you have completed all the above steps, your payment request is ready to submit for approval
Click Submit Request
Creating a Payment Request for Vendor in System

19. VIEWING STATUS OF SUBMITTED REPORT
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 Vendor in System