Concur Invoice Standard Edition Administration Help

March 2017 Invoice Standard Edition Admin Summary

Users Can Now See Their Purchase Orders

With this release, purchase request users will be able to view the purchase orders resulting from their created purchase requests.

Business Purpose/Client Benefit: This feature gives users greater visibility to the workflow of their purchase requests.

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.

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 Invoice – Account Codes page in Setup.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to enter values.

Menu Changes for Accessing the Setup Wizard

Concur has removed the Setup menu option and changed the name of the Expense menu option to Invoice Settings to access the Setup Wizard. To access the Setup Wizard, clients need to click Administration > Invoice Settings. If clients are using both Expense and Invoice, the menu option will say Expense & Invoice Settings.

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

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 April. 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.

Change in the Monthly Release Schedule

As shown on the 2017 release calendar, Invoice releases will now occur on Saturday instead of Friday. For most users, there is no change; they will see the release-related changes on Monday like they always have. Be aware that any weekend users will likely not see the release-related changes until Sunday.

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.

**Coming Soon** 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: These changes improve accuracy and consistency of the Spanish version of the Concur user interface.

**Coming Soon** 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: These changes improve accuracy and consistency of the Italian version of the Concur user interface.

**Coming Soon** 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 system will validate and add the account code to the expense after the final approval step.

After the final approval step, the payment request goes to the pre-payment processing step. If an account code does not exist for one of the expense types used in the payment request, 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, Requests Financial Posting Failed, in the Processor view makes it easy to find any payment requests that cannot be extracted or posted to your financial system. Such payment requests will be flagged with an exception.

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.

**Coming Soon** Enhanced Fiscal Calendar

Concur will soon provide an enhanced fiscal calendar for Analysis/Intelligence that will be available for Invoice. A fiscal calendar allows organizations to define their accounting periods independent of the standard calendar year. Many organizations 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.

A fiscal calendar has one or more fiscal years, and fiscal years have one or more fiscal periods.

Fiscal years have a start date and an end date. Each year may have a different length to accommodate leap years and short years or long years. Organizations use short years and long years when they change the start date of their fiscal year. Fiscal years cannot overlap with prior fiscal years and no gaps can exist between fiscal years.

Fiscal periods can vary in length within a fiscal year; however, they typically represent a full year, quarters, or months.

Business Purpose/Client Benefit: This feature gives clients the flexibility to define their accounting periods independently of the standard calendar year.

**Coming Soon** Microsoft IE v.10 Browser Support Ends August 18, 2017

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products will end August 18, 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.