Concur Invoice Standard Edition Administration Help

July 2017 Invoice Standard Edition Admin Summary

Last Update: 28 July 2017

Purchase Requests and Purchase Orders

Audit Trail Available for Purchase Request Line Item and Distribution Changes

Approval managers, purchase requestors and purchasing admin, who processes purchase requests, will now be able to view the audit trail for line item and distribution changes of the purchase request.

Business Purpose / Client Benefit: This enhancement provides clients with more efficient audit trail tracking should they need to refer back to the audit trail for questions or auditability reasons.

Transmitted PO PDF Email to Supplier Displays All Recipients

Previously, when a client transmitted a purchase order to multiple supplier contact addresses, suppliers would receive an email only seeing themselves as recipients. With this release, suppliers will see all other contacts who received the email by looking at the To line of the email.

Business Purpose / Client Benefit: This enhancement helps prevent multiple supplier contacts from fulfilling the same purchase order by letting them see the other contacts on the email.

Country Packs

Country Packs To Handle VAT

By introducing country packs in Invoice Standard, Concur will lay the grounds for a new way of providing clients with pre-configured Invoice features per country. This customisation will provide a more efficient way for clients to work with functions that meet their needs.

To start with, country packs will provide value-added tax (VAT) functionality based on the country specified. Tax handling varies from one country to the next and having dedicated fields to support each market’s needs is a critical function of Invoice Processing. When Concur has enabled one or more country packs for a client, the client admins can use the Setup Wizard to configure a number of steps in the Setup Wizard to enable clients to work with VAT. Clients will then be able to work with VAT at the header and line item level.

Business Purpose / Client Benefit: This feature provides clients in the US (net new clients), Canada, Japan, Australia and the UK with pre-configured VAT forms that are relevant to their specific needs and, thereby, make their work easier and more efficient.

Setup

Company Industry List Updated

Concur updated the Select your company's industry list on the Accounting page in Setup. A number of popular industries were added to the list, some items in the list were renamed, and some were removed.

The industry selected from the list is informational only and helps determine which cost tracking fields are displayed under the Most frequently used by your industry section on the Cost Tracking – Data To Track page in Setup.

Business Purpose / Client Benefit: This enhancement provides clients with an updated list of popular industries from which to choose.

Invoice

Search Functionality Added to Assign Request Page

Clients will now be able to search on unassigned requests by using the new search functionality available on the All Unassigned Requests page. The search options are the same as the ones on the Unsubmitted Requests page.

Business Purpose / Client Benefit: This feature provides clients with a quicker way to search for specific types of unassigned payment requests.

Accessibility Setting in Profile

Recently, Concur stated that the accessibility feature will no longer be optional and that the feature will be defaulted to ON for all Concur sites.

This change has been delayed. Additional detail will be provided in the August release notes.

QuickBooks

Mapping QuickBooks Items to Expense Types by Policy Group (QBD)

Concur now supports mapping expense types to QuickBooks items by policy groups for companies using QuickBooks Desktop (QBD) that are connected to QuickBooks using the QuickBooks Web Connector.

Business Purpose / Client Benefit: This enhancement provides admins with another option when mapping expense types.

Capture Processing

Chinese Language Now Supported for Email Alias Configurations

With this release, the languages available for selection in the Additional OCR Language list will now include Chinese as a choice alongside the current English and Japanese languages. Adding this language allows the admin to associate a supplier email to an alias that includes the Chinese attribute.

Business Purpose / Client Benefit: This enhancement adds an additional language to the OCR language option available when configuring an email alias for one or more emails provided to selected suppliers.

Supported Configurations

Support for TLS v 1.0 Encryption Protocol to End

UPDATE: Please note these dates:

  • EU datacentre: Completed on Tuesday, 4 April 2017
  • US datacentre: Completed on Wednesday, 12 July 2017

Several months ago, Concur announced 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.

This process has spanned several months and is now complete.

Planned Changes

**Planned Changes** Enhanced Fiscal Calendar for Analysis/Intelligence

Concur is now aiming to release the enhanced fiscal calendar for Analysis/Intelligence in August. 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 will be available under Reporting Configuration, which is accessed via Administration > Expense Settings or Administration > Invoice Settings.

**Planned Changes** Quick Tips Section To Be Removed from Concur Solutions Page

The Quick Tips section of the Concur Solutions home page (concursolutions.com) is planned to be removed in the August service release.

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

**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 Settings page containing tiles that provide access to each setup page. The tiles will be grouped by business purpose and will contain a brief description of the associated Setup feature to help administrators understand the purpose of the feature. On clicking a tile, for example Users, you would go to the existing Users page that you use today. A navigation breadcrumb provides a path back to the central Settings page.

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

Business Purpose / Client Benefit: This enhancement will help improve the Setup navigation, and make it easier for new administrators to understand the Setup 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 a payment request even if one or more account codes are missing for expenses in the payment request.

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 payment request 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 payment requests 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** Microsoft IE v.10 Browser Support Ends 18 August 2017

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products will end on 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.

Users still using IE v.10 will see a banner.

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