Pivot Payables & Concur Invoice

Vendor Process

QuickBooks Process

PivotNexus automatically moves your Vendors from QuickBooks to the Vendor Manager in Concur Invoice. These recordings illustrate the process from QuickBooks to Concur Invoice and then back again.

NOTE
The process to move vendors into Concur is 100% automated. We have segregated the steps into separate recordings to allow you to see specific parts of the workflow.

Step 1 Create Vendors in QuickBooks

QuickBooks is your ‘system of record’ for your master Vendor list. Create new vendors or update existing vendors in QuickBooks just as you do today.

Step 2 Export Vendors to Concur Invoice

This step is automated. For QuickBooks Online, the Vendors export every 10 minutes. For QuickBooks Desktop, the Vendors export each time the Intuit QuickBooks Web Connector is run.

Step 3 Create Invoice in Concur

This illustrates creating a new invoice through to the final approval. At that point, the Invoice posts to QuickBooks as a Bill.

Step 4 Log into Pivot

The Pivot dashboard is a tool for all customers to use to view and manage their transactions from Concur.

Step 5 Posting the Invoice to QuickBooks

This illustrates the process of posting the Invoice to QuickBooks as a Bill. Note, this step can be set to Automatic or Manual. Here we show the Manual option to better show the process.