Concur Invoice Standard Edition Administration Help

December 2016 Expense Standard Edition Admin Summary

Admin

Can Copy Down New Travel Fields from a Credit Card Feed

With the December release, Concur may map the following fields from a Visa Commercial Format (VCF4) feed to Concur expense entries:

Table

Column

CTEShortCode

CESShortCode

CT_CC_TRANS_TRAVEL

CUSTOM1

TravelCustom1

TravelCustom1

CT_CC_TRANS_TRAVEL

CUSTOM2

TravelCustom2

TravelCustom2

CT_CC_TRANS_TRAVEL

CUSTOM3

TravelCustom3

TravelCustom3

CT_CC_TRANS_TRAVEL

CUSTOM4

TravelCustom4

TravelCustom4

CT_CC_TRANS_TRAVEL

CUSTOM5

TravelCustom5

TravelCustom5

Business Purpose / Client Benefit: This change allows for additional read-only information, such as passenger name, to display in expense entries.

Jorudan Maintenance

The 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.

Online Help

New Languages Available

Concur has updated and expanded the translated online help available for clients. In the December 2016 release, the Help menu links point to the new translated help.

The following languages have been promoted from Tier 2 to Tier 1:

  • Czech (cs)

  • Danish (da)

  • Finnish (fi)

  • Korean (ko)

  • Norwegian (no)

  • Polish (pl)

  • Russian (ru)

In addition, the translations for the existing Tier 1 languages have been updated.

Business Purpose / Client Benefit: The new help content provides current translations for 21 languages, giving the end users of global clients more information to help them succeed.

Release Note Admin Summaries Now Available in Online Help

Concur has enhanced the release note information available in the online help, by adding new pages that present release note information and Admin Summaries. The What's New and Release Note Admin Summary links now appear in the left menu of the online help for all admin users.

The release note Admin Summaries (HTML format) will be translated into all Tier 1 languages. The administrator can also view the full release notes (English only, in DOC or PDF format), and the release calendar.

The translated Admin Summaries will be available through these pages shortly after the monthly release.

Business Purpose / Client Benefit: The What's New page brings together all the information that Concur provides for each release, giving busy administrators a single location to check. The new Admin Summary translations provide global administrators a summary of monthly changes in their language.

Sign-In Page

Update Background Images on the Sign-In page for ConcurSolutions.com

Every quarter the cycled background images on the Sign-In page are refreshed with new images. This refresh applies to the Sign-In page for ConcurSolutions.com, and applies to both Professional and Standard versions.

Business Purpose / Client Benefit: This refresh adds a fresh look to the Sign-In page.

**Coming Soon** Check for Missing Account Code Later in Workflow

Clients 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 account code validation occurs during the save or submit expense claim step. With this update, account code validation will occur after the final approval step. After final approval, 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: This feature gives clients an opportunity to submit an expense claim without going through the account code setup step.

**Coming Soon** Expense Assistant (Tentatively scheduled for January 2017 release)

Expense Assistant will soon be available for Expense. Expense Assistant has the following features:
  • • The feature is enabled by default for the company, but can be turned off, if needed, at the company level to block access for all users. If the company allows access to Expense Assistant, each individual user will be allowed to opt in to use this feature.

  • If there are any expenses in the Available Expenses area, Expense Assistant will add them to an expense claim.

  • Expense Assistant will not add expenses to a returned expense claim. The exception is when a returned claim includes a transaction that now matches an expense in the Available Expenses area.

    For example, if the returned claim contains an ExpenseIt expense, and a credit card transaction that matches that expense is in the Available Expenses area, when the claim is returned, Expense Assistant will combine the ExpenseIt transaction with the credit card transaction..

  • When the user opens an expense claim, any transactions added by Expense Assistant since the user last viewed the claim will be formatted in bold. The bolding will be removed when the user opens and views that expense.

  • Expense Assistant sends a summary email of all the activity that happened in the expense claim to the user once a week.

Business Purpose / Client Benefit: This feature automates more of the expense reporting process, to provide an easier end user experience.

**Coming Soon**JPT Network IC Card Reader Support Using Concur’s E-Receipt Service

For Japan Public Transportation (JPT) users, Concur now supports a network IC (Integrated Circuit) Card reader. Using a network IC Card reader along with Concur’s E-Receipt service, this feature allows users to import IC Card routes into Concur. The routes display in Available Expenses.

Business Purpose / Client Benefit: Offer an easy, quick and most error-free way to add routes to an expense claim by importing them into Expense from the Employee IC Card.

**Coming Soon** Terminology Change – Traditional Chinese

This change is for users who select 中文 on the Concur Sign In page.

In January, Concur will change the following Traditional Chinese term.

English Term

Current Traditional Chinese Term

Updated Traditional Chinese Term

segment

節段

區間

Business Purpose / Client Benefit: This change improves accuracy and consistency of the Traditional Chinese version of the Concur user interface.

**Coming Soon** Terminology Changes – Dutch

These changes are for users who select Nederlands on the Concur Sign In page.

In January, Concur will change the following Dutch terms.

English Term

Current Dutch Term

Updated Dutch Term

airfare

vluchttarief

vluchtprijs

extract

samenvatting

uitvoerbestand

location

locatie

plaats

match

matchen

koppelen

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Dutch version of the Concur user interface.

**Coming Soon** Terminology Changes – German

These changes are for users who select Deutsch on the Concur Sign In page.

In January, Concur will change the following German terms.

English Term

Current German Term

Updated German Term

Report Totals

Abrechnungssummen

Abrechnungsdetails

Less Cash Advance Returns

Abzüglich Barvorschussrückzahlungen

Abzug Barvorschuss

Less Personal Amount

Abzüglich privater Beträge

Abzug private Beträge

Amount Due Employee

An Mitarbeiter zu erstattender Betrag

Betrag an Mitarbeiter

Amount Claimed

Angeforderter Betrag

Kosten für Unternehmen

Requested Amount

Angeforderter Betrag

Kosten für Unternehmen

Total Amount Claimed

Erstatteter Gesamtbetrag

Geforderter Betrag

Amount Due

Fälliger Betrag

Betrag Unternehmen

Total Requested

Gesamt angefordert

Kosten für Unternehmen
Total Paid By Company

Gesamter vom Unternehmen bezahlter Betrag

Kosten für Unternehmen

Total Amount

Gesamtsumme

Gesamtbetrag

Report Total

Summe aller Beträge

Gesamtbetrag

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the German version of the Concur user interface.

**Coming Soon** Terminology Change – Spanish

This change is for users who select Español, not Español (Latinoamérica), on the Concur Sign In page.

In January, Concur will change the following Spanish term.

English Term

Current Spanish Term

Updated Spanish Term

receipt recibo comprobante

Business Purpose / Client Benefit: This change improve accuracy and consistency of the Spanish version of the Concur user interface.

**Coming Soon** Support for TLS v 1.0 Encryption Protocol to End March of 2017

Concur announces 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.

Note that, since less than 1% of Concur users are logging in to Concur Solutions using browsers or phones limited to version 1.0, a very small number of users are affected by this support discontinuation.

Please note that the new end date of support is now March. We have moved the date support will end from 31 January to 31 March of 2017 in order to give our clients ample time to understand and make the required manual changes to their browser's security settings. These changes will be detailed in an upcoming service release.

Business Purpose / Client Benefit: Concur is taking this step after careful consideration of both the client’s security and ease of upgrade to the newer, more secure 1.1 and 1.2 versions of TLS. This end of life plan for TLS v 1.0 ensures our clients are communicating with Concur services in a safe and secure manner using TLS v. 1.1 and newer.