August 2017 Invoice Standard Edition Admin Summary
Last Update: 12 September 2017
Purchase Requests and Purchase Orders
Purchase Request Number Added to PreferencesWith this release, clients will be able to add the purchase request number to the list view of the purchase orders. Clients can go into the Preferences window to add this purchase request number.
Currently, this field is only available for opened single purchase orders when clients select the View Association button.
Business Purpose / Client Benefit: This enhancement makes it easier for clients to have visibility into the related purchase request of the purchase order.
Supplier Management
Pay Method Type List Available in Supplier Information WindowClients will now be able to see the Pay Method Type list in the Supplier Information window and in the Request New Supplier window in the Supplier Manager tool.
Business Purpose / Client Benefit: This feature makes it easier for clients to quickly see how a specific supplier receives payments for goods or services.
Fiscal Calendar
Enhanced Fiscal Calendar for Analysis/Intelligence Now AvailableThe enhanced fiscal calendar for Analysis/Intelligence is now available. 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 is available in the Reporting Configuration step of Setup, which is accessed via Administration > Expense Settings or Administration > Invoice Settings.
Miscellaneous
New App Centre Connection Flow – Enterprise Application Self-Service ConnectionsConcur has added support for self-service connections to Enterprise applications from the App Centre. For applications that have enabled this connection flow, administrators can connect their Concur implementation to enterprise partner integrations directly from the App Centre.
While connecting to an application, the administrator may see up to three types of terms and conditions, depending on the app:
- Concur App Centre End-User Terms & Conditions. These are the basic terms of use for individual users in the App Centre. You will be asked to accept these terms only once.
- Shared Information. This states the specific information that will be shared with the partner. This is specific to the partner integration to which you are connecting. You will be asked to accept these terms for each application.
- Customer Authorisation to Link Accounts. These are the basic terms of use for company-wide integrations. Your company will be asked to accept these terms only once.
After accepting the terms and conditions, the administrator is directed to the partner's site to set up their administrator account and complete the connection process.
The first app using this connection flow is Uber for Business.
Business Purpose / Client Benefit: This connection flow simplifies the process when integrating your Concur implementation with Enterprise partners. In addition, the App Centre provides a more unified and secure experience when an administrator connects your company to an Enterprise app.
Concur Solutions Home Page
Quick Tips Section Removed from Concur Solutions PageWith this release, Concur has removed the Quick Tips section of the Concur Solutions home page (concursolutions.com).
Business Purpose / Client Benefit: This update simplifies the home page, making it easier to view and access the information on the page.
Capture Processing
Document Count Column Added to Batch List PageWith this release, a new column, Document Count, is now added to the display of invoice batches received and shown on the Batch List page.
This column is populated by the number of separate documents detected by Capture Processing when it receives an invoice batch. The number initially appears after the system receives and completes the verification task on an invoice batch.
Business Purpose / Client Benefit: This enhancement lets the Capture Verifier assess and prioritise their work based on the number of documents included in an invoice batch as displayed in this column.
Supported Configurations
Microsoft IE v.10 Support Ends 18 August, 2017Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products now ends 18 August 2017. Concur strongly advises clients who use IE v.10 to update to the latest IE browser version before that date, or to install and work with another supported browser.
Business Purpose / Client Benefit: This update reminds employees that the version of Internet Explorer they are using is obsolete and they should upgrade in consultation with their organisation.
Planned Changes
**Planned Changes** Setup is Getting a New Look and Improved NavigationThe current Setup navigation links that appear on each of the Setup pages will be reorganised into a central Product Settings page containing sections, defined by business purpose, which contain links and brief descriptions for the Setup pages to help administrators understand the purpose of each feature. On clicking a link, for example Users, you would go to the existing Users page that you use today. A navigation breadcrumb trail provides a path back to the central Product Settings page.
Concur is now targeting to release this update in the September release.
In future releases, Concur will be making additional improvements to some of the Product Settings features. Additional information will be available in future release notes.
Business Purpose / Client Benefit: This enhancement will help improve the Setup feature navigation, and make it easier for new administrators to understand the Product Settings features and complete the Setup tasks.
**Planned Change** Upload Receipts Link Now Goes Directly to Available ReceiptsOn the Concur home page, the existing link to upload receipts (New > Upload Receipts) will take users to the Available Receipts section of the main Invoice page.
Business Purpose / Client Benefit: The change allows users to upload receipts more efficiently.
**Planned Changes** Check for Missing Account Code Later in WorkflowEmployees will be able to save, submit and approve a payment request even if one or more account codes are missing for expenses in the payment request.
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 payment request 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 payment requests when an account code is missing in the expense type configuration. Account codes are now populated at a single, consistent point in the workflow.
Client Notifications
Concur Non-Affiliated SubprocessorsThe list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)
Monthly Browser CertificationsMonthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Standard Edition
