Concur Invoice Standard Edition Administration Help

September 2018 Invoice Standard Edition Admin Summary

Update #1

Invoice

New User Interface for Invoice Available in Early Access Release

SAP Concur has introduced the first version of a new user interface for Invoice clients. Version 1.0 of the new user interface is targeted at the Accounts Payable (AP) user who is constantly monitoring the health of the Invoice lifecycle within the system. With a new AP landing page, concepts of "call to action" and "work to zero" are being brought to the forefront to better inform AP users to ensure they are working on the highest priority task.

Business Purpose / Client Benefit: The new Invoice user interface enables clients to work more efficiently and provides them greater visibility into their invoices in flight.

Purchase Order

Purchase Order API Updated

New fields have been added to the GET, PUT and POST methods of the Invoice v3 Purchase Order API.

GET

The following fields have been added to the GET method:

  • Purchase Request Number

    This field contains the Purchase Request Number for the purchase request from which the purchase order was created.

  • Is a Change Order

    This field indicates whether the purchase order was created from a change order.

  • Is Test

    This field indicates whether the purchase order is a test purchase order.

PUT AND POST

The following field has been added to the PUT and POST methods:

  • Purchase Order Line Item UOM Code

    This field contains the code for the Unit of Measure associated with the PO line item.

Business Purpose / Client Benefit: This change enables developers to retrieve more complete information about purchase orders through the GET method.

Purchase Request

Receipt Type Field Available in Custom Audit Rules

The purchase request Receipt Type field has been added to the list of fields that are available when the Invoice Admin configures custom audit rules for purchase request items.

Business Purpose / Client Benefit: This change enables the admin to enforce rules regarding what the Receipt Type field in a service type purchase request must be set to before the purchase request can be saved or submitted.

Create and Approve Suppliers

Fields No Longer Required When Creating a Supplier

When a new supplier is created through the Create and Approve Suppliers feature, the Supplier Code and the Supplier Address Code fields are no longer required. These fields will be required when approving a supplier but will not be required when creating a new supplier prior to approval.

Business Purpose / Client Benefit: This enhancement enables the Supplier Manager to allow the Supplier Code and Supplier Address Code field data to be generated automatically by Invoice. This enhancement also ensures that these codes are unique to the supplier.

QuickBooks

QuickBooks Financial Integration: QuickBooks Data Page Updated

SAP Concur has updated the page displaying the QuickBooks objects synchronised with SAP Concur for clients that use financial integration. This page (accessed from the Accounting page of Product Settings) now contains tabs for each type of object synchronised with SAP Concur:

  • Accounts

  • Employees/Suppliers

  • Customers/Classes

  • Items

The admin can select the desired tab to view the objects and can now view the code in addition to the name for each cost object.

Business Purpose / Client Benefit: This update provides a detailed view of the objects synchronised between QuickBooks and SAP Concur, with improved performance.

Plain Text FTP Support

Support for Plain Text FTP Ended on 1 September 2018

In November 2017, SAP Concur announced the End of Support for plain text FTP to transfer data to and from SAP Concur. SAP Concur provided clients an extension until 1 September 2018 to complete their transition to secure FTP protocols.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 1 September 2018, SAP Concur Operations applied 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).

Concur Open

Personalised Concur Open

Concur Open is the SAP Concur service status dashboard. It 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.

Personalised Concur Open became available on 11 September.

With the release, new functionality will be added to Concur Open. SAP Concur users will be able to log in to a personalised view of 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. The 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.

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.

Invoice

**Planned Changes** Payment Request(s) Renamed to Invoice(s)

In a future release, SAP Concur will replace instances of the term "payment request" and its iterations with the term "invoice" and its iterations. These changes will be made in the user interface, the Invoice documentation and any other SAP Concur product documentation where it appears.

Business Purpose / Client Benefit: This change helps to ensure that the terminology used in SAP Concur is consistent with industry standard terminology.

Product Settings

**Planned Changes** Cost Tracking to Have New Look, New Name

The Cost Tracking page in Product Settings will soon have a new look and flow, and a new name. All existing functionality will remain with improved usability for field setup and management.

The new enhancements include the following:

  • The Cost Tracking page will be renamed Manage Custom Fields. The new Manage Custom Fields page will allow client admins to manage custom fields starting from one page. Linked lists will be renamed Multi-level lists.

  • A new Add New Field page will also be accessible from the Manage Custom Fields page. The Add New Field page will allow client admins to create fields by selecting the field's type and then selecting field options. Client admins can then opt to add list items for the new field, add another field or return to the Manage Custom Fields page.

Business Purpose / Client Benefit: This feature improves custom field management by providing a better end user experience.

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

The SAP Concur Release Notes – Monthly Browser Certifications document lists current and planned browser certifications. The document is available with the other SAP Concur monthly release notes.