Concur Invoice Standard Edition Administration Help

August 2019 Invoice Standard Edition Admin Summary

Initial Post

Release Note Summaries

The items in this section are summaries of the release notes for this month. The Standard Edition release notes are accessible from What's New - Standard Edition

Concur Invoice

Assigned Invoice Retains Existing Ship To Address

In previous releases, when an invoice was assigned to a new owner, the new owner’s default Ship To address overwrote the preexisting Ship To address. Beginning in this release, if an invoice with a designated Ship To address is assigned to a new owner, the preexisting Ship To address is retained.

Business Purpose / Client Benefit: This enhancement ensures that the correct Ship To address is assigned to an invoice when the invoice is assigned to a new owner.

Purchase Order

Voided PO-Based Invoices Can Now Be Re-Invoiced With PO Amount and Quantities

Previously, when a PO-based invoice was voided, the PO and the goods receipt quantities and totals remained associated with the voided invoice. That meant that if a replacement invoice came in, it could not be matched to those quantities and the client had to create a duplicate PO for the correct or replacement invoice.

In the June release, SAP Concur released a feature improvement where the voided invoice remains associated with the PO, but the quantity and amount can now be invoiced on a replacement invoice. While Concur Invoice still shows those voided invoices, Concur Invoice fully unmatches the lines for re-invoicing. When a new invoice is created, it has the same purchase order referenced on it.

Business Purpose / Client Benefit: This feature improves the handling of PO-based invoices when they need to be voided.

Capture Processing

View Capture Email

Concur Invoice users who have access to invoice details can now view and access the original batch email associated with an invoice that was emailed to Invoice Capture Processing. This change enables invoice users, approvers, and processors to review the original email for notes from the supplier.

Business Purpose / Client Benefit: This feature provides clients with greater visibility into how best to manage or process the invoice.

Financial Integration

Sage Accounting Integration and Sage Accounting Integration for Invoice Processing Now Available

SAP Concur and Sage are partnering to make accounting for expenses in Sage Accounting easier. Concur Standard Edition will now let you import Sage Accounting data (master data) into your SAP Concur configuration. This data allows you to utilize your unique accounting data when entering expenses and/or invoices. The data is updated in SAP Concur regularly. The master data export loads employee and invoice vendors/suppliers from Sage Accounting to SAP Concur during the implementation.

The financial posting process sends expense reports and invoices that are ready to be posted from SAP Concur to Sage Accounting, utilizing APIs from the SAP Concur Platform. SAP Concur sends the expense data as a vendor bill (for cash reimbursements) or as an "other" payment (for credit card charges). The integration sends the invoice data as a vendor bill (US) or purchase invoice (UK). The integration manages the transmission of expense and invoice data from SAP Concur to Sage Accounting, and the transmission of status information back to SAP Concur. The financial posting happens as soon as the report or invoice is approved for payment, without waiting for a batch schedule. The client will see financial posting status information in the audit trail of the expense report or invoice. The expense or invoice processor can view problems with the posting, allowing them to correct errors and re-send the information quickly.

The SAP Concur integration is available for the Sage Business Cloud Accounting (formerly Sage One) product. The integration does not work with other Sage products (Sage 50, Sage Intacct, Sage 100, etc.).

Business Purpose / Client Benefit: This integration makes it easier for clients to manage their accounting information in both SAP Concur and Sage Accounting.

Liability Account Code Field Name and Message Updated

For clients configured to connect with an ERP system such as QuickBooks or Sage, some terminology that appears in the SAP Concur user interface has been updated.

Business Purpose / Client Benefit: This updated text more accurately reflects that Concur Invoice supports integration with multiple ERP systems.

Authentication

**Ongoing** Deprecation of HMAC Initiates Migration to SSO Self-Service

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

SAP Concur will soon begin the process of removing Hash-Based Message Authentication Code (HMAC) as an SSO option. The replacement service for HMAC is SAML SSO which will be a self-service method of setup whereby Company Admins will have access within SAP Concur to complete their SAML connections.

Clients currently using HMAC are encouraged to migrate to the SSO self-service tool as soon as it is released. The new SSO self-service tool will be offered as a free feature to all clients. The new SSO self-service tool allows multiple portals (Identity Providers) to be added.

The HMAC deprecation process includes two phases:

Phase I:

  • Clients need to have an Identity Provider (IdP) or a custom SAML 2.0 solution.

  • Clients begin testing the new SSO self-service tool. Testing can begin as soon as July 2019 if preparation steps have been met.

  • Clients prepare for onboarding new clients using the new SSO self-service tool, which is targeted to release in September 2019.

  • As of November 1, 2019, no new clients will be onboarded using HMAC. New clients will be onboarded using the new SSO self-service tool.

  • Existing clients using HMAC need to be migrated using the new SSO self-service tool.

Phase II:

  • Clients continue migrating existing HMAC clients to the new SSO self-service tool.

  • Shut down the HMAC service after everyone has migrated from HMAC to the new SSO self-service tool. Phase II is targeted to end mid-year 2020.

Business Purpose / Client Benefit: This change provides better security and improved support for users logging in to SAP Concur products and services.

Product Settings

User Export Allows Bulk Edit of Multiple Users

Client administrators are now able to export all existing users in SAP Concur to an Excel spreadsheet file, allowing admins to make bulk edits for multiple users. Once edits are made in the spreadsheet, the information can be uploaded into SAP Concur populating user profiles with new data.

Previously, if client administrators needed to edit user profiles, the edit had to be done individually for each user. This was a time-consuming process for admins.

The new user export feature allows client admins to:

  • Export a list of existing active users and their profile attributes

  • Perform a bulk edit of user data, such as marking multiple users as inactive

  • Complete user profile information imported using QuickBooks Web Connector

  • Populate custom field information when new fields are created after the initial user import

Existing users are downloaded into the existing spreadsheet template. The structure of the employee import spreadsheet template remains the same, except that it is now also used to export users. The spreadsheet includes all existing user attributes except for passwords, and credit card and banking information. Up to a maximum of 1,000 users can be included in the export.

This change is available to new and existing clients.

Business Purpose / Client Benefit: This feature allows client administrators to bulk edit multiple users and upload the data from the spreadsheet back into SAP Concur.

Company Administration

XML Profile Sync ID Field in the Employee Import 350 Record Updated

The functionality of the unique, client-assigned Concur Travel user identifier field, XML Profile Synchronization ID, in the 350 record has changed. This field is now for updates only. With this change, blanks and spaces intended to remove existing data are ignored as values during import. This means that it is no longer possible to bulk delete this data for many users with a single employee/user import file.

This change does not impact edits to the XML Profile Synchronization ID field via the User page for one-at-a-time updates.

Business Purpose / Client Benefit: This change provides greater security for client data.

SAP Concur Support

Screen Sharing for Authorized Support Contacts

SAP Concur support is implementing the Co-browse feature, a screen-share application that is available to all clients with Authorized Support Contacts (ASCs).

Business Purpose / Client Benefit: Screen sharing often makes a problem easier to describe, easier to understand, and quicker to resolve – saving time for ASCs and SAP Concur support.

SSH Protocol

Support Ending for Unsecure SSH Protocol Algorithms/Ciphers

SAP Concur will no longer support the following unsecure SSH protocol algorithms/ciphers:

  • diffie-hellman-group-exchange-sha1 (key exchange)

  • aes128-cbc (encryption)

  • aes192-cbc (encryption)

  • aes256-cbc (encryption)

  • hmac-md5 (message authentication code)

  • hmac-sha1-96 (message authentication code)

  • hmac-md5-96 (message authentication code)

This announcement pertains to the following file transfer DNS endpoints:

  • st.concursolutions.com

  • st-eu.concursolutions.com

  • st-cge.concursolutions.com

  • st-cge-dr.concursolutions.com

  • vs.concurcdc.cn

If assistance is required, please contact SAP Concur support.

For more information, refer to the Shared: File Transfer for Customers and Vendors User Guide (English Only). (This guide is located with the other Expense, Invoice, and/or Request setup and user guides.)

Business Purpose / Client Benefit: These changes provide greater security for file transfers.

FTP Updates

Source IP Checking (EMEA)

This feature is no longer targeted for the current release. This release note has been moved to the August 2019 Shared Planned Changes Standard Edition Admin Summary.

Product Documentation

Shared Planned Changes Release Notes Consolidated

With this release, SAP Concur has consolidated the Shared Planned Changes release notes into one document, instead of having the Planned Changes information repeated in several sets of release notes.

This consolidated Planned Change information is provided in addition to the product-specific Planned Changes release notes. For example, if a planned change applies only to Travel, it will only be available in the Travel release notes. So, users are encouraged to read the product-specific release notes as well as the Shared Planned Changes.

User / Customer Benefit: This change enables users to find Shared Planned Changes release notes in one place. It also makes it easier for clients to keep track of updates to the Planned Changes release notes.

SAP Concur Email

**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Senders List

SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies that filter inbound email based on the sending IP address must add new IP addresses to their Safe Senders list to ensure that their users receive email from SAP Concur.

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Concur Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.

Miscellaneous

Updates for Concur Open and Personalized Concur Open

Over the next several weeks, users will see several enhancements to Concur Open and Personalized Concur Open.

What the User Sees

Subscriber Email (Concur Open and Personalized Concur Open)

The email sent to subscribers has been rebranded and styled to match the SAP experience while displaying an easier-to-read content layout.

The content of the subscriber email has not changed, but the look-and-feel and the headings have been updated.

The current and new headings are:

Current Heading New Heading
Initial Impact Assessment Issue Identified
Confirmed Impact Status Update
Update
Resolved Issue Resolved
After the Fact Issue Identified and Resolved

Service Status Dashboard (Concur Open and Personalized Concur Open)

When a user clicks the red or partial red dot to view status information on the Service Status Dashboard page, the information appears just as before but the headings have been updated to match the new subscriber email (as shown in the table above).

Service Status History Dashboard (Personalized Concur Open)

Just as before, the link in the lower-left corner of the Personalized Concur Open Service Status Dashboard page provides access to the Service Status History Dashboard page. On that page:

  • The current column heading of Detailed RCA has been changed to Root Cause Analysis.

  • A link to view the Root Cause Analysis report for each P1 will appear in the Root Cause Analysis column.

Planned Change Summaries

The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

IMPORTANT: These Planned Changes might not list all of the upcoming enhancements and modifications that affect this SAP Concur product or service. The Planned Changes that apply to multiple SAP Concur products and/or services are listed in a consolidated document. Please review the additional Planned Changes admin summaries available in the August 2019 Shared Planned Changes Standard Edition Admin Summary.

Concur Invoice

**Planned Changes** New Configurable Summary Screen Views

In a future release, the AP User will be able to manage columns they want to display on the Unassigned Invoices list pages.

Business Purpose / Client Benefit: This enhancement helps clients to customize the view they need to better manage their invoice information.

Invoice Pay

Updates for Concur Open and Personalized Concur Open

In a future release, checks generated by Invoice Pay will provide security enhancements based on the latest industry standards.

Clients will be able to order sample checks by creating a Salesforce ticket and then processing and verifying the checks with their bank.

Business Purpose / Client Benefit: This enhancement will provide more security when clients process checks.

Client Notifications

The items in this section provide reference material for all clients.

SAP Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Standard Edition