Concur Invoice Standard Edition Administration Help

January 2017 Expense Standard Edition Admin Summary

Expense Reports

Expense Assistant Now Available

Expense Assistant is now available for Expense. Expense Assistant has the following features:
  • The feature is enabled by default for the company, but can be turned off, if needed, at the company level to block access for all users. If the company allows access to Expense Assistant, each individual user will be allowed to opt in to use this feature.

  • If there are any expenses in the Available Expenses area, Expense Assistant will add them to an expense report.

  • Expense Assistant will not add expenses to a returned expense report. The exception is when a returned report includes a transaction that now matches an expense in the Available Expenses area.

    For example, if the returned report contains an ExpenseIt expense, and a credit card transaction that matches that expense is in the Available Expenses area, when the report is returned, Expense Assistant will combine the ExpenseIt transaction with the credit card transaction.

  • When the user opens an expense report, any transactions added by Expense Assistant since the user last viewed the report will be formatted in bold. The bolding will be removed when the user opens and views that expense.

  • Expense Assistant sends a summary email of all the activity that happened in the expense report to the user once a week.

Business Purpose / Client Benefit: This feature automates more of the expense reporting process, to provide an easier end user experience.

Expense Pay

Export Funding Account Details to Excel

The Send to Excel link available in other areas of Concur is now also available for Classic and Global Funding Account Details.

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

Concur User Interface

Terminology Change – Traditional Chinese

This change is for users who select 中文 on the Concur Sign In page.

Concur has changed the following Traditional Chinese term:

English Term

Current Traditional Chinese Term

Updated Traditional Chinese Term

segment

節段

區間

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

Terminology Changes – Dutch

These changes are for users who select Nederlands on the Concur Sign In page.

Concur has changed the following Dutch terms:

English Term

Current Dutch Term

Updated Dutch Term

airfare

vluchttarief

vluchtprijs

extract

samenvatting

uitvoerbestand

location

locatie

plaats

match

matchen

koppelen

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Dutch version of the Concur user interface.

Terminology Changes – German

These changes are for users who select Deutsch on the Concur Sign In page.

Concur has changed the following German terms:

English Term

Current German Term

Updated German Term

Report Totals

Abrechnungssummen

Abrechnungsdetails

Less Cash Advance Returns

Abzüglich Barvorschussrückzahlungen

Abzug Barvorschuss

Less Personal Amount

Abzüglich privater Beträge

Abzug private Beträge

Amount Due Employee

An Mitarbeiter zu erstattender Betrag

Betrag an Mitarbeiter

Amount Claimed

Angeforderter Betrag

Kosten für Unternehmen

Requested Amount

Angeforderter Betrag

Kosten für Unternehmen

Total Amount Claimed

Erstatteter Gesamtbetrag

Geforderter Betrag

Amount Due

Fälliger Betrag

Betrag Unternehmen

Total Requested

Gesamt angefordert

Kosten für Unternehmen

Total Paid By Company

Gesamter vom Unternehmen bezahlter Betrag

Kosten für Unternehmen

Total Amount

Gesamtsumme

Gesamtbetrag

Report Total

Summe aller Beträge

Gesamtbetrag

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the German version of the Concur user interface.

Terminology Change – Spanish

This change is for users who select Español, not Español (Latinoamérica), on the Concur Sign In page.

Concur changed the following Spanish term:

English Term

Current Spanish Term

Updated Spanish Term

receipt recibo comprobante

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

**Reminder**

Change in the Monthly Release Schedule

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

Check for Missing Account Code Later in Workflow

Employees will be able to save, submit, and approve an expense report even if one or more account codes are missing for expenses in the report.

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 report goes to the pre-payment processing step. If an account code does not exist for one of the expense types used in the report, 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 reports that cannot be extracted or posted to your financial system. Such reports will be flagged with an exception.

Business Purpose / Client Benefit: Employees are no longer prevented from completing their expense reports when an account code is missing in the expense type configuration. Account codes are now populated at a single, consistent point in the workflow.

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: Offer an easy, quick and most error-free way to add routes to an expense report by importing them into Expense from the Employee IC Card.

Support for TLS v 1.0 Encryption Protocol to End March of 2017

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 that the new end date of support is now March. We have moved the date support will end from January 31st to March 31st of 2017 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.