Concur Invoice Standard Edition Administration Help

August 2018 Expense Standard Edition Admin Summary

Initial Post

Japan Public Transportation (JPT)

Jorudan Maintenance

The Japan Public Transportation (JPT) database of stations and lines received routine maintenance changes such as additions, name changes and removals.

Business Purpose / Client Benefit: Lists in Expense continue to reflect JPT's current stations and lines.

Next Generation (NextGen) Expense

**Ongoing** New User Interface for Concur Expense End Users

Update: In order to respond to and take advantage of feedback from customers, and to align with SAP Concur’s commitment to ensure a smooth and successful transition, we are working on a revised deployment strategy for Next Generation Expense.

SAP Concur is dedicated to the consistent improvement of our products, not only the features they provide, but also the experience of using those features. How users interact with technology changes over time, along with needs and expectations. We are constantly listening to our customers and soliciting feedback on how we can improve the user experience.

NextGen Expense is the continued evolution of the SAP Concur user experience. It was built from extensive user research and data analytics that include 680 1:1 conversations, 58 usability studies, 3,000+ survey responses and 1.3B monthly user actions.

Customers will have the ability to preview and then opt in to NextGen Expense before the mandatory cutover.

Business Purpose / Client Benefit: The result is the next generation of the Expense user interface designed to provide a modern, consistent and streamlined user experience. This technology not only provides an enhanced UI, but also allows SAP Concur to react more quickly to customer requests to meet changing needs as they happen.

Plain Text File Transfer Protocol

Support for Plain Text FTP to End on 1 September, 2018

SAP Concur announced the End of Support for plain text FTP to transfer data to and from SAP Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 1 September, 2018, SAP Concur Operations will apply a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing commitment to securing our customers’ data and meeting the audited security requirements of the SAP Concur Trust Platform.

For more information, refer to the Plain Text FTP Retirement FAQ (English Only).

What This Means – The Client Experience: After 1 September, 2018, uploads of file types such as Employee, List, Attendee and other Import files, as well as downloads of SAE and other Extract files that use Plain Text FTP, will not be accepted via SAP Concur’s Filemover system. This will significantly impact client usage of SAP Concur products such as Concur Travel, Concur Expense and Concur Invoice, as well as integration activities to customers’ financial systems. There will be no exceptions beyond 1 September, 2018.

Quickbooks

Prevent Connection to or Disconnection from QuickBooks When Claims or Invoices Are In-Flight

SAP Concur has updated the connection/disconnection process for QuickBooks to prevent clients from either connecting or disconnecting the integration when they have expense claims or invoices in-flight. The in-flight claims and invoices may have posting issues when the integration is disabled or re-enabled.

This change impacts all QuickBooks integrations:

  • The QuickBooks Connector, using QuickBooks Online or QuickBooks Desktop

  • The Concur Financial Integration with QuickBooks, using QuickBooks Online or QuickBooks Desktop (currently in Early Access)

SAP Concur has identified some situations in which it is necessary to disconnect the integration despite in-flight claims or invoices. In those cases, clients should contact Concur Client Support for assistance.

Business Purpose / Client Benefit: This feature prevents posting failures at companies that need to either connect or disconnect the integration.

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.

Admin

**Planned Changes** Expense Assistant Can Create Trip-based Expense Claims

Admins can now pre-configure Expense Assistant options.

Expense Assistant can automatically create trip-based expense claims and add trip-based expenses to these expense claims. Currently, Expense Assistant automatically creates monthly expense claims as a client's expenses flow into Concur. This is known as creating a calendar-based expense claim.

With this enhancement, Expense Assistant can create either of two types of expense claims: calendar-based and trip-based. When Expense Assistant creates a trip-based expense claim, Expense Assistant will automatically create an expense claim based on a specific trip booked in Concur Travel, and will populate the expense claim with the client's expenses that occur between the trip's start and end dates.

Users using Expense Assistant will only be able to have Expense Assistant automatically create calendar-based or trip-based expense claims, not both types of expense claims.

Business Purpose / Client Benefit: This feature automates more of the expense reporting process, to provide an easier end user experience.

**Planned Changes** Personalised Concur Open

Concur Open is the SAP Concur service status dashboard, which displays known and widespread outages and incidents for select SAP Concur services and all data centres. Concur Open displays the current service status as well as incident history for the past 20 days.

In a future release, there will be new functionality added to Concur Open. Users can continue to access Concur Open and view Concur service availability; no functionality will be removed. However, with the release, SAP Concur users will be able to log in to Concur Open and:

  • View service status for the services and the data centre that are specific to their company

  • Access subscription options for updates about the incidents that affect the services specific to their company

  • View service history for the past two years as well as detailed root cause analysis information and the actions taken by SAP Concur for specific incidents

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status and availability. Adding this new functionality will provide customers with a personalised view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

Uploading Receipt Images

Business Purpose / **Planned Changes** Support for Uploading HTML Ends 15 September, 2018

Users will no longer have the option to upload scanned images of receipts that are formatted as HTML files.

Users will continue to be able to upload receipt images that use the following file formats: PNG, JPG, JPEG, PDF, TIF and TIFF.

Business Purpose / Client Benefit: This change will close a security gap and allow SAP Concur to devote more resources to features that are used by many or most of our clients.

Client Notifications

SAP Concur Non-Affiliated Subprocessors

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

Monthly Browser Certifications

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