Concur Invoice Standard Edition Administration Help

March 2017 Expense Standard Edition Admin Summary

Last Update: 25 April 2017

Expense Pay

Send Payment Processing Partner Files via Concur

Expense Pay admins who are setting up their funding account with Beanstream, the Expense Pay – Global payment partner, can now upload documents that Beanstream requires using a new section of the existing funding account setup page.

Business Purpose / Client Benefit: The functionality removes the requirement to send the documents to Beanstream via email. The client will still email Beanstream so that the client can receive the update that the application is completed and if using Great British Pound (GBP) or Euro (EUR) currency accounts, receive the mandate identification.

Can Now Inactivate an Account in Employee Banking

Expense Pay admins can now mark an employee's bank account as Active or Inactive from the Payment Manager > Monitor Payee > Employee Banking page.

While a bank account is Inactive, the employee cannot submit new expense claims. Employees, who have entered updated banking information in Profile, can set their account back to Active by selecting Yes in the Active field on the Profile > Bank Information page. If the employee's bank account is marked Inactive by accident, the Expense Pay admin can revert the account to Active on the Employee Banking page, but if the inactivation was done intentionally to ensure that the employee updates their banking profile, the admin should not activate the bank account directly as that is the responsibility of the employee.

Business Purpose / Client Benefit: This change enhances the Expense Pay admins’ ability to manage payments to employees who move between countries.

Export Batch Payment Details to Excel

The Send to Excel link available in other areas of Concur is now also available for Payment Demand Details.

Business Purpose / Client Benefit: This functionality adds flexibility for clients and maintains product consistency within Concur.

Setup

Menu Changes for Accessing the Setup Wizard

Concur has removed the Setup menu option and changed the name of the Expense menu option to Expense Settings to access the Setup Wizard. To access the Setup Wizard, admins need to click Administration > Expense Settings.

Business Purpose / Client Benefit: This enhancement gives clients a more precise name for what can be found in this menu option.

QuickBooks

Default Values for QuickBooks Account Name or Number Column

For QuickBooks Desktop (QBD) and QuickBooks Online (QBO) clients that are not using the QuickBooks Web Connector, the default value for the QuickBooks Account Name or Number column is now blank for expense types on the Expense – Account Codes page in Setup.

Business Purpose / Client Benefit: Entering values in this column is simplified.

Japan Public Transportation (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: Offers 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.

Concur User Interface

Terminology Change – Korean

Concur has changed the following Korean term.

English Term

Previous Korean Term

Updated Korean Term

cost object

원가 직접 대상

비용 오브젝트

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

Help

New Look for the How It Works Topics

The How It Works Help topics in Setup have a new format. The How It Works Help topics open when the company administrator clicks the How it works link on one of the Setup pages. The topic provides information relevant to the Setup page you are working on.

Business Purpose / Client Benefit: This change improves the readability of the Help content.

TLS

Support for TLS v 1.0 Encryption Protocol to End

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 the new end of support date is May. 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.

**Reminder**

Change in the Monthly Release Schedule

As shown on the 2017 release calendar, starting in March, Request 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

Setup: Enhanced Fiscal Calendar for Analysis / Intelligence

Concur will soon provide an enhanced fiscal calendar for Analysis / Intelligence. 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.

Terminology Changes – Italian

In April, Concur will change the following Italian terms.

English Term

Previous Italian Term

Updated Italian Term

segment

segmento

tratta

workflow

regola del flusso di lavoro

workflow

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

Terminology Changes – Spanish

In April, Concur will update the following Latin American Spanish terms.

English Term

Previous Spanish Term

Updated Spanish Term

allocation

distribución

asignación

allocate

distribuir

asignar

Business Purpose / Client Benefit: This change improves accuracy and consistency of the Latin America - Spanish version of the Concur user interface.

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.

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.