February 2017 Expense Standard Edition Admin Summary
QuickBooks
Import Users Button Is Now Available
The Import Users button on the Users page of Setup is now available when Concur is connected to a QuickBooks company for customers using QuickBooks Online or using QuickBooks Desktop with the QuickBooks Web Connector.
Business Purpose / Client Benefit: This functionality ensures admins can update user information for multiple users at one time.
Company Card Tool
Improved Credit Card Admin Searches
In the Company Card tool, Concur has made the following improvements to the search functionality that is available on the Manage Transactions tab:
Concur has fixed the Account Number (exact match) option and it no longer returns the same result for different card numbers.
A new option, Last Segment, is available on the Manage Transactions tab. This option works like the Last Segment option that already exists on the Manage Accounts tab.
- Re-running an Account Number (exact match) search is faster now that clicking in the field clears the previous number.
Business Purpose / Client Benefit: Searching transactions per card account functionality improvements save time.
Expense Pay
Managing Funding Accounts for a Currency
To simplify replacing one funding account with another, active and available funding accounts display in a single view. The Setup pages for funding accounts now include the ability to see multiple funding accounts, both live and available, and choose which one to use for future execution of batches.
Business Purpose / Client Benefit: This change improves the account management experience.
New Columns in Monitor Batches
In Payment Manager, as part of making it easier to change from one type of funding account to another, Concur has added new columns to View Batches > Advanced Search to enable tracking of which funding account the system used for which executed batch.
Please also read Managing Funding Accounts for a Currency in this release summary.
Business Purpose / Client Benefit: These two changes allow client admins to easily identify and differentiate which funding account the system used for a specific executed batch, including easy differentiation between the Classic (method) funding accounts from the newer Global (method) funding accounts, which will be important during the migration process from Classic to Global funding accounts.
Global Funding Accounts Available for USD and CAD
Concur has expanded the Expense Pay Global product offering to include support for the United States Dollar (USD) and the Canadian Dollar (CAD).
Business Purpose / Client Benefit: Expense Pay Global clients can now create Global funding accounts for their USD and CAD employee reimbursements and American Express (AMEX) company card payments.
Japan Public Transportation (JPT)
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.
**Reminder**
Change in the Monthly Release Schedule
As shown on the 2017 release calendar, starting in March, Expense releases will occur on Saturday instead of Friday. For most users, there is no change; they see the release-related changes on Monday – like they always have. Be aware that, starting in March, any weekend users will likely not see the release-related changes until Sunday.
Release Calendar: The release calendar is available here:
http://www.concurtraining.com/customers/tech_pubs/ReleaseCalendar/_ReleaseCalendar_client.htm
Coming Soon
Check for Missing Account Code Later in Workflow
Employees 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, 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 system will validate and add the account code to the expense after the final approval step.
After the final approval step, the claim goes to the pre-payment processing step. If an account code does not exist for one of the expense types used in the claim, 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.
A new query, Financial Posting Failed, in the Processor view makes it easy to find any expense claim that cannot be extracted or posted to your financial system. Such claims will be flagged with an exception.
Business Purpose / Client Benefit: Employees are no longer prevented from completing their expense claims when an account code is missing in the expense type configuration. Account codes are now populated at a single, consistent point in the workflow.
JPT: 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.
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.
