Concur Invoice Standard Edition Administration Help

May 2017 Expense Standard Edition Admin Summary

Last Update: 2 June 2017

Expense Pay – Global

Bank Information Update

Concur does not allow a delegate user or a proxy user to agree to authorise direct deposits. Only the bank account owner may agree to authorise direct deposits.

Business Purpose / Client Benefit: This change ensures that only a bank account owner, and not a delegate or proxy, can authorise direct deposits from a payment-processing partner.

Beanstream is Now Bambora

Our global Expense Pay payment-processing partner, Beanstream, is changing their name to that of their parent company, Bambora. This change will start rolling out on 10 May and will be finalised by the end of June. When you see "Bambora”, think "Beanstream". Bambora acquired Beanstream in September of 2015. For information about Bambora's plans to rename Beanstream, visit the Beanstream website: http://blog.beanstream.com/bambora-group/. There are no changes to your Expense Pay Global Service Agreement or Contract with Beanstream/Bambora. You may notice minor changes on your next bank statement. If you saw the bank descriptors for the funding account direct debit as Beanstream, you will now see it as Bambora.

Business Purpose / Client Benefit: Concur clients need to realise that Bambora and Beanstream are the same company.

Onboarding

New Tour for Administrators

A quick tour is now available to administrators the first time they log in to Concur. The tour shows the administrators where to find the administration settings for customising Concur for their company, where to find the Help and where to set up their Concur users.

Business Purpose / Client Benefit: This enhancement helps administrators familiarise themselves with and get started using Concur.

Admin

Concur Expense Solution Suggestion Archive

Each month, using Solution Suggestions, Concur adds client-suggested enhancements and features to Concur Expense, Travel and Invoice products. As part of evolving Solution Suggestions, Concur archived Concur Expense submissions that did not receive votes or comments in 2016 or 2017 and did not have at least 20 votes (200 points).

Business Purpose / Client Benefit: This maintenance allows Concur to focus on suggestions most voted on by the client community.

Terminology

Terminology Change – Brazilian Portuguese

In the May release, Concur changed the following Brazilian Portuguese terms:

English Term

Previous Brazilian Portuguese Term

Updated Brazilian Portuguese Term

route

rota

trajeto

employee

empregado

funcionário

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Brazilian Portuguese version of all Concur solutions.

Terminology Change – Dutch

Beginning in the May release and over the next few months, Concur will be changing the following Dutch terms:

English Term

Previous Dutch Terms

Updated Dutch Term

vendor

leverancier / aanbieder / merchant / bedrijf

leverancier/ aanbieder

supplier

leverancier / aanbieder / bedrijf

leverancier

merchant

leverancier / merchant

handelaar

provider

leverancier / aanbieder / verstrekker / provider / verlener / uitgever

aanbieder

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

Terminology Change – Italian

In the May release, Concur changed the following Italian terms:

English Term

Previous Italian Term

Updated Italian Term

cash advance

anticipo di cassa

anticipo

line item

voce riga

voce

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Italian version of all Concur solutions.

Terminology Change – Swedish

In the May release, Concur changed the following Swedish term:

English Term

Previous Swedish Term

Updated Swedish Term

line item

radobjekt

radpost

Business Purpose / Client Benefit: This change improves accuracy and consistency of the Swedish version of all Concur solutions.

Planned Changes

Expense Claims: **Planned Changes** 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 claim can be submitted and approved. However, 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: 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.

Setup: **Planned Changes** Enhanced Fiscal Calendar for Analysis / Intelligence

Concur is targeting to release the enhanced fiscal calendar for Analysis/Intelligence in July. A fiscal calendar allows organisations to define their accounting periods independent of the standard calendar year. Many organisations define their own calendars to model their financial reporting to reflect seasons in their business, to compare results with direct competitors and to avoid the busy year-end season in January.

The new fiscal calendar will be available under Reporting Configuration, which is accessed via Administration > Expense Settings or Administration > Invoice Settings.

For more information, refer to the release notes for Analysis / Intelligence.

Supported Configurations: **Planned Changes** Microsoft IE v.10 Browser Support Ends 18 August 2017

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products will end on 18 August 2017. Concur strongly advises clients using IE v.10 to update to the latest IE browser version before that date, or to install and work with another supported browser.

Users still using IE v.10 will see a banner.

Supported Configurations: **Planned Changes** TLS v 1.0 Encryption Protocol Support is Ending – US DATACENTRE'S DATE MOVED

Please note these dates:

- EU datacentre: Completed on Tuesday, 4 April 2017

- US datacentre: MOVED TO Wednesday, 12 July 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 NEW END DATE OF SUPPORT

We have moved the date 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.

USB IC Card Readers – Japan: **Planned Changes** Support is Ending

The USB IC Card reader solution for capturing Japanese IC Card travel information in Expense utilises a reader connected to a single computer. Because Microsoft is deprecating the ActiveX technology leveraged by this solution, Concur is ending support for the solution.

Important dates:

  • On 1 August 2017, Concur will no longer support this solution.

  • After 31 December 2017, the solution is being retired and will no longer work in Concur.
As a replacement, Concur's current solution uses a Network IC Card Reader, which our Japanese clients are already deploying. The Network IC Card Reader has the benefit of allowing multiple users to import transactions at a central location.

For the Network IC Card Reader release note, refer to the March 2017 version of this topic.

Business Purpose / Client Benefit: This retirement keeps Concur users aligned with current technology.

Concur Solutions Home Page: **Planned Changes** Quick Tips Section to be Removed from Concur Solutions Page

The Quick Tips section of the Concur Solutions home page (concursolutions.com) is targeted to be removed in the July service release.

Business Purpose / Client Benefit: This update simplifies the home page, making it easier to view and access the information on the page.

Client Notifications

Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Standard Edition