Concur Invoice Standard Edition Administration Help

May 2017 Invoice Standard Edition Admin Summary

Last Update: June 2 2017

Purchase Requests and Purchase Orders

Vendor Name Now Available Search Option for Purchase Request Processors

Purchase request processors will now be able to search on vendor name when they search for specific purchase requests.

Business Purpose / Client Benefit: This enhancement makes it easier for clients to quickly find purchase requests from a specific vendor or set of vendors.

New Icon for Cost Object Approvers of Purchase Requests

With this release, Concur has added a new icon at the line item level of purchase requests that are part of the cost object approval workflow. This helps cost object approvers to easily see the purchase requests that they need to approve.

Business Purpose / Client Benefit: This enhancement will make it easier for clients to quickly find and approve purchase requests in cost object approval workflows.

PO Contact Name and Email Address Visible in Vendor Field

With this release, purchase request creators, purchase request approvers, and purchase request processors will be able to see the contact name and email address of the purchase order contact in the Vendor field of the purchase request. For purchase requests creators, this means in the New Item section when they create a purchase request and in the Request Items section of the opened purchase request in edit mode. For the purchase request approver, they will see it in the Request Items section of purchase requests in edit mode.

Business Purpose / Client Benefit: This enhancement will make it easier for clients to quickly find and contact the relevant contact person of the purchase order.

New Payment Manager User Permission Role

Clients now have the ability to assign a user a specific payment manager role to work solely with payment manager tasks. By doing this, clients will have more control over the payment management process by restricting access to the Payment Manager tool.

Business Purpose / Client Benefit: This feature increases security for clients by letting them set up a user to only perform specific payment manager tasks.

Onboarding

New Tour for Administrators

A quick tour is now available to administrators the first time they log in to Concur. The tour shows the administrators where to find the administration settings for customizing Concur for their company, where to find the Help, and where to set up their Concur users.

Business Purpose / Client Benefit: This enhancement helps administrators familiarize themselves with and get started using Concur.

Terminology

Terminology Change – Italian

In the May release, Concur changed the following Italian terms.

English Term

Previous Italian Term

Updated Italian Term

cash advance

anticipo di cassa

anticipo

line item

voce riga

voce

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Italian version of all Concur solutions.

Terminology Change – Swedish

In the May release, Concur changed the following Swedish term.

English Term

Previous Swedish Term

Updated Swedish Term

line item

radobjekt

radpost

Business Purpose / Client Benefit: This change improves accuracy and consistency of the Swedish version of all Concur solutions.

Terminology Change – Dutch

Beginning in the May release and over the next few months, Concur will be changing the following Dutch terms.

English Term

Previous Dutch Terms

Updated Dutch Term

vendor

leverancier / aanbieder / merchant / bedrijf

leverancier/ aanbieder

supplier

leverancier / aanbieder / bedrijf

leverancier

merchant

leverancier / merchant

handelaar

provider

leverancier / aanbieder / verstrekker / provider / verlener / uitgever

aanbieder

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Dutch version of all Concur solutions.

Terminology Change – Brazilian Portuguese

In the May release, Concur changed the following Brazilian Portuguese terms.

English Term

Previous Brazilian Portuguese Term

Updated Brazilian Portuguese Term

route

rota

trajeto

employee

empregado

funcionário

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Brazilian Portuguese version of all Concur solutions.

Invoice

Users Can Now Have Access to All Policy Groups

Users will now be able to have access to all policy groups as they manage payment requests in Invoice. In addition, users will be able to change the policy group if needed.

Business Purpose / Client Benefit: This feature gives clients the flexibility of providing users access to all policy groups for easier management of invoices.

Planned Changes

**Planned Changes** Enhanced Fiscal Calendar for Analysis/Intelligence

Concur is targeting to release the enhanced fiscal calendar for Analysis/Intelligence in July. A fiscal calendar allows organizations to define their accounting periods independent of the standard calendar year. Many organizations define their own calendars to model their financial reporting to reflect seasons in their business, to compare results with direct competitors, and to avoid the busy year-end season in January.

The new fiscal calendar will be available in the Setup Wizard, which is accessed by clicking Administration > Invoice Settings (or Expense & Invoice Settings) > Reporting Configuration.

**Planned Changes** Check for Missing Account Code Later in Workflow

Employees will be able to save, submit, and approve a payment request even if one or more account codes are missing for expenses in the payment request.

Currently, whenever an expense is saved, the system validates that an account code has been provided for the related expense type and adds that account code to the expense (a process not visible through the UI). If there is no account code associated with the expense, the expense cannot be saved.

With this update, the payment request can be submitted and approved. However the system will block the expense 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 Setup.

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. Account codes are now populated at a single, consistent point in the workflow.

**Planned Changes** Microsoft IE v.10 Browser Support Ends August 18, 2017

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products will end August 18, 2017. Concur strongly advises clients using IE v.10 to update to the latest IE browser version before that date, or to install and work with another supported browser.

Users still using IE v.10 will see a banner.

**Planned Changes** Support for TLS v 1.0 Encryption Protocol to End – DATE MOVED FOR THE US DATA CENTER

UPDATE: Please note these dates:

  • EU datacenter: Completed on Tuesday, April 4, 2017
  • US datacenter: MOVED TO Wednesday, July 12, 2017

Concur announces an End-of-Support cycle for version 1.0 of the TLS encryption protocol, continuing support for the more secure 1.1 and 1.2 versions of TLS. As background, the TLS protocol allows secure back and forth communications between a phone or computer and a cloud-based service.

Note that, since less than 1% of Concur users are logging in to Concur Solutions by using browsers or phones limited to version 1.0, a very small number of users are affected by this support discontinuation.

PLEASE NOTE NEW END DATE OF SUPPORT IS JULY

We have moved the date in order to give our clients ample time to understand and make the required manual changes to their browser's security settings. These changes will be detailed in an upcoming service release.

Business Purpose / Client Benefit: Concur is taking this step after careful consideration of both the client’s security and ease of upgrade to the newer, more secure 1.1 and 1.2 versions of TLS. This end-of-life plan for TLS v 1.0 ensures our clients are communicating with Concur services in a safe and secure manner using TLS v. 1.1 and later versions.

**Planned Changes** Quick Tips Section to be Removed from Concur Solutions Page

The Quick Tips section of the Concur Solutions home page (concursolutions.com) is targeted to be removed in the July service release.

Business Purpose / Client Benefit: This update simplifies the look-and-feel of the home page, making it easier to view and access the information on the page.

Client Notifications

Concur Non-Affiliated Subprocessors

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

Monthly Browser Certifications

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