Concur Invoice Standard Edition Administration Help

March 2018 Invoice Standard Edition Admin Summary

Last Update: March 17 2018

Purchase Requests

No Validation Check on Need by Date on Purchase Request Line Items

Previously, if clients had, for example, three line items on a purchase request for the same vendor, and one of the dates was different, they would receive a message stating all three dates need to be the same and then the system would change the dates so that the Need by Date was the same for all line items. With this release, the dates can be different and no message will be generated.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to process purchase requests by allowing them to have different dates on the line items of the purchase request.

Add Ship-to Address on PO Change Order When Address Deleted on Original PO

Previously, clients could not change a ship-to address on a PO Change Order when the ship-to address on the original purchase order was deleted. With this release, when clients want to create a PO Change Order on a transmitted purchase order and the ship-to address is deleted, they can now add an address.

Clients will still receive a message when they try to submit the PO Change Order, if the ship-to address has been deleted on the original purchase order. However, once they have added an address, the PO Change Order can be submitted.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to create PO Changes Orders by making the ship-to address editable.

Budget

New Budget Feature Generally Available March 19, 2018

This feature will be generally available March 19, 2018 in the US, Canada, Australia, New Zealand, Mexico, Brazil, and United Kingdom. The Budget feature is a purchased service.

The Budget feature enables clients to set up all components of a budget; a fiscal year to determine the budget period, budget tracking fields to track spending on a cost center (profit center) level, budget categories to group expense types for budget purposes and budgets, which are the actual annual budgets, and Budget Items, which define the budget including fiscal year, budget owner, budget name, and description.

This feature makes budgets visible, actionable, and real-time for approvers and budget owners, leading to high-quality spending decisions for Invoice (payment requests and purchase requests).

In addition, the Budget feature is available for the Concur mobile app for Invoice. Please note that the release for the Concur mobile app occurs seven to ten days after the regular release.

Business Purpose/Client Benefit: This feature makes budgets visible, actionable, and real-time for approvers and budget owners, leading to high-quality spending decisions for Invoice (payment requests and purchase requests) clients.

Invoice

Check for Missing Account Code Later in Workflow

Previously, employees could not submit a payment request if one or more account codes were missing for expenses in a payment request. With this release, employees can now submit and approve a payment request even if one or more account codes are missing for expenses in the payment request.

Whenever an expense is saved, the system inserts the correct account code for the expense type (based on the account code configuration in Product Settings). With this update, the payment request can now be submitted and approved even when no account code has been mapped to the expense type.

However, the system will block the 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 Product Settings.

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.

Miscellaneous

Reminder: No Personal or Sensitive Data in Custom Fields

All companies must take all reasonable steps to protect the personal and sensitive information of their employees. As per recommended security-related best practices, remember that custom fields should not contain personal and sensitive data.

If your company is currently using custom fields to store personal or sensitive data (for example, Social Security numbers, family member names, or any other personally identifying information), you should plan to remove this information from your existing fields within the service and modify your current configuration.

Next Steps: For information about your configuration and the use of custom fields, contact Concur Support or your Account Manager.

Accessibility

Accessibility: Keyboard Access for Working for Others Quick Help

The Working for Others Quick Help contains important information and should be available to everyone. Currently, it is available only by clicking the "?" icon with a mouse. With this release, the Working for Others Quick Help becomes accessible via the keyboard.

Business Purpose/Client Benefit: Working for Others Quick Help becomes available to mouse users and keyboard users.

Accessibility: Alternative Text for the Logo on the Sign-In Page

In June of 2017, accessibility tests for the June 2017 VPAT identified exceptions to the WCAG 2.0 global standards of the W3. These exceptions are identified issues where the location or action did not adhere to the A or AA standard of specific WCAG 2.0 rules. Resolving this issue improves our accessibility quality on the targeted location or action by aligning it to the appropriate WCAG standard.

A screen reader is a type of assistive technology that audibly reads each screen element (instructional text, fields, options, etc.) to the user. Proper coding (in this case, known as alternative text or alt text) is required to ensure the reader "reads" the proper information to the user.

The issue is that the logo on the Sign In page does not currently have the proper code to read the logo description to the user. In this release, this issue will be resolved.

Business Purpose/Client Benefit: Enhancing our products and services to better align to the accessible standards of WCAG 2.0 increases the ability of all Concur users.

Users by Browser

Users by Browser Report Updated

The Users by Browser report has been updated to include more information – all in one place. The report now lists all users as well as their browsers and login count.

Business Purpose/Client Benefit: The admin no longer has to generate a report for each browser. All users are listed in one report.

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** Opt Out of In-Product Messaging (United States)

Last year, when in-product messaging was introduced in Europe, the feature included the ability for users to opt out of In-Product Messaging (IPM).

In a future release, Concur will provide customers in the United States the ability to opt out.

**Planned Change** New Feature for Outdated Data

This new feature will allow clients to control how long Concur stores their data based on who, when, and where criteria.

Business Purpose/Client Benefit: This feature gives clients the ability to meet their specific compliance needs regarding data retention.

**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".

**Planned Change** Accessibility: Remove All Instances of ‘ConcurAccessible’

This release note has been removed but will be included for a future release.

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.