Concur Invoice Standard Edition Administration Help

March 2020 Analysis/Intelligence Standard Edition Admin Summary

Update #1

Release Note Summaries

The items in this section are summaries of the release notes for this month. The Standard Edition release notes are accessible from What's New - Standard Edition.

Model Changes

New Field: Rate Type Code

With this release, there is a new travel-allowance-related field for Expense.

Description: The new Rate Type Code field in the Travel Allowance Information folder will allow users to report on additional daily allowance information for travel allowances. These fields were added to the model for use with a planned future feature.

The new travel-allowance-related field for Expense is located in the following folder:

  • Expense > Expense Claims > Entry Information > Travel Allowance Information
New Folder and Fields: Taxation Fields for Travel Allowances

With this release, there are new travel-allowance-related fields for Expense.

Description: The new taxation fields will allow users to report on tax information for travel allowances. These fields were added to the model for use with a planned future feature.

The new travel-allowance-related folder and fields for Expense are located in the following folder:

  • Expense > Travel Allowances > Itineraries > Xpressway Taxation

Report Changes

Updated Reports: Expense Accrual and Expense Accrual by Date Range

The Expense Accrual and Expense Accrual by Date Range reports were updated to only include expense claims that have the Is Reopened field value of null (blank). This filter update is to accommodate a planned future feature surrounding the Reopen Expense Claim Delta Posting process and will not impact the data result set.

Initially, the Is Reopened field value for an expense claim is null (blank). When an expense claim is reopened, the value will be set to Y. The Is Reopened field value is set to N when the workflow for the reopened expense claim is completed.

LOCATION OF THE REPORTS

The reports are located here:

  • Analysis - Standard Reports > Accrual
  • Intelligence - Standard Reports ‎> Accrual
Updated Report: Expense Entry Analysis Details (Grouped by Employee)

The Start Date prompt on the Prompts page for the Expense Entry Analysis (Grouped by Employee) report was renamed to Sent for Payment Date. The prompt was renamed to better represent the date information used to filter the report. The Sent for Payment Dateprompt is now a required prompt for the report.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Expense Processing
  • Intelligence - Standard Reports ‎> Expense Processing
Removed Reports: Mobile Reports

With the March 2020 release, the Invoice Mobile Metrics Summary, Mobile Login Summary and Travel Mobile Metrics Summary reports were removed from the standard reports catalogue. This is in addition to the removal of the Expense Mobile Metrics Summary report from the standard reports catalogue in the March 2019 release.

SAP Concur is dedicated to providing accurate and reliable report data. We have discovered a process improvement that needs to be addressed and requires investment and time to build. There is no related impact on actual expense claims, travel bookings and invoices. Until there is restoration of mobile reporting data, the reports and the Mobile Usage folder will not be available in the standard reports catalogue.

LOCATION OF THE REPORTS

The reports and folder were located here:

  • Analysis - Standard Reports > Mobile Usage
  • Intelligence - Standard Reports ‎> Mobile Usage

Other Changes

Enhancements to the Standard Reports by Folder Guide

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

Passengers

Data Item Label

Data Item Name

Data Item Expression

Data Item Description

Purchased By

<Purchased By>

[Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name]

Legal first and last name for the travelling employee (for example, John Smith)

Booked By

<Booked By>

[Travel].[Trips].[Booking Employee]

Name of the employee who booked the trip (last name, first name format)

Passengers

<Passengers>

[Travel].[Trip Passengers].[Passenger]

Employee taking the trip (last name, first name format)

Is Primary?

<Is Primary ?>

[Travel].[Trip Passengers].[Is Primary]

Shows if the employee is the primary traveller (Yes/No format)

File Transfer Updates: HTTPS Protocol No Longer Allowed for File Transfer

This Release Note is intended for the technical staff responsible for file transmissions with SAP Concur. For our customers and suppliers participating in data exchange through various secure file transfer protocols, SAP Concur has made changes that provide greater security for those file transfers.

As of 2 PM PST on 24 February, 2020, connections via the HTTPS protocol are no longer allowed when connecting to the SAP Concur file transfer system.

  • Existing HTTPS file transfer accounts must now switch to SFTP with SSH Key.

This announcement pertains to the following file transfer DNS endpoints:

  • st.concursolutions.com
  • st-eu.concursolutions.com
  • st-cge.concursolutions.com
  • st-cge-dr.concursolutions.com
  • vs.concursolutions.com
  • vs.concurcdc.cn

Business Purpose / Client Benefit: These changes provide greater security for file transfers.

File Transfer Updates: **Ongoing** SAP Concur Legacy File Move Migration

This Release Note is intended for the technical staff responsible for file transmissions with SAP Concur. For our customers and suppliers participating in data exchange, SAP Concur is maintaining our file transfer subsystem to provide greater security for those file transfers.

SAP Concur will begin migrating entities that currently use a legacy process for moving files to a more efficient and secure file routing process that relies on APIs.

Clients whose entities are currently configured to use the legacy process will be migrated to the more efficient process sometime between now and the end of 2020. After they are migrated to the more efficient process, clients will see the following improvement:

  • With the legacy process, clients had to wait for the file move schedule to run at a specified time. With the more efficient and secure API-based process, extracts and other outbound files from SAP Concur will be available within the existing overnight processing period shortly after the files are created.

This announcement pertains to the following file transfer DNS endpoints:

  • st.concursolutions.com

Business Purpose / Client Benefit: These changes provide greater security and efficiency for file transfers.

Miscellaneous: Modified Home Page Appears When Some Products and Services Are Unavailable (20 March)

Targeted for late March, when a user signs into SAP Concur, if some products or services are unavailable while other products and services are up and running, a modified version of the user’s Home page appears, providing access to the products and services that are up and running.

Prior to implementing this improvement, if a user attempted to sign in to SAP Concur when one or more products or services was not available, a 503 (service unavailable) message appeared, the user’s Home page could not be accessed, and the user had to wait until all services and products were available before signing in to SAP Concur.

Business Purpose / Client Benefit: This enhancement enables users to complete tasks that rely on the products and services that are up and running even when other products and services might be unavailable.

Planned Change Summaries

The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

There are no Analysis/Intelligence-specific planned changes this month.

Client Notifications

The items in this section provide reference material for all clients.

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