Concur: How to Approve or Reject an Invoice on a PC

Concur: How to Approve or Reject an Invoice on a PC

Branch Managers will receive email notifications to review and approve employee invoices in Concur. These email notifications will remind you to approve an invoice within 24 hours or display the status of an invoice (Received and Paid). 

As an invoice approver, Branch Managers can:
  1. Approve an invoice "as is". 
  2. Attach additional receipt images or documentation to the invoice. 
  3. Send an invoice back to the employee for correction. 

To Approve an Invoice on a PC

1. Navigate and click on Approvals in the top-menu bar. 
2. Select the Invoices tab. 



3. Select the invoice you want to approve. Click Approve. 


However, you can perform two other actions: 
  1. Attach additional receipt images or documentation to the invoice. 
  2. Send an invoice back to the employee for correction. 

To attach additional documentation to an invoice

1. On the Approvals > Invoice page, select your invoice. 
2. Click on Actions and select Upload Image. 
3. Select your file and click Upload. 
      Note: You can select up to 10 images/documents per session to upload. Available file formats are: PNG, JPG, JPEG, PDF, HTML, TIF or TIFF. 
4. Click Close. 


To Send an Invoice Back to the Employee for Correction

1. On the Approvals > Invoice page, select your invoice. 
2. Click on the Send Back button. 
3. Enter a comment for the employee, explaining why you are returning the invoice. 
4. Click OK. 


Tips:
  1. If your branch has multiple steps in the approval process, select Approve & Forward to send it to the next approver.

Should you have any Concur Expense questions, please reach out to Accounts Payable at AccountsPayable@afncorp.com.