Concur Invoice Standard Edition Administration Help

September 2018 Analysis/Intelligence Standard Edition Admin Summary

Initial Post

Model Changes

New Fields: Employee Taxability Fields

With this release, there are new employee taxability-related fields for Expense.

Description: The new employee taxability fields allow users to report on the non-taxable and flat rate taxable amounts for employees to support German tax calculations. These fields were added to the model for use with a future feature.

The new employee taxability-related fields for Expense are located in the following folder:

  • Expense > Expense Reports > Employee Taxability
New Fields: Work Location Fields

With this release, there are new travel allowance-related fields for Expense.

The new work location fields allow users to report on the work address for the travel allowance itinerary’s arrival location.

The new travel allowance-related fields for Expense are located in the following folder:

  • Expense > Travel Allowances > Itinerary Segments

Report Changes

New Persona Dashboard: Combined Spend Overview (Intelligence)

A new persona-based dashboard, the Combined Spend Overview dashboard, is now available. Intelligence clients can use the Combined Spend Overview dashboard to view the key metrics for their company's combined spend associated with the company's expense reports and invoices. The dashboard can help clients track how the metrics are trending, the impact on cash flow and budgets, and help evaluate the need for changes in the expense report and procurement processes to optimize them.

This release is the first iteration of the dashboard. In the coming months, we will be enhancing the dashboard with additional metrics and drill reports.

DASHBOARD FEATURES

Total Combined Spend

The Total Combined Spend section provides the combined spend for both Expense and Invoice for the year-to-date and current quarter-to-date, and the combined total accrual for the current quarter-to-date.

The combined spend includes all expense reports that have been sent for payment and all invoices that have been sent for payment processing. Combined spend does not include accruals. The Accrual number displayed in this section is the combined total of unpaid expense entries, unassigned credit card transactions, and unpaid invoices for the current quarter-to-date.

The graph in the Total Combined Spend section is a visualization of the percentages of the combined spend that are attributed to Expense and Invoice for the year-to-date.

Placing your pointer over a section of the graph displays the spend type (Expense or Invoice) associated with the section and the percentage of the total combined spend associated with that spend type for the year-to-date. In the example below, 23 percent of the total combined spend is from all the expense reports that have been sent for payment for the year-to-date.

Average Life Cycle

The Average Life Cycle section provides a visualization of the current quarter's life cycle averages for your company's expense reports and invoices, including the average total days for the expense report and invoice life cycle for the current quarter-to-date. All numbers displayed in the Average Life Cycle section are averages.

  • The days on average number is the average of the submission, approval, and payment days for expense reports or invoices for the current quarter-to-date.
  • The Submission number is the average of the days from the expense transaction date until the expense report submission or the average of the days from the invoice creation date in Invoice until the time the invoice is submitted for the current quarter.
  • The Approval number is the average of the days from the first-time submission date of the expense report or invoice until the expense report or invoice is approved for the current quarter.
  • The Payment number is the average of the number of days from expense report approval date until the date the expense report is submitted for payment or the average of the number of days from the invoice approval date until the invoice is submitted for payment processing for the current quarter.

Placing your pointer over a section of the life cycle bar displays the current quarter, the life cycle stage, and the average percentage of expense reports or invoices currently in that life cycle stage.

Combined Spend Trend

The Combined Spend Trend section provides a visualization of the combined year-to-date spend by month for both Expense and Invoice.

The combined spend includes all expense reports that have been sent for payment and all invoices that have been sent for payment processing. Combined spend does not include accruals.

Placing your pointer over a spend segment on a bar displays the month, year, spend type (Expense or Invoice), and the approved amount associated with the segment for the expenses that have been sent for payment or invoices that have been sent for payment processing for the month.

DASHBOARD INFORMATION

Each section of the Combined Spend Overview dashboard contains the information icon. Clicking the icon opens a description of the dashboard section and the Learn More link. The Learn More link opens the Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide (English only) in a separate window.

DRILL-THROUGH REPORTS

Each section of the Combined Spend Dashboard contains the report drill-though icon. Clicking the icon opens the list of reports associated with the section, including a detail report for the section.

The first report(s) in the list is the detail report associated with the section. Selecting a report in the list opens the report in a separate window.

LOCATION OF THE DASHBOARD

The Combined Spend Overview dashboard is located here:

  • Intelligence - Standard Reports ‎> Persona Dashboards > Combined Spend Dashboard

For more information about the Combined Spend Overview dashboard, refer to Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide (English only).

New Reports: Average Life Cycle Details

There are two new detail reports for the Average Life Cycle section of the Combined Spend Overview dashboard: Average Life Cycle Details – Expense and Average Life Cycle Details – Invoice. The Average Life Cycle Details – Expense report is a copy of the Average Life Cycle Details report associated with the Department Manager Expense Report Overview dashboard. The only difference between the Expense versions of the report is the name of the report.

For the Department Manager Expense Report Overview dashboard, the detail report is named Average Life Cycle – Details. For the Combined Spend Overview dashboard, the detail report for Expense is named Average Life Cycle Details – Expense.

The Average Life Cycle Details – Expense report provides details about individual expense reports. The expense reports are listed according to their current stage in the expense report life cycle – Submitted, Approved, or Paid.

The Average Life Cycle Details – Invoice report provides details about individual invoices. The invoices are listed according to their current stage in the invoice life cycle – Submitted, Approved, or Paid.

REPORT OUTPUT

The Average Life Cycle Details – Invoice report includes these columns:

  • Employee
  • Employee ID
  • Request Name
  • Request ID
  • Invoice Number
  • Entry Approved Amount
  • Number of Exceptions
  • Created Date
  • Submitted Date
  • Time to Submit
  • Date
  • Approver
  • Step
  • Days

LOCATION OF THE REPORTS

The reports are located here:

  • Intelligence - Standard Reports ‎> Persona Dashboards > Combined Spend Dashboard > Detail Reports

MORE INFORMATION

For more information about the Average Life Cycle Details – Expense and Average Life Cycle Details – Invoice reports and the Combined Spend Overview dashboard, refer to Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide (English only).

Updated Report: Attendee Details

The Attendee Details report now only includes attendee information for attendees currently associated with expenses. Before this update, the report included all attendees previously and currently associated with an expense.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Compliance
  • Intelligence - Standard Reports ‎> Compliance
Updated Report: Invisible Spend Details

The Invisible Spend Details report date prompt was updated to only allow for dates from January 1st, 2017 or later. This is due to the improved visible spend matching process only being available for data from January 1st, 2017 or later.

WHAT THE USER SEES

The From field in the Sent for Payment Date prompt now defaults to Jan 1, 2017, and the From field now only accepts dates from January 1, 2017 or later.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > TripLink
  • Intelligence - Standard Reports ‎> TripLink

Other Changes

Enhancements to the Standard Reports by Folder Guide

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English Only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

Passengers

Data Item Label

Data Item Name

Data Item Expression

Data Item Description

Purchased By

<Purchased By>

[Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name]

Legal first and last name for the traveling employee (for example, John Smith)

Booked By

<Booked By>

[Travel].[Trips].[Booking Employee]

Name of the employee who booked the trip (in Last Name, First Name format)

Passengers

<Passengers>

[Travel].[Trip Passengers].[Passenger]

Employee taking the trip (last name, first name format)

Is Primary?

<Is Primary ?>

[Travel].[Trip Passengers].[Is Primary]

Shows if the employee is the primary traveler (Yes/No format)

Expense to Itinerary Matching Data Update

The Invisible Spend Trend Analysis Dashboard and Invisible Spend Details reports were released in the August 2018 release with improved expense to itinerary matching data. However, the expense to itinerary matching data has only been updated through the end of July, 2018. Between the September 22, 2018 and the October 13, 2018 release SAP Concur plans to update the supporting expense to itinerary matching data through the current date.

This impacts any custom report built using the Associated Trip Reservation fields or the Associated Travel Reservation Key from the Entry Information table in the data model.

The Associated Trip Reservation fields are located in the following folder in the data model:

  • Expense > Expense Reports > Entry Information > Associated Trip Reservation

The Associated Travel Reservation Key is located in the following folder in the data model:

  • Expense > Expense Reports > Entry Information > Keys
Personalized Concur Open

Concur Open is the SAP Concur service status dashboard, which displays known and widespread outages and incidents for select SAP Concur services and all data centers. Concur Open displays the current service status as well as incident history for the past 20 days.

Personalized Concur Open became available on September 11.

With the release, there will be new functionality added to Concur Open. SAP Concur users will be able to log in to a personalized view of Concur Open and:

  • View service status for the services and the data center that are specific to their company

  • Access subscription options for updates about the incidents that impact the services specific to their company

  • View service history for the past two years as well as detailed root cause analysis information and the actions taken by SAP Concur for specific incidents

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status, and availability. Adding the new functionality will provide customers a personalized view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

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** Insight Premium Product Retirement (December 31, 2018)

SAP Concur plans to retire our Insight Premium product on December 31, 2018.

Insight Premium is a reporting product that was offered briefly, but has not been offered or updated for several years. Concur Intelligence contains the functionality originally offered with Insight Premium.

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our Intelligence product whose functionality, innovation, and value now exceeds that of our legacy product.

Client Notifications

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