Concur Invoice Standard Edition Administration Help

May 2019 Budget Standard Edition Admin Summary

Initial Post

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

All Products

New Budget Parameters to Audit Rule Notifications

For clients to see which budget is matched with a spending item when an audit rule is triggered, SAP Concur now provides notifications for which clients can insert parameters. Clients can then receive messages on top of their screen notifying them that a budget with a certain description and owner is, for example, over the budget threshold.

The table below lists the available budget parameters.

Term

Description

%BudgetName%

The budget name of the first budget in response to the triggered audit rule.

%BudgetOwner%

The budget owner of the first matched budget item.

%First3Budgets%

The budget names and budget owners of the first three budget items.

%BudgetCount%

The number of matched budget items.

%BudgetDescription%

The budget display name users see in the Budget Dashboard.

Business Purpose / Client Benefit: This feature enables clients to see which budget is failing and if one or more budgets are over the threshold, and thereby providing clients with important information to make budget decisions.

Year-to-Date Budget Spend in Budget Dashboard

With this release, clients will have an option in the card and list view on the Budget Overview page of the Budget Dashboard, where they can see year-to-date information about a budget. For monthly and quarterly budgets, the budget amount will be based on the budget amount of the current budget period plus prior budget periods of the current fiscal year.

Business Purpose / Client Benefit: This enhancement gives clients a clearer view of how their budget spend is doing from the start of the fiscal year up until today.

Created and Last Modified Dates Available in Budget Items

Clients will now see two new columns, Created and Last Modified, in Budget Items. If an expense claim, invoice, request or purchase request was created before a budget item was created, clients will be able to tell if the budget was picked up by looking at the dates in these columns.

Business Purpose / Client Benefit: This enhancement will provide information about when budget items were created and modified to ensure a specific budget was included in the transaction.

**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender List

SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Concur Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.

Reminder: No Personal or Sensitive Data in Custom Fields

All companies must take all reasonable steps to protect the personal and sensitive information of their employees. Per recommended security-related best practices, custom fields should not contain personal or sensitive data.

Authentication: Forgot Password Feature, Security Questions and Password Custom Text

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

With this release, a new Forgot Password feature has been added to the SAP Concur Sign In page, providing an updated experience for users who log in with user name and password credentials.

Depending on a company's configuration, several other options for the forgotten password process might have been available. With this release, those additional options will be removed. The additional options that will be removed are as follows:

  • Security Questions: Users will no longer receive security question prompts for login authentication.

  • On-page text: Company custom text will no longer display.

  • Password hints: The Send me an email with my password hint option will no longer be available.

All of these options are described on the following pages.

Business Purpose / Client Benefit: This feature provides greater security for user passwords and streamlines the user experience.

Authentication: No Future Bulk Password Resets or Updates via Import File

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

User passwords can no longer be reset or updated through the User Import and Employee Import features. You can still set the password for new users during the initial import through the User Import and Employee import features.

USER IMPORT

The password field will remain available in the downloadable Excel template, but will only be read during an initial import of the file or when creating a new user in the system. Subsequent uses of the field will be ignored by the system.

For general information about this functionality, refer to the Shared: User Import User Guide.

EMPLOYEE IMPORT

The password fields are still available in the 100, 300, 305, and 310 record sets, but they are only read during the initial import of the file, or when creating a new user in the system. Subsequent uses of the fields are ignored by the system. The update and replace password features on the 100 record are no longer used.

For general information about this functionality, refer to the Shared: Employee Import Specification.

Business Purpose / Client Benefit: These changes provide greater security for user passwords.

Expense

Consume Expense Claims With or Without Tax Now Available

Previously in Concur Expense, expense claims were consumed including tax. With this release, clients can now choose whether expense claims are consumed with or without tax. In other words, previously only the gross amount was included. Now, when the Use expense net amount budget setting is selected (enabled) in Budget Configuration, the reclaim amount will be subtracted from the gross amount. This is useful in countries in which companies can reclaim taxes from expense claims, for example, countries that use VAT.

Business Purpose / Client Benefit: This feature enables a budget to consume only those amounts that cannot be reclaimed for tax authorities.

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.

All Products

**Planned Changes** SAP Concur Product Access Changes

Beginning in a future release (targeted for June), clients will access SAP Concur products and services via the following domains:

  • *.concursolutions.com

  • *.concurcdc.cn

This change is targeted for 8 June 2019.

Please contact appsec@sap.com for any questions regarding this change.

Business Purpose / Client Benefit: This change will allow customers to access SAP Concur services in a consistent, secure manner.

**Planned Changes** Single Sign-On (SSO) Self-Service Option Coming to SAP Concur

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

Single Sign-On allows users to access multiple applications using one set of login credentials. Currently, SAP Concur has two methods for signing in: with a user name and password or using SSO with identity provider (IdP) credentials, such as a user's login credentials for their organisation.

SAP Concur is planning to add a Manage Single Sign-On (SSO) feature to SAP Concur products that provides clients with a self-service option for setting up SSO for their organisation. SSO is currently supported for Concur Expense, Invoice, Request and Travel.

The new Manage Single Sign-On (SSO) feature is a replacement tool for clients using existing SSO configuration and a new tool for clients that now want to implement SSO at their organisation. Existing SSO configuration and the new SSO Self-Service tool will both be available until everyone has migrated to the new SSO Self-Service tool.

Other SAP Concur products and services are outside the scope of this initial release.

Business Purpose / Client Benefit: This feature provides SAP Concur clients with a self-service option for setting up SSO.

**Planned Changes** New SAP Concur Sign In Page

SAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with a user name and password credentials. Current Single Sign-On (SSO) users will be able to start the SSO login process at www.concursolutions.com. This feature is planned for 2019.

The new Sign In page feature includes the following:

  • Two-step login: provides enhanced security, meets current industry standards and provides a better login success rate

  • Multi-account login: allows administrators to log in with multiple accounts (planned for a future release)

  • User avatar: enhances the user experience (planned for a future release)

Business Purpose / Client Benefit: This feature provides better security and a faster, convenient experience for users logging in to SAP Concur products and services.

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