Concur Invoice Standard Edition Administration Help

August 2017 Expense Standard Edition Admin Summary

Last Update: 19 August 2017

Fiscal Calendar

Enhanced Fiscal Calendar for Analysis / Intelligence Now Available!

The enhanced fiscal calendar for Analysis/Intelligence is now available. A fiscal calendar allows organisations to define their accounting periods independent of the standard calendar year. Many organisations define their own calendars to model their financial reporting to reflect seasons in their business, to compare results with direct competitors and to avoid the busy year-end season in January.

The new fiscal calendar is available under Reporting Configuration, which is accessed via Administration > Expense Settings or Administration > Expense & Invoice Settings.

For more information, refer to the release notes for Analysis / Intelligence.

Concur Locate

Now Available

Concur is pleased to announce that Concur Locate has successfully concluded an Early Access period and – as of August 21 – is generally available.

Concur Locate is a billable service that is available to assist companies in meeting their duty-of-care requirements by providing employee location-related information. It is available to clients who also have Concur Expense and/or Concur Travel. Though it is available now with a basic feature set, it will be enhanced over time to meet all the needs of clients seeking employee location identification solutions within the Concur user interface.

For more information, refer to the Concur Locate User Guide and the QuickStart guide (English Only).

Expense Pay – Global

Update to the Bambora Mandate Process – United Kingdom

The process has changed for how Bambora mandates are processed for funding accounts that use the Great British Pound (GBP) currency (£). Bambora now submits mandates electronically on a client’s behalf to their financial institution.

When Bambora completes the required setup steps and files the mandate with the client’s bank, the client receives a copy of the mandate from Bambora, which contains a Mandate Reference Identification (ID) number. Clients can retain the reference number for their records, activate the account and start processing payments.

Business Purpose / Client Benefit: This change simplifies onboarding for UK clients and reduces the mandate filing time from weeks to a couple of days.

Additional Card Programmes Now Supported – United States

Expense Pay – Global now supports the following credit card programmes for the United States Dollar (USD $):

  • US Bank MasterCard/Visa USD
  • US Bank Elan Visa USD
  • Bank of America MasterCard/Visa USD

All cards use the same Electronic Data Interchange (EDI) format to different bank accounts.

Business Purpose / Client Benefit: These additional options can expedite the processing of credit card expenses.

Supported Configurations

Microsoft IE v.10 Browser Support Ends 18 August 2017

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products ends 18 August 2017. Concur strongly advises clients using IE v.10 to update to the latest IE browser version before that date, or to install and work with another supported browser.

Business Purpose / Client Benefit: This update reminds users that the version of Internet Explorer they are using is obsolete and they should upgrade in consultation with their organisation.

App Centre

New App Centre Connection Flow – Enterprise Application Self-Service Connections

Concur has added support for self-service connections to Enterprise applications from the App Centre. For applications that have enabled this connection flow, administrators can connect their Concur implementation to enterprise partner integrations directly from the App Centre.

While connecting to an application, the administrator may see up to three types of terms and conditions, depending on the app:

  • Concur App Centre End-User Terms & Conditions. These are the basic terms of use for individual users in the App Centre. You will be asked to accept these terms only once.
  • Shared Information. This states the specific information that will be shared with the partner. This is specific to the partner integration you are connecting to. You will be asked to accept these terms for each application.
  • Customer Authorisation to Link Accounts. These are the basic terms of use for company-wide integrations. Your company will be asked to accept these terms only once.

After accepting the terms and conditions, the administrator is directed to the partner's site to set up their administrator account and complete the connection process.

The first app using this connection flow is Uber for Business.

Business Purpose / Client Benefit: This connection flow simplifies the process when integrating your Concur implementation with Enterprise partners. In addition, the App Centre provides a more unified and secure experience when an administrator connects your company to an Enterprise app.

Value Added Tax (VAT)

(Canada) RITC Changes for Ontario

From 1 July 2017, the RITC tax reclaim rate percentages for the Canadian province of Ontario will change in accordance with the planned phase-out of Recaptured Input Tax Credits.

Business Purpose / Client Benefit: Businesses maintain best-practice tax compliance.

Travel Allowance

Change to Rate Location and Allowance Determination – Finland

Concur has updated the rate location and allowance determination of travel allowance for Finland users.

  • For partial-day trips, less than 24 hours in total, if there is a minimum of 10 hours of consolidated foreign travel, the rate location is determined from the last foreign location visited.
  • For full 24-hour days ending in transit, if the user is leaving a foreign country to Finland, the rate location is determined from that foreign country. Instead, if the user is leaving Finland to a foreign country, the rate location is determined from that foreign country. In this case, the direction of travel does not matter as long as it is a mixed-trip combination of foreign and domestic travel.
  • For each day in a multi-day trip, if there is a minimum of 10 hours of consolidated foreign travel, the rate location is determined from the last foreign location visited.

Business Purpose / Client Benefit: The change allows Concur clients who do business in Finland to maintain best-practice legal compliance.

Concur Solutions Home Page

Quick Tips Section Removed from Concur Solutions Page

With this release, Concur has removed the Quick Tips section of the Concur Solutions home page (concursolutions.com).

Business Purpose / Client Benefit: This update simplifies the home page, making it easier to view and access the information on the page.

Planned Changes

The items in this section are targeted for future releases. Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

**Planned Changes** Upload Images Link Now Goes Directly to Available Receipts

On the Concur home page, the existing link to upload receipts (New > Upload Receipts) will take users to the Available Receipts section of the main Expense page.

Business Purpose / Client Benefit: The change allows users to upload receipts more efficiently.

**Planned Changes** Setup is Getting a New Look and Improved Navigation

The current Setup navigation links that appear on each of the Setup pages will be reorganised into a central Product Settings page containing sections, defined by business purpose, which contain links and brief descriptions for the Setup pages, to help administrators understand the purpose of each feature. On clicking a link, for example Users, you would go to the existing Users page that you use today. A navigation breadcrumb trail provides a path back to the central Product Settings page.

Concur is now targeting to release this update in the September release.

In future releases, Concur will be making additional improvements to some of the Product Settings features. Additional information will be available in future release notes.

Business Purpose / Client Benefit: This enhancement will help improve the Setup feature navigation, and make it easier for new administrators to understand the Product Settings features and complete the Setup tasks.

**Planned Changes** Check for Missing Account Code Later in Workflow

Employees will be able to save, submit and approve an expense claim even if one or more account codes are missing for expenses in the claim.

Currently, whenever an expense is saved, the system validates that an account code has been provided for the related expense type and adds that account code to the expense (a process not visible through the UI). If there is no account code associated with the expense, the expense cannot be saved.

With this update, the claim can be submitted and approved. However, the system will block the expense data from being extracted or posted to your financial system until your Concur company administrator provides an account code mapping for the expense type in Setup.

Business Purpose / Client Benefit: Employees are no longer prevented from completing their expense claims when an account code is missing in the expense type configuration. Account codes are now populated at a single, consistent point in the workflow.

*Planned Changes** USB IC Card Readers – Japan: Support is Ending

The USB IC Card reader solution for capturing Japanese IC Card travel information in Expense utilises a reader connected to a single computer. Because Microsoft is deprecating the ActiveX technology leveraged by this solution, Concur is ending support for the solution.

Important dates:

  • On 1 August 2017, Concur will no longer support this solution.
  • After 31 December 2017, the solution is being retired and will no longer work in Concur.

As a replacement, Concur's current solution uses a Network IC Card Reader, which our Japanese clients are already deploying. The Network IC Card Reader has the benefit of allowing multiple users to import transactions at a central location.

For the Network IC Card Reader release note, refer to the March 2017 version of this document.

Business Purpose / Client Benefit: This retirement keeps Concur users aligned with current technology.

Client Notifications

Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Standard Edition