Concur Invoice Standard Edition Administration Help

November 2017 Request Standard Edition Admin Summary

Last Update: November 4 2017

Setup

Setup Has New Look and Improved Navigation

The current Setup navigation links that appear on each of the Setup pages will be reorganized into a central Product Settings page containing sections, defined by business purpose, which contain links and brief descriptions for the Setup pages, to help administrators understand the purpose of each feature. On clicking a link, for example Users, you would go to the existing Users page that you use today. A navigation breadcrumb trail provides a path back to the central Product Settings page.

Business Purpose/Client Benefit: This enhancement helps improve the Setup feature navigation, and makes it easier for new administrators to understand the settings available to them.

Self-Education Options for Administrators

Administrators will see a new (?) option on the Setup pages for accessing the new self-education pane. The self-education pane is also be available on a number of pages outside of Setup. On the self-education pane, administrators can search a catalog of interactive training flows, find links to administrator training videos and documents, and start a chat conversation with a Concur Coach.

The self-education pane is available on each of the Setup pages you can access from the new Product Settings page.

The self-education pane is also available on the following pages:

  • Processor (Expense > Process Reports)

  • Admin Tools (Administration > Company > Tools)

  • Monitor Batches (Administration > Company > Tools > Monitor Batches)

  • Monitor Payees (Administration > Company > Tools > Monitor Payees)

  • Company Card (Card Admin) (Administration > Company > Tools > Company Card)

In the future, the self-education pane may be added to additional pages.

Business Purpose/Client Benefit: This enhancement makes it easier for administrators to learn about the Expense, Request, and Invoice settings and get their questions answered.

Overview Tab Removed from Policy Groups

The Overview tab on the Policy Groups page (Administration > Expense Settings or Expense & Invoice Settings > Policy Groups) in Product Settings was removed.

A policy group is a group of users that have a different expense policy. These users may need different expense types to choose from, or may have different expense limits.

Business Purpose/Client Benefit: This update simplifies the Policy Groups page navigation.

Request

In-Product Messaging for Europe

For quite some time, In-Product Messaging (IPM) within Concur products has been available for US customers.

The messaging that is presented to each US user is based on data provided by a well-known US-based "recommendation" engine. That engine, however, is not the best fit for the stricter laws in the European Union (EU). So, in an effort to comply with the EU laws, Concur developed its own recommendation engine for its In-Product Messaging System.

In mid-November, IPM will be enabled for all EU customers, using Concur's In-Product Messaging System. Also, since the new system provides a better all-around IPM experience, US customers will soon see IPM using the new system.

Just like today for US users – the content, timing, location, and frequency of a message are all defined by each message campaign and by the characteristics of each company and each user.

For customers hosted in the EU data center, we provide a mechanism that allows any user to opt out of specific in-product messages.

Terminology

Terminology Changes – French (Canada)

In the November release, Concur changed the following French Canadian term.

English Term

Current French (CA) Term

Updated French (CA) Term

expense report

note de frais

compte de frais

Business Purpose / Client Benefit: This change improves accuracy and consistency of the French Canadian version of all Concur solutions.

Release Calendar

2018 Release Calendar Now Available

The 2018 release calendar is available. The release calendar shows all of the monthly releases for 2018 as well as the release note schedule, Travel client presentations, and tradeshows.

Access the calendar here: Client Release Calendar (English Only)

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 on May 15th, 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 May 15th, 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".

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