Concur Invoice Standard Edition Administration Help

June 2018 Expense Standard Edition Admin Summary

Update #1

Admin

End of TLS 1.0 Email – Targeted for Wednesday, June 27, 2018

In 2017, SAP Concur announced that it was ending support for version 1.0 of the TLS encryption protocol.

Be aware that – targeted for Wednesday, June 27, 2018 – SAP Concur will disable the ability to accept incoming email via TLS 1.0 connectivity for plans@concurtravel.com and plans@tripit.com.

There should be very little customer impact since the vast majority of customers have already disabled the ability to send email via TLS 1.0.

**Reminder** Whitelist for TrustArc.com

The May release notes included an item named New Cookie Preferences Link in the SAP Concur Footer. It describes cookie-related process changes that were introduced in the May 12 release 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 to its whitelist, so TrustArc can properly monitor and manage these processes.

TrustArc must be whitelisted by domain – not IP – since the IP is variable. Please whitelist these domains:

  • trustarc.com
  • prefmgr-cookie.truste-svc.net

Business Purpose / Client Benefit: Whitelisting ensures that TrustArc has the proper access to manage consent regulations on behalf of SAP Concur.

**Reminder** New Cookie Consent Process

Europe has very specific user-consent requirements for cookies. 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:

  • Active consent: The user actively agrees to allow cookies. In this case, SAP Concur is required to obtain user consent before saving any cookies on a user's computer.
  • Passive consent: The user does not disallow cookies.

Each country decides which option it wants to use.

Business Purpose / Client Benefit: These changes keep SAP Concur in compliance with global privacy requirements.

Change Log

Now Logging When a Delegate is Assigned

When a user adds a delegate, the act of adding will leave an audit trail. The steps for adding a delegate are unchanged and this change includes delegates that are added using either the user interface or an Excel import. This change is only for adding delegates, not for removing them.

Business Purpose / Client Benefit: This change enhances audit capabilities.

Expense Pay - Global

(United States) Additional Card Program Now Supported for USD

Expense Pay – Global for Expense now supports the following credit card program for the United States Dollar (USD $):

  • Silicon Valley Bank MasterCard USD

Business Purpose / Client Benefit: This additional option can expedite the processing of credit card expenses.

Japan Public Transportation (JPT)

Jorudan Maintenance

The Japan Public Transportation (JPT) database of stations and lines received routine maintenance changes such as additions, name changes, and removals.

Business Purpose / Client Benefit: Lists in Expense continue to reflect JPT's current stations and lines.

Next Generation (NextGen) Expense

**Ongoing** New User Interface for Concur Expense End Users

SAP Concur is dedicated to the consistent improvement of our products, not only the features they provide, but also the experience of using those features. How users interact with technology changes over time, along with needs and expectations. We are constantly listening to our customers and soliciting feedback on how we can improve the user experience.

NextGen Expense is the continued evolution of the SAP Concur user experience. It was built from extensive user research and data analytics that include 680 1:1 conversations, 58 usability studies, 3,000+ survey responses, and 1.3B monthly user actions.

Business Purpose / Client Benefit: The result is the next generation of the Expense user interface designed to provide a modern, consistent, and streamlined user experience. This technology not only provides an enhanced UI, but also allows SAP Concur to react more quickly to customer requests to meet changing needs as they happen.

QuickBooks

QuickBooks Connector: Ending Support for QuickBooks 2015

Per 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 Concur Support will no longer provide support for QuickBooks 2015 after May 31, 2018 to maintain alignment with Intuit’s QuickBooks support policy.

Concur Support will provide support for the following version of QuickBooks:

  • QuickBooks 2016
  • QuickBooks 2017
  • QuickBooks 2018

The currently supported versions of the QuickBooks Web Connector are:

  • 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.

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** Expense Assistant Can Create Trip-based Expense Reports

Admins can now pre-configure Expense Assistant options.

Expense Assistant can automatically create trip-based expense reports and add trip-based expenses to these expense reports. Currently, Expense Assistant automatically creates monthly expense reports as a client's expenses flow into Concur. This is known as creating a calendar-based expense report.

With this enhancement, Expense Assistant can create either of two types of expense reports: calendar-based and trip-based. When Expense Assistant creates a trip-based expense report, Expense Assistant will automatically create an expense report based on a specific trip booked in Concur Travel, and will populate the expense report with the client's expenses that occur between the trip's start and end dates.

Users using Expense Assistant will only be able to have Expense Assistant automatically create calendar-based or trip-based expense reports, not both types of expense reports.

Business Purpose / Client Benefit: This feature automates more of the expense reporting process, to provide an easier end user experience.

**Planned Changes** Personalized Concur Open

Concur Open is the SAP Concur real-time service status dashboard, which displays 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.

In a future release, there will be new functionality added to Concur Open. Users will continue to access Concur Open and view Concur service availability. However, in addition, SAP Concur users will be able to log in to Concur Open and:

  • View service status for the services and the data center 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, including detailed root cause analysis information and the actions taken by SAP Concur for each incident

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status, and availability. Adding this 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** Support for Plain Text FTP to End on September 1st, 2018

SAP Concur announced the End of Support for plain text FTP to transfer data to and from SAP Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On September 1st, 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".

For more information, refer to the Plain Text FTP Retirement FAQ (English Only).

What This Means – The Client Experience: After September 1st, 2018, uploads of file types such as Employee, List, Attendee and other Import files as well as downloads of SAE and other Extract files that use Plain Text FTP will not be accepted via SAP Concur’s Filemover system. This will significantly impact client usage of SAP Concur products such as Concur Travel, Concur Expense, and Concur Invoice, as well as integration activities to customers’ financial systems. There will be no exceptions beyond September 1st, 2018.

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