Concur Invoice Standard Edition Administration Help

December 2018 Request Standard Edition Admin Summary

Initial Post

Request

Cost Tracking Now Has a New Look, New Name – Released 27 November, 2018

The Cost Tracking page in Product Settings now has a new look and flow, and a new name. All existing functionality remains with improved usability for field setup and management.

This feature was released on 27 November, 2018.

The new enhancements include the following:

  • The Cost Tracking page has been renamed Manage Custom Fields. The new Manage Custom Fields page allows client admins to manage custom fields starting from one page. Linked Lists have been renamed Multi-Level Lists.
  • A new Add New Field page is accessible from the Manage Custom Fields page. The Add New Field page allows client admins to create fields by selecting the field's type and then selecting field options. Client admins can then opt to add list items for the new field, add another field or return to the Manage Custom Fields page.
  • Admins can create up to 12 custom fields, which can be created by typing in a custom field name or choosing from a list of suggestions. Previously, a maximum of 12 custom fields were allowed, but only six could be fields created by typing in a custom field name with the rest having to be chosen from the selected list. This feature will be available to everyone on Wednesday, 5th December, 2018. Until then, only six of the 12 fields can be created by typing in a field name.

Business Purpose / Client Benefit: This feature improves custom field management by providing a better end user experience.

**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 products to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add the new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.

Concur Expense Only: Be aware that – at this time – the issue described here affects only companies that use Concur Expense and filter incoming email based on IP addresses. (This includes all editions of Expense – whether the company uses Expense by itself or integrated with any other SAP Concur product or service.) Other SAP Concur services (such as Travel and Concur Pay) are not currently affected.

We are currently targeting the first quarter of 2019 to make additional changes. Please monitor the release notes for more information about the timing of the additional changes.

**Ongoing** Updated Email Format

SAP Concur is in the process of updating the format of all email notifications. These changes will provide a fresher, consistent look and feel across all SAP Concur services.

Business Purpose / Client Benefit: The intent is to provide a consistent, updated look for users.

IMPORTANT

Note the following:

  • Be aware that the email content has not changed – just the look and feel.
  • The changes will appear over time. Each product team (Expense, Invoice, Travel, etc.) decides when to use the new format. Timing will be based on resource availability and the priority of other scheduled enhancements.
  • Do not expect that all product emails will change at the same time. For example, perhaps Expense approval email will be first, and then other Expense notifications will follow.
  • There is no assigned end date to the project. Expect that the changes may take longer than a year.
  • Each team will provide release notes when their new emails are scheduled to appear.

Planned Changes

The items in this section are targeted for future releases. Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

**Planned Changes** Archive Deactivated User Data

As SAP Concur continues to grow, steps must be taken to enhance and improve the performance of our system so that we can meet customer expectations and the needs of their business.

Our overall goal is to significantly improve the performance of SAP Concur services by reducing the amount of data that is stored in our Production datastore. By reducing the data in the Production system, we can use server memory much more efficiently, which reduces processing time for transactions. For this reason, SAP Concur is developing an archive process for users who have been deactivated by their employers for at least three years. The archive process moves this "deactivated" user data from our Production datastore to a separate Reporting datastore.

Business Purpose / Client Benefit: Moving deactivated user data will provide faster processing time for transactions. In addition, it provides a more secure environment for inactive users' personal information.

IMPORTANT

We are currently piloting the process and evaluating the results. Our goal is to ensure that customers are not negatively affected, that we have considered all pertinent scenarios and that the archiving process provides the desired results.

There is no target date for the implementation of this new process. We will announce via release notes well ahead of time.

**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 log in without having to enter additional credentials. 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
  • Password hint removal: provides better security for users and SAP Concur
  • 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.

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

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 Concur that provides Concur 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 will be accessible from the Access To Concur section of Product Settings.

  • Single Sign-On can be managed for Standard Travel if it is bundled with Expense, Invoice and/or Request.
  • For standalone Standard Travel, the Manage Single Sign-On feature will be accessible from the Travel Settings page.

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

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

Client Notifications

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