Concur Invoice Standard Edition Administration Help

July 2017 Expense Standard Edition Admin Summary

Last Update: 28 July 2017

Expense Pay – Global

Assistance Ensuring Onboarding Information is Complete

Clients are no longer able to accept Bambora terms and conditions (for setting up payment-processing partner funding accounts with Bambora) until they have filled in all of the required fields and uploaded all the required documents.

Users filling out Bambora onboarding forms which lack the required information are no longer allowed to proceed to accepting the terms and conditions. If information is incomplete on one of the Directors tabs, the corresponding tab displays a red exclamation mark.

Business Purpose / Client Benefit: Clients will no longer be under the impression that the application form is complete if it is not. The ability to accept the terms and conditions and submit the form ensures that the form is complete when presented to the payment-processing partner.

New USD and CAD Card Programme: Diners MasterCard

Expense Pay – Global now supports Diners MasterCard credit cards for the following currencies:

  • United States Dollar (USD)
  • Canadian Dollar (CAD)

Business Purpose / Client Benefit: This change adds value for our Expense Pay – Global clients.

Currency-Specific Address Fields for Bambora Forms

Concur has changed the names of three address fields. The names are now accurate for the location corresponding to the currency selected.

Concur renamed the following fields for the United States Dollar (USD):

Previous Field Name

New Field Name

Region

State

Postcode

ZIP Code

Concur renamed the following field for the Canadian Dollar (CAD):

Previous Field Name

New Field Name

Region

Province

Business Purpose / Client Benefit: This localisation provides a better client experience.

Audit Codes Replaced with Meaningful Text

To improve the usefulness of information about why employee payment was denied, Concur has replaced Bambora return codes with reason text.

Business Purpose / Client Benefit: Users and admins will have textual information, rather than a return code, to help them understand why the banking system denied a payment.

QuickBooks

Mapping QuickBooks Items to Expense Types by Policy Group (QBD)

Concur now supports mapping expense types to QuickBooks items by policy groups for companies using QuickBooks Desktop (QBD) that are connected to QuickBooks using the QuickBooks Web Connector.

Business Purpose / Client Benefit: This enhancement provides admins with another option when mapping expense types.

Audit Trail

Improved Auditing of Submitted and Returned Expense Claims

With this release, the Expense audit trail log for an expense claim will now include a complete history of changes made by any user. These changes are logged from the initial submission and on throughout the life of the claim, including a returned claim action. The changes include (but are not limited to) the following actions:

  • Expenses added, moved or deleted by any means, including manually, by Available Expense association and expenses moved to claim
  • Changed or deleted receipts

Expense claims returned after submission include changes made on return, including:

  • Modified expense line item values, such as expense type, location, amount, supplier, transaction date and custom field values
  • Modified claim header values, including policy, custom fields (Cost Centre; etc.)
  • Cash expenses removed from the returned claim
  • Receipt images added to or removed from the claim or the associated expenses

Business Purpose / Client Benefit: This enhancement improves the logging capability of the Audit Trail feature.

Setup

Company Industry List Updated

Concur updated the Select your company's industry list on the Accounting page in Setup. A number of popular industries were added to the list, some items in the list were renamed, and some were removed.

The industry selected from the list is informational only and helps determine which cost tracking fields are displayed under the Most frequently used by your industry section on the Cost Tracking – Data To Track page in Setup.

Business Purpose / Client Benefit: This enhancement provides clients with an updated list of popular industries to choose from.

Supported Configurations

Support for TLS v 1.0 Encryption Protocol to End – COMPLETE

UPDATE: Please note these dates:

- EU datacentre: Completed on Tuesday, 4 April 2017

- US datacentre: Completed on Wednesday, 12 July 2017

Several months ago, Concur announced 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.

This process has spanned several months and is now complete.

Travel Allowance

Change in the Calculation of Meal Allowance for a Mixed Trip – Czech Republic

Concur has changed the Czech Republic calculation of meal allowances for two kinds of mixed trips:

  • Mixed trips consisting of more than five hours of domestic travel and between five hours and twelve hours of foreign travel
  • Mixed trips consisting of foreign travel that is more than 12 hours, but less than 18 hours

The new, legally compliant calculations are shown in the following table:

BEFORE AND AFTER

Kind of Mixed Trip

Previous Calculation

New Calculation

Domestic travel > 5 hours plus

Foreign travel > 5 hours and < 12 hours

Domestic meal allowance plus 1/3 of full foreign meal allowance

1/3 of full foreign meal allowance

Foreign travel > 12 hours and < 18 hours

Domestic meal allowance plus 2/3 of full foreign meal allowance

2/3 of full foreign meal allowance

Business Purpose / Client Benefit: The change allows Concur clients who do business in the Czech Republic to maintain best-practice legal compliance.

Profile
UPDATE: Accessibility Setting in Profile

Recently, we stated that the accessibility feature will no longer be optional and that the feature will be defaulted to ON for all Concur sites.

Upon further research, we have concluded that this change would provide mixed results. Our intent going forward is that – for Expense clients – there will be no change from what they see today and how they use Expense.

Expense Claim Pending Approval Email Message

Link for Accessing Expense Claims Updated

When an employee submits an expense claim for approval, Concur automatically generates and sends the expense claim approver the You have a claim pending your approval email message. In the auto-generated message, the links to the expense claim pending approval were consolidated into one button, View Claim.

Business Purpose / Client Benefit: This update simplifies the email message, making it easier to understand.

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** Enhanced Fiscal Calendar for Analysis / Intelligence

Concur is now aiming to release the enhanced fiscal calendar for Analysis/Intelligence in August. 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.

**Planned Changes** Setup is Getting a New Look and Improved Navigation

The current Setup navigation links that appear on each of the Setup pages will be reorganised into a central Settings page containing tiles that provide access to each setup page. The tiles will be grouped by business purpose and will contain a brief description of the associated Setup feature to help administrators understand the purpose of the feature. On clicking a tile, for example Users, you would go to the existing Users page that you use today. A navigation breadcrumb provides a path back to the central Settings page.

Concur is aiming to release this update in the August release.

In future releases, Concur will be making additional improvements to some of the Setup features. Additional information will be available in future release notes.

Business Purpose / Client Benefit: This enhancement will help improve the Setup navigation, and make it easier for new administrators to understand the Setup features and complete the Setup tasks.

**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.

**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.

*Planned Changes** USB IC Card Readers – Japan: 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 document.

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

**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 planned to be removed in the August 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