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. 

• Related Articles

• Concur: How to Submit an Invoice on a PC

  All invoices must be emailed to Invoice@afncorp.com. The invoice will automatically be uploaded into your Concur account, where a Manager will review and approve the invoice in Concur.  Check requests must be emailed to CheckRequest@afncorp.com.  How ...

• Concur: How to Approve an Expense Report on a PC

  Approving Managers can review submitted expense reports and approve them for reimbursement.  To Approve an Expense Report on a PC 1. Navigate to the Quick Task Bar and click on Required Approvals.  2. Under the Expense Reports tab, select the report ...

• Concur: How to Approve Invoices on the Mobile App

  With Concur Invoice, users can automate invoice processing with speed and efficiency and a new way to monitor and manage spending to maximize your profitability all through the mobile app.  How to Approve Invoices on the Mobile App 1. Click on the ...

• Concur: How to Create an Expense Report on a PC

  How to Create an Expense Report on a PC 1. Navigate to the Quick Task Bar. Click on the + sign and select Start a Report.  2.  Enter the new report fields. Then click on Create Report. Tips: The Report Name must use the payroll date that you will be ...

• Concur: How to Recall a Submitted Expense Report on a PC

  How to Recall a Submitted Expense Report on a PC 1. Navigate and click on Expense in the top Menu bar.  2. Select the expense report you want to recall.  Note: An employee can recall a report before it is approved by your Manager. Once it is ...