Concur Invoice Students Petty Cash Custodians Refunds Choose yes for 1042S if the payment is for a NonUS citizen Choose yes for the Consultant Ind ContractorHonorarium if this is a prize or award ID: 1029728
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1. Create New Vendor(Payee)Concur InvoiceStudents, Petty Cash Custodians, Refunds
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3. Choose yes for 1042S if the payment is for a Non-US citizenChoose yes for the Consultant/Ind Contractor/Honorarium if this is a prize or award for a student. Attach a W9 form for US Citizen Students.When completely filled out click OK.
4. Invoice Name should be your report name.Brief description for your payee to know what the check is forFor the invoice number use the payees last name and the dateIf you are going to charge a grant account choose yesType in your full business purpose hereWhen the header is complete click save
5. This form is where you upload images and also where you allocate accounts. This screen shot is focusing on Uploading images.
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11. We now will focus on adding the account allocation. ClickThe New button above. The list of natural accounts willdisplay. Scroll down to the correct natural account and click on it.
12. When finished selecting the natural account and entering the description and amount click save below
13. You can change the distribution from percentage to amount here. You can add another account distribution by clicking add item
14. When you select a line you can then delete the line or edit the line.
15. In the edit mode you can change the expense type, alter the description or adjust the amount. Be sure to click save at the bottom when you have finished editing.In the edit mode you can change between percentage and amount as well as add additional accounts to be charged. Favorites will populate as you enter invoices so that you can pick often used accounts from the favorite drop down list. Be sure to click save at the bottom when you have finished editing.
16. Once all edits are completed and all documentation is attached you click Submit Invoice.
17. When you click submit the approval flow box will show with the Authorized Approver in red. Click in the box and type an *. Wait for the system to give you a list of approvers. Select the approver on the bottom of the list.
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20. You can search for your invoices by clicking the drop down arrow beside view
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