Concur Invoice Standard Edition Administration Help

June 2018 Invoice Standard Edition Admin Summary

Update #2

Invoice

(Japan) E-Bunsho Timestamp Available in Early Adopter Release

With the e-Bunsho Timestamp feature for Japan, Invoice now supports digital timestamps of invoice images from companies and invoice service suppliers.

When this feature is enabled, rules are put in place to ensure that users provide the necessary invoice information to maintain legal compliance with Japan’s e-Bunsho regulation. A user must first confirm the invoice image is the valid image for the invoice being entered before they can time-stamp the image and the invoice cannot be submitted for approval until the Invoice image has been successfully time-stamped.

Business Purpose/Client Benefit: This feature enables clients in Japan to maintain legal compliance with e-Bunsho regulations if they use digital invoices in lieu of paper invoices.

Supplier Management

(Japan) Supplier Form Available in Early Adopter Release

A new supplier form is displayed when the Japan Country Pack is enabled and the related policy is assigned to a user.

Business Purpose/Client Benefit: This feature provides clients with a new supplier form containing fields specific to the Japanese locale.

TLS 1.0 Email

End of Support for TLS 1.0 Email – Targeted for Wednesday, 27 June 2018

In 2017, SAP Concur announced that it would end support for version 1.0 of the TLS encryption protocol.

Be aware that – targeted for Wednesday, 27 June 2018 – SAP Concur will disable the ability to accept incoming email via TLS 1.0 connectivity for plans@concurtravel.com and plans@tripit.com.

There should be very little customer impact since the vast majority of customers have already disabled the ability to send email via the TLS 1.0 protocol.

Change Log

Now Logging When a Delegate is Assigned

When a user adds a delegate, the action will leave an audit trail. The steps for adding a delegate are unchanged. This change includes logging the addition of delegates that are added through the user interface or an Excel file import. This change affects only the addition of delegates. The removal of delegates is not logged.

Business Purpose/Client Benefit: This change enhances audit capabilities.

Cookie Preferences

**Reminder** New Cookie Consent Process

Europe has very specific user-consent requirements for cookies. There are two types of consent when allowing cookies to be saved on the user's computer. As described on the following pages, each country decides which option to use. The options are:

  • Active consent: The user actively agrees to allow cookies. In this case, SAP Concur is required to obtain user consent before saving any cookies on a user's computer.

  • Passive consent: The user does not disallow cookies.

Each country decides which option it wants to use.

Business Purpose/Client Benefit: These changes keep SAP Concur in compliance with global privacy requirements.

**Reminder** Whitelist for TrustArc.com

The May release notes included an item named New Cookie Preferences Link in the SAP Concur Footer. It describes cookie-related process changes that were introduced in the May 12 release to address specific consent regulations in Europe.

To ensure that SAP Concur properly responds to the regulations, SAP Concur has enlisted the assistance of TrustArc, a global privacy and data governance provider. Please ensure that your organisation's IT (or appropriate) department adds TrustArc to its whitelist so that TrustArc can properly monitor and manage these processes.

TrustArc must be whitelisted by domain name – not by IP address – because the IP address is variable. Please whitelist these domains:

  • trustarc.com

  • prefmgr-cookie.truste-svc.net

Business Purpose/Client Benefit: Whitelisting ensures that TrustArc has the proper access to manage consent regulations on behalf of SAP Concur.

QuickBooks

QuickBooks Connector: Ending Support for QuickBooks 2015

Per Intuit, after 31 May, 2018, access to add-on services will be discontinued for QuickBooks Desktop 2015 (Windows and Mac). This includes all versions of QuickBooks Desktop 2015 (Pro, Premier, Enterprise Solutions, Accountant Edition and Mac). The Concur QuickBooks Connector will still work with QuickBooks 2015. However, to maintain alignment with Intuit’s QuickBooks support policy, Concur Customer Support will no longer provide support for QuickBooks 2015 after 31 May, 2018.

Concur Customer Support will provide support for the following versions of QuickBooks:

  • QuickBooks 2016

  • QuickBooks 2017

  • QuickBooks 2018

The currently supported versions of the QuickBooks Web Connector are:

  • 2.2.0.71

  • 2.2.0.80

Business Purpose/Client Benefit: This update aligns the Concur Customer Support policy with the Intuit Support policy for QuickBooks versions.

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 Change** 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.

**Planned Changes** Import Historical Invoices

In a future release, support for a new record type will be added to the request_comma_delimited_v2.xml invoice import definition file. The new record type, 210, will enable clients to import historical invoices into Concur Invoice.

Business Purpose/Client Benefit: This change enables clients to import invoices that have already been processed. For example, new SAP Concur clients will be able to import invoices that were processed by a previous system.

**Planned Changes** Create and Approve Suppliers

In a future release, users with the appropriate role will be able to create and approve suppliers within Invoice. Currently, users with the appropriate roles can create unapproved suppliers by requesting a new supplier. When this feature becomes available, clients with the appropriate roles assigned to them will be able to create and approve new suppliers within Invoice.

Business Purpose/Client Benefit: This feature provides clients with a more efficient way to get an approved supplier into Invoice without relying on the existing import and matching processes.

**Planned Changes** Processor Privacy Statement Link in Online Help – Targeted for July

The Processor Privacy Statement link is available in the SAP Concur footer.

However, not all pages in SAP Concur display the footer. If the link is not displayed, return to the Home page and click the Processor Privacy Statement link there.

Also – targeted for July – SAP Concur will add the Processor Privacy Statement link to online Help.

**Planned Changes** Personalised Concur Open

Concur Open is the SAP Concur real-time service status dashboard, which displays 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.

In a future release, new functionality will be added to Concur Open. Users will continue to access Concur Open and view Concur service availability. In addition, SAP Concur users will be able to log in to Concur Open and:

  • View service status for the services and the data centre specific to their company

  • Access subscription options, so users can request updates for the incidents that affect the services specific to their company

  • View service history for the past two years, including detailed root cause analysis information and the actions taken by SAP Concur for each incident

Business Purpose/Client Benefit: Customers use Concur Open to monitor their SAP Concur service outages, status and availability. Adding this new functionality provides 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** Support for Plain Text FTP to End on 1 September, 2018

SAP Concur announced the End of Support for the use of plain text FTP for transferring data to and from SAP Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 1 September, 2018, SAP Concur Operations will apply 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 thePlain Text FTP Retirement FAQ (English Only).

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.