November 2017 Invoice Professional Edition Admin Summary

Last Update: November 4 2017

Spend Categories

Spend Categories Now Available

Already available for Expense, Spend Categories is now also available for Invoice clients.

A spend category allows clients to define the overall category of spend with which the expense type is associated. In other words, a spend category consists of a group of expense types. The main purpose of spend categories is to categorize expense types in order to generate reports on these (the reporting part is scheduled for a future release).

Apart from being added manually, spend categories can also be imported through an expense type import spreadsheet in the Expense Type Import tool.

Business Purpose/Client Benefit: This feature provides clients with a more organized way of keeping track of on what money is spent.

Purchase Requests and Purchase Orders

Vendor Name Available as Default in Email Subject in PO Configuration

Invoice now provides an additional token, Vendor Name, for the default subject of the purchase order email transmitted to the vendor.

Business Purpose/Client Benefit: This feature makes it easier for clients to see the vendor of the purchase order when they go through their emails.

In-Product Messaging

In-Product Messaging for Europe

For quite some time, In-Product Messaging (IPM) within Concur products has been available for US customers.

The messaging that is presented to each US user is based on data provided by a well-known US-based "recommendation" engine. That engine, however, is not the best fit for the stricter laws in the European Union (EU). So, in an effort to comply with the EU laws, Concur developed its own recommendation engine for its In-Product Messaging System.

In mid-November, IPM will be enabled for all EU customers, using Concur's In-Product Messaging System. Also, since the new system provides a better all-around IPM experience, US customers will soon see IPM using the new system.

Just like today for US users – the content, timing, location, and frequency of a message are all defined by each message campaign and by the characteristics of each company and each user.

Release Calendar

The 2018 release calendar is available. The release calendar shows all of the monthly releases for 2018 as well as the release note schedule, Travel client presentations, and tradeshows.

Access the calendar here:

http://www.concurtraining.com/customers/tech_pubs/ReleaseCalendar/_ReleaseCalendar_client.htm(English Only)

Capture Processing

Vendor Match: Use Purchase Order Data to Match to Vendor

With this release, Capture Processing will now attempt to match a purchase order (PO) to a vendor automatically, using data included in the PO and the original invoice. This systematic matching is performed whenever a PO:

  • Is found to match the wrong vendor

  • Is found to match no vendor at all

  • Has its number, and thus its vendor match, changed in the system

Business Purpose/Client Benefit: This enhancement speeds the matching of the correct vendor to the purchase order.

Reprocessing Batches on Verification Page Now Available

With this release, the admin working with either the Client-Managed or the Concur-Managed version of Capture Processing can now perform the reprocess and recover tasks directly from theVerification page. This feature saves the admin time moving from the Verification page in order to perform this action, instead providing two familiar commands, Reprocess all Requestsand Recover all Requests, in the Actions menu of the Verification page.

Business Purpose/Client Benefit: This enhancement saves time when working with batch reprocess functionality.

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** 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".

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 - Professional Edition