May 2018 Invoice Standard Edition Admin Summary
Update: #3
Invoice Capture
Capture Processing Enhancements- Description Field Changes: Columns that display descriptions now accommodate more characters and, if the column is resized, the new size is retained for future sessions.
- Message if Document Processed Multiple Times: If a document is processed more than once, a message that the document has been processed previously is displayed during the document separation and verification tasks.
- New Verification Page Fields: Two new title bar fields, From Email Address and Company Name, have been added to the Verification page.
- Alert if Line Item and Header Totals Do Not Match: The system now displays a warning if the line item total and header total do not match (that is, if the amount remaining to be itemized is not zero).
- Magnify a Thumbnail in Document Separation: A magnification tool has been added to the document separation task. This enhancement enables the admin to more clearly read the thumbnail image that is available in the document separation task.
- Break Up and Delete Functions in Document Separation: An admin can now more easily break up and delete a document that is available to them in the document separation task.
- Instructions Field Added to Document Separation: The admin performing the document separation task will now see an Instructions field identical in appearance and function to the one currently included in the verification task.
- Default Maximum Number of Batches Listed Is Now 100: The default maximum number of batches that are listed on the Capture Batch List page is now 100. Previously, 25 was the default maximum number of batches listed on the page.
Business Purpose/Client Benefit: These enhancements provide additional flexibility and assurances when working with Invoice capture processing.
Data Retention
New Early Access Feature for Outdated DataSAP Concur has a new feature, Data Retention, that allows clients to control how long the Concur solution stores their data based on who, when, and where criteria.
- Allows a company to set a specific amount of calendar time after which data such as old user profiles, itineraries, and expense reports will be removed
- Provides for strict access to policy configuration with an email
- Includes the ability to place a hold on a specific user whose data will be excluded by this feature when it is necessary or desirable to retain older data
- Includes the ability to remove the data of a specific user independent of the company-wide data retention configuration
- Provides a high-level summary of events to monitor data retention activities
For Invoice Standard, the existing admin role has been granted the permission to administer (set up and edit) the Data Retention configuration and can view and access the Data Retention link on the Tools page. After making configuration changes, the admin receives a 72-hour confirmation email of those changes.
Business Purpose / Client Benefit: This feature gives clients the ability to meet their specific compliance needs regarding data retention.
Privacy Agreement
**UPDATE** Processor Privacy Statement Link – Targeted for May 25For the past few months, the release notes stated that – for the May 12 release – the existing Privacy Agreement page would be retired and the new Processor Privacy Statement link would become available in the lower-left corner of the SAP Concur footer.
Cookie Preferences
New Cookie Preferences Link in the SAP Concur FooterSome cookie-related process changes and links were introduced because of specific consent requirements in Europe.
There are two types of consent when allowing cookies to be saved on the user's computer. As described on the following pages, each country decides which option to use. The options are:
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Active consent: The user actively agrees to accept cookies. In this case, SAP Concur is required to obtain user consent before loading any cookies on a user's computer.
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Passive consent: The user does not prevent cookies.
IMPORTANT
- TrustArc, a global privacy and data governance provider, monitors and manages the cookie-related processes for SAP
Concur.
Several consent options are described on the following pages.
- Be aware the TrustArc provides all consent text and manages all translations of the consent text. Neither SAP Concur nor its customers can affect the text or translation in any way.
- As described on the following pages, consent regulations differ by country. TrustArc determines the consent option that is appropriate for each user, based on each country's regulations. SAP Concur cannot affect that determination in any way nor does SAP Concur have a list of countries and their consent regulations.
- Be aware that the "country" is defined as the one in which the user is physically located when they sign in to SAP Concur – not the user's home country as defined in their profile nor the user's company's location.
- In accordance with regulations, the consent and modification processes described here must be completed by individual SAP Concur users. There is no option for companies to make these choices for their users.
- Once a user has accepted cookies, they cannot modify their cookie options to stop accepting cookies.
Business Purpose / Client Benefit: These changes keep SAP Concur in compliance with global privacy requirements.
Whitelist for TrustArc.comAs noted in the New Cookie Preferences Link in the SAP Concur Footer release note, cookie-related process changes were introduced because of specific consent regulations in Europe.
To ensure that SAP Concur properly responds to the regulations, SAP Concur has enlisted the assistance of TrustArc, a global privacy and data governance provider. Please ensure that your organization's IT (or similar) department adds TrustArc.com to its whitelist, so TrustArc can properly monitor and manage these processes.
Business Purpose / Client Benefit: Whitelisting ensures that TrustArc has the proper access to manage consent requirements on behalf of SAP Concur.
QuickBooks
QuickBooks Connector: Ending Support for QuickBooks 2015Per Intuit, after May 31, 2018, access to add-on services will be discontinued for QuickBooks Desktop 2015 (Windows and Mac). This includes all versions of QuickBooks Desktop 2015 (Pro, Premier, Enterprise Solutions, Accountant Edition, and Mac). The Concur QuickBooks Connector will still work with QuickBooks 2015, however, to maintain alignment with Intuit’s QuickBooks support policy, Concur Customer Support will no longer provide support for QuickBooks 2015 after May 31, 2018.
- QuickBooks 2016
- QuickBooks 2017
- QuickBooks 2018
- 2.2.0.71
- 2.2.0.80
Business Purpose / Client Benefit: This update aligns the Concur Customer Support policy with the Intuit Support policy for QuickBooks versions.
In-Product Messaging
Clarification: Opt Out of In-Product MessagingPrevious release notes included information about and instructions for opting out of in-product messaging (IPM).
- For customers deployed to the EMEA Data Center: Users were provided with the ability to opt out late last year.
- For customers deployed to the North America Data Center: Users will be provided with the ability to opt out in stages, with SAP Concur planning to have this feature fully available by the end of April.
Budget
Budget Release NotesClients can view new budget functionality and enhancements in the new Budget Release Notes which are located on the same page as the other product release notes.
Business Purpose / Client Benefit: Standalone release notes provide greater visibility for Budget.
Users by Browser Report
Update: Users by Browser Report – North America Data Center OnlyIn the March release, the Users by Browser report was updated to include more information. These updates apply only to the North America data center.
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** Payment Request(s) Renamed to Invoice(s)In a future release, Sap Concur will replace instances of the term "payment request" and its iterations with the term "invoice" and its iterations. These changes will be made in the user interface, the Invoice documentation, and any other SAP Concur product documentation where it appears.
Business Purpose/Client Benefit: This change helps to ensure that the terminology used in SAP Concur is consistent with industry standard terminology.
**Planned Changes** Support for Plain Text FTP to End on September 1st, 2018SAP Concur announced the End of Support for the use of plain text FTP for transferring data to and from SAP Concur.
Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On September 1st, 2018, SAP 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 SAP Concur Trust Platform.
For more information, refer to the Plain Text FTP Retirement FAQ (English Only).
Client Notifications
SAP Concur Non-Affiliated SubprocessorsThe list of non-affiliated subprocessors is available here: SAP Concur Non-Affiliated Subprocessors (English Only)
Monthly Browser CertificationsThe SAP Concur Release Notes – Monthly Browser Certifications document lists current and planned browser certifications. The document is available with the other SAP Concur monthly release notes.
