October 2017 Expense Standard Edition Admin Summary
Last Update: 14th October 2017
Employee Reimbursements
Employee Reimbursements Created for Country PacksWhenever a country pack is added to a company, an employee reimbursement method of Company Cheque is now automatically created and available to be assigned to users who belong that to that country (based on the country selected in the Employee Administration Country field). Before this update, a default employee reimbursement method was not provided when country packs were added to an existing company.
Business Purpose / Client Benefit: This update automates the effort of creating an employee reimbursement method when adding a new country pack for clients who use cheque reimbursement. Clients who use other methods can deactivate the reimbursement method.
Value-Added Tax (VAT)
Corporate Deductibility Calculation ChangesFor companies that have enabled Deductibility for an expense type (by importing configuration information such as custom field names, rates and so on) and have also configured expense types with taxable and non-taxable account codes, the following two Value-Added Tax (VAT) calculations have changed in Concur:
- VAT Amount
- VAT Non-Deductible Amount
Business Purpose / Client Benefit: These changes correct the affected calculations.
Japan Public Transportation (JPT)
Jorudan MaintenanceThe 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.
Terminology
Terminology Changes – CzechIn the October release, Concur changed the following Czech terms:
English Term | Current Czech Term | Updated Czech Term |
|---|---|---|
allocation | přidělení | alokace |
travel request | požadavek na cestu | cestovní příkaz |
workflow | postup | schvalovaci proces |
Business Purpose / Client Benefit: These changes improve the accuracy and consistency of the Czech version of all Concur solutions.
Terminology Changes – Portuguese (Brazil)In the October release, Concur changed the following Portuguese (Brazil) terms:
English Term | Current Portuguese (Brazil) Terms | Updated Portuguese (Brazil) Term |
|---|---|---|
account code | classificação contábil | código da conta |
amount | montante | valor |
departure | partida | embarque |
VAT | IVA | imposto |
Business Purpose / Client Benefit: These changes improve the accuracy and consistency of the Portuguese (Brazil) version of all Concur solutions.
Accessibility
Accessibility Enhancements – Sign In PageConcur is enhancing its products constantly to provide better accessibility for its users. While many of the enhancements occur in the background, many others affect the user interface. With this release, two of the enhancements affect the Sign In page.
Business Purpose / Client Benefit: Enhancing our products to better align with the accessible standards of WCAG 2.0 increases the ability of all users to use our product.
Accessibility Enhancements – ProfileConcur is enhancing its products constantly to provide better accessibility for its users. While many of the enhancements occur in the background, many others affect the user interface. With this release, we will include an enhancement to Profile.
Business Purpose / Client Benefit: Enhancing our products to better align with the accessible standards of WCAG 2.0 increases the ability of all users to use our product.
Mobile-Only Passwords
Messaging EnhancementsWith this release, Concur has clarified its messaging around the Mobile-only password (PIN). It has also updated the look-and-feel.
Look and Feel
Minor UpdateWith this release, Concur will update some of the "clickable" objects. Note that the items with the orange dashed line around them will now have a smooth line. Also, the plus icon colouring has changed.
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** Terminology Changes – French (Canada)In the November release, Concur plans to change the following French Canadian term:
English Term | Current French (CA) Term | Updated French (CA) Term |
|---|---|---|
expense report | note de frais | compte de frais |
Business Purpose / Client Benefit: This change improves the accuracy and consistency of the French Canadian version of all Concur solutions.
**Planned Changes** E-Bunsho Timestamp – JapanThe new e-Bunsho Timestamp feature for Japan allows admins to turn on timestamping of receipts.
Business Purpose / Client Benefit: This new feature supports clients in Japan who want to transition to storing time-stamped digital images of receipts instead of paper copies, while maintaining compliance with Japanese government regulations on receipt storage.
**Planned Changes** In-Product Messaging (IPM) for EuropeFor quite some time, In-Product Messaging (IPM) within Concur products has been available for US customers.
The messaging that is presented to each US user is based on data provided by a well-known US-based "recommendation" engine. That engine, however, is not the best fit for the stricter laws in the European Union (EU). So, in an effort to comply with the EU laws, Concur developed its own recommendation engine for its In-Product Messaging System.
Early Access customers in the EU will be contacted by a Concur representative before enabling this feature. After 60 days, this feature could be enabled for all other customers in the EU. Also, since the new system will provide a better all-around IPM experience for Concur customers, US customers will soon use the new system, too.
Just like today for US users – the content, timing, location and frequency of a message are all defined by each message campaign and by the characteristics of each company and each user.
**Planned Changes** Setup is Getting a New Look and Improved NavigationThe 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.
Business Purpose / Client Benefit: This enhancement will help improve the Setup feature navigation, and make it easier for new administrators to understand the settings available to them.
**Planned Changes** Self-Education Options for AdministratorsAdministrators will see a new (?) option on the Setup pages for accessing the new self-education pane. The self-education pane will also be available on a number of pages outside of Setup. On the self-education pane, administrators can search a catalogue of interactive training flows, find links to administrator training videos and documents, and start a chat conversation with a Concur Coach.
The self-education pane will be available on each of the Setup pages you can access from the new Product Settings page.
For more information about the new Product Settings page, refer to **Planned Changes** Setup is Getting a New Look and Improved Navigation in these release notes.
The self-education pane will also be available on the following pages:
- Processor (Expense > Process Reports)
- Admin Tools - (Administration > Company > Tools)
- Monitor Batches (Administration > Company > Tools > Monitor Batches)
- Monitor Payees (Administration > Company > Tools > Monitor Payees)
- Company Card (Card Admin) (Administration > Company > Tools > Company Card)
The self-education pane may be added to additional pages in the future.
Business Purpose / Client Benefit: This enhancement will make it easier for administrators to learn about the Expense, Request, and Invoice settings and get their questions answered.
**Planned Changes** Category List Will Display Spend Category SuggestionsThe Category list on the Expense Types page (Expense > Expense Types) in Setup will show spend category suggestions at the top of the list.
Business Purpose / Client Benefit: This update simplifies the spend category selection process for expense types.
**Planned Changes** Check for Missing Account Code Later in WorkflowEmployees 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.
Client Notifications
Concur Non-Affiliated SubprocessorsThe list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)
Monthly Browser CertificationsMonthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Standard Edition
