Concur Invoice Standard Edition Administration Help

December 2017 Invoice Standard Edition Admin Summary

Last Update: 9 December 2017

Spend Categories

Spend Category Recommendation Label and Separator

The Spend Category feature that was released in the November release has now been enhanced by labels to make it easier for clients to select the relevant spend category to use.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to select the relevant spend category by providing recommendations of which spend category to use for a specific expense type.

Name Changes of Four Spend Categories

In this release, four spend categories have changed names for easier selection and naming consistency.

Business Purpose/Client Benefit: These enhancements make it easier for clients to select the relevant spend category.

Invoice

Check Boxes Added for Multiple Payment Request Line Item Edits

In recent releases, Invoice enabled clients to edit multiple custom fields and expense types. With this release, Invoice has added check boxes next to the custom fields and Expense Type list to give clients more flexibility in selecting which custom fields and expense types to bulk edit.

Business Purpose/Client Benefit: This enhancement makes it easier for users to perform bulk updates to their payment requests.

Invoice Pay

Payment Initiation Date Will Be Used As Check Date

For check payments, the Issue Date and/or Funding/Issue Date fields that appear on the Payment Demand List (Failed Payments, Monitor Payments), Request ID (Payment Request) and Payment Request List for Payment Demand pages will now be printed on the check paid to suppliers. This is useful for clients who can now see when the check was printed.

In addition, the check date will appear in the Payment Initiation Date field of the Payment Confirmation Extract.

Business Purpose/Client Benefit: This enhancement gives clients more visibility by helping them track when their suppliers will receive payment.

2018 Bank Holidays

The 2018 list of bank holidays will be available after the first of the year.

Accessibility

Missing Keyboard Navigation

This is a non-visual change to keyboard navigation of the SectionExpandable component (a.k.a. widget) within concursolutions.com. Actual content and appearance will vary per use. Following WCAG 2.0, the standards for keyboard navigation, the issue identified showing difficulty in keyboard navigation was correctly applied.

Business Purpose/Client Benefit: The information given to the screen reader user is improved. By having the correct role, correct instructions are now appropriately given to the screen reader user.

Global Navigation Bar

This is a non-visual change to the blue global navigation bar found within concursolutions.com. Following WCAG 2.0, the standards for this navigation bar were incorrectly applied.

Business Purpose/Client Benefit: The information given to the screen reader user is improved. By having the correct role, correct instructions are now appropriately given to the screen reader user.

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 Change** Support for Plain Text FTP to End 15 May, 2018

Concur is announcing the end of support for plain text FTP as a means to transfer data to and from Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 15th May, 2018, Concur Operations will apply a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing commitment to securing our customers’ data and meeting the audited security requirements of the "Concur Trust Platform".

**Planned Change** New SAP Concur Logo

With the January release, the SAP Concur logo will appear in all Concur products.

The new logo will be displayed in the upper-left corner of each page.

Both the SAP and Concur logos appear in the footer.

For instances where a TMC has rebranded in the footer, in addition to the TMC logo, the SAP logo will appear.

**Planned Change** Tax Codes Soon Available

Already existing for Invoice Professional clients, tax codes will soon be available for Invoice Standard clients. Depending on the country pack selected, the tax codes will be customised per the client’s locale. A new Taxation setting will be available where clients can add, modify and delete tax codes that are used on payment requests.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to work with VAT.

**Planned Change** Check for Missing Account Code Later in Workflow

Employees 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 Subprocessors

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

Monthly Browser Certifications

The Concur Release Notes – Monthly Browser Certifications document lists current and planned browser certifications. The document is available with the other Concur monthly release notes.