Cards

Clients using Envestnet Yodlee FastLink to link their personal card account from within any of the Expense service editions will now see a new look when doing so. Yodlee's FastLink version 4 is now available, and its intuitive user interface will guide the client through the process of connecting their financial account to their Expense Profile quickly and securely.

The account linking experience provided by FastLink includes the following features:

• Ability to search for sites

• Ability to enter the credentials required to access accounts, including user name and password, and provide responses to authentication mechanisms such as security questions and tokens

• Help messages and tips to assist in entering credentials

• Success page on completion of site linking

• Continuous updates to capture any changes in authentication requirements at the end sites

• Ability to remove accounts from the linking process

Business Purpose/Client Benefit: This feature brings the latest Envestnet Yodlee FastLink version to all Expense editions, ensuring a quick and easy account linking experience that is secure as well.

NextGen UI

The continued evolution of the Concur Expense solution user interface experience is the result of thoughtful design and research that provides a modern, intuitive and streamlined experience for creating and submitting expense claims.

Concur Expense customers are now strongly encouraged to preview and then move to the NextGen UI well before the automatic transition date of 1 October, 2022.

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

This change is part of the NextGen UI experience.

The Favourites feature for Japan Public Transport (JPT) on NextGen UI is now available. JPT on NextGen UI users can create, edit, save and select a route from Favourites in Concur Expense. In addition, a Save and Add Another button is available on an expense claim, giving users the ability to add additional expenses.

Japan Public Transport on NextGen UI is the only service that enables users to expense rail and bus travel in Japan using the NextGen UI. The ability to request and expense public transport is critical to the Japan market. A typical Japanese citizen makes multiple journeys per day and, in total, public transport represents 55% of all expenses in Japan.

Business Purpose/Client Benefit: JPT on NextGen UI users now can access the Favourites feature in Concur Expense.

Site Settings

A new site setting, Enable Report Number for Expense Accounting Extracts, will be available in an upcoming release in Q1 of 2022 for all Concur Expense accounting extract file types. This setting lets the client elect to extract the Report Number field data instead of the Report Key field data by changing the extract output to include one and not the other. This change is reversible and can affect up to no more than 5 same-type extracts at the client site.

The result of this change is to extract the report number data in preference to the report key data, benefiting the client by including more meaningful output and aligning the extract process with future release improvements.

This functionality supports different accounting extracts, for example:

• Standard Accounting extract v.2

• Standard Accounting extract v.3

• Expense Pay/Employee Reimbursement extract

• Informational extract

• Any customised accounting extract that incorporates the Claim Key field

Business Purpose/Client Benefit: This feature prepares the client who is using accounting extracts for a change to field availability and supports future feature enhancements for extracts.

Travel Allowance Service

This change is part of the NextGen UI experience.

SAP Concur has developed a new strategy for calculating border crossing location for foreign rate determination. This location determination strategy uses border crossing times and considers the appropriate time zone. The default border crossing date/time is adopted from the start or departure date/time at your start or departure location for outbound legs, and from the arrival or end date/time at your arrival or end location for inbound legs (coming back to home country).

This configuration is applicable for meals and incidentals.

Business Purpose/Client Benefit: This configuration maintains best practices for statutory configuration.

NextGen UI

This change is part of the NextGen UI experience.

Japan Public Transport (JPT) on NextGen UI is the only service that enables users to expense rail and bus travel in Japan using the NextGen UI. The ability to request and expense public transport is critical to the Japan market. A typical Japanese citizen makes multiple journeys per day and, in total, public transport represents 55% of all expenses in Japan.

Existing (legacy) JPT 1.0 clients will now be able to transition to JPT on NextGen UI, the new version of JPT 1.0. Global customers can anticipate migrating to JPT on NextGen UI in March 2022; the tentative date for Japan clients is April 2022.

Business Purpose/Client Benefit: Existing (legacy) JPT 1.0 users will be able to migrate to JPT on NextGen UI to reap the benefits of the latest version.