January 2017 Expense Standard Edition Admin Summary
Expense Claims
Expense Assistant Now Available
The feature is enabled by default for the company, but can be turned off, if needed, at the company level to block access for all users. If the company allows access to Expense Assistant, each individual user will be allowed to opt in to use this feature.
If there are any expenses in the Available Expenses area, Expense Assistant will add them to an expense claim.
Expense Assistant will not add expenses to a returned expense claim. The exception is when a returned claim includes a transaction that now matches an expense in the Available Expenses area.
For example, if the returned claim contains an ExpenseIt expense, and a credit card transaction that matches that expense is in the Available Expenses area, when the claim is returned, Expense Assistant will combine the ExpenseIt transaction with the credit card transaction.
When the user opens an expense claim, any transactions added by Expense Assistant since the user last viewed the claim will be formatted in bold. The bolding will be removed when the user opens and views that expense.
Expense Assistant sends a summary email of all the activity that happened in the expense claim to the user once a week.
Business Purpose / Client Benefit: This feature automates more of the expense reporting process, to provide an easier end user experience.
Expense Pay
Export Funding Account Details to Excel
The Send to Excel link available in other areas of Concur is now also available for Classic and Global Funding Account Details.
Business Purpose / Client Benefit: This functionality adds flexibility for clients and maintains product consistency within Concur.
Concur User Interface
Terminology Change – Traditional Chinese
This change is for users who select 中文 on the Concur Sign In page.
English Term | Current Traditional Chinese Term | Updated Traditional Chinese Term |
|---|---|---|
segment | 節段 | 區間 |
Business Purpose / Client Benefit: This change improves accuracy and consistency of the Traditional Chinese version of the Concur user interface.
Terminology Changes – Dutch
These changes are for users who select Nederlands on the Concur Sign In page.
English Term | Current Dutch Term | Updated Dutch Term |
|---|---|---|
airfare | vluchttarief | vluchtprijs |
extract | samenvatting | uitvoerbestand |
location | locatie | plaats |
match | matchen | koppelen |
Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Dutch version of the Concur user interface.
Terminology Changes – German
These changes are for users who select Deutsch on the Concur Sign In page.
English Term | Current German Term | Updated German Term |
|---|---|---|
Report Totals | Abrechnungssummen | Abrechnungsdetails |
Less Cash Advance Returns | Abzüglich Barvorschussrückzahlungen | Abzug Barvorschuss |
Less Personal Amount | Abzüglich privater Beträge | Abzug private Beträge |
Amount Due Employee | An Mitarbeiter zu erstattender Betrag | Betrag an Mitarbeiter |
Amount Claimed | Angeforderter Betrag | Kosten für Unternehmen |
Requested Amount | Angeforderter Betrag | Kosten für Unternehmen |
| Total Amount Claimed | Erstatteter Gesamtbetrag | Geforderter Betrag |
Amount Due | Fälliger Betrag | Betrag Unternehmen |
Total Requested | Gesamt angefordert | Kosten für Unternehmen |
Total Paid By Company | Gesamter vom Unternehmen bezahlter Betrag | Kosten für Unternehmen |
Total Amount | Gesamtsumme | Gesamtbetrag |
Report Total | Summe aller Beträge | Gesamtbetrag |
Business Purpose / Client Benefit: These changes improve accuracy and consistency of the German version of the Concur user interface.
Terminology Change – Spanish
This change is for users who select Español, not Español (Latinoamérica), on the Concur Sign In page.
English Term | Current Spanish Term | Updated Spanish Term |
|---|---|---|
| receipt | recibo | comprobante |
Business Purpose / Client Benefit: This change improve accuracy and consistency of the Spanish version of the Concur user interface.
**Reminder**
Change in the Monthly Release Schedule
As shown on the 2017 release calendar, starting in March, Expense releases will occur on Saturday instead of Friday. For most users, there is no change; they see the release-related changes on Monday – like they always have. Be aware that, starting in March, any weekend users will likely not see the release-related changes until Sunday.
Release Calendar: The release calendar is available here:
http://www.concurtraining.com/customers/tech_pubs/ReleaseCalendar/_ReleaseCalendar_client.htm
Coming Soon
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 system will validate and add the account code to the expense after the final approval step.
After the final approval step, the claim goes to the pre-payment processing step. If an account code does not exist for one of the expense types used in the claim, 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.
A new query, Financial Posting Failed, in the Processor view makes it easy to find any expense claim that cannot be extracted or posted to your financial system. Such claims will be flagged with an exception.
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.
JPT: JPT Network IC Card Reader Support Using Concur’s E-Receipt Service
For Japan Public Transportation (JPT) users, Concur now supports a network IC (Integrated Circuit) Card reader. Using a network IC Card reader along with Concur’s E-Receipt service, this feature allows users to import IC Card routes into Concur. The routes display in Available Expenses.
Business Purpose / Client Benefit: Offer an easy, quick and most error-free way to add routes to an expense claim by importing them into Expense from the Employee IC Card.
Support for TLS v 1.0 Encryption Protocol to End March of 2017
Concur announces an End of Support cycle for version 1.0 of the TLS encryption protocol, continuing support for the more secure 1.1 and 1.2 versions of TLS. As background, the TLS protocol allows secure back and forth communications between a phone or computer and a cloud-based service.
Note that, since less than 1% of Concur users are logging in to Concur Solutions using browsers or phones limited to version 1.0, a very small number of users are affected by this support discontinuation.
Please note that the new end date of support is now March. We have moved the date support will end from 31 January to 31 March of 2017 in order to give our clients ample time to understand and make the required manual changes to their browser's security settings. These changes will be detailed in an upcoming service release.
Business Purpose / Client Benefit: Concur is taking this step after careful consideration of both the client’s security and ease of upgrade to the newer, more secure 1.1 and 1.2 versions of TLS. This end of life plan for TLS v 1.0 ensures our clients are communicating with Concur services in a safe and secure manner using TLS v. 1.1 and newer.
