Concur Invoice Professional Edition Administration Help

July 2018 Expense Professional Edition Admin Summary

Initial Post

Admin

Personalised Concur Open – Targeted for End of July

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

Targeted for the end of July, there will be new functionality added to Concur Open. Users can continue to access Concur Open and view Concur service availability; no functionality will be removed. However, with the release, SAP Concur users will be able to log in to Concur Open and:

  • View service status for the services and the data centre that are specific to their company
  • Access subscription options for updates about the incidents that affect 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 this new functionality will provide customers with a personalised view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

Processor Privacy Statement Link in Online Help

The Processor Privacy Statement link is available in the SAP Concur footer.

However, not all pages in SAP Concur display the footer. In this case, the user can return to the Home page and click the Processor Privacy Statement link there.

Also with this release, the Processor Privacy Statement link is available in online Help.

Data Retention

Permission Simplification

The minimum permissions required to configure retention periods for Concur Expense have been simplified. The Expense Configuration Administrator permission is no longer required by the Data Retention feature.

Before this change, the following permissions were required:
TabPermissionDescription
ExpenseData Retention Administrator (new role, shared)Can view and access the Data Retention link on the Company Administration page and will receive a 72-hour confirmation email of their configuration changes.
Expense Configuration Administrator (pre-existing role)Can access the Administration > Company menu where the Data Retention link is located.
Employee Administrator (pre-existing role, shared)Can access the User Administration page where the Hold and Purge buttons are located.
After this change, the following permissions are required:
TabPermissionDescription
ExpenseData Retention Administrator (new role, shared)Can view and access the Data Retention link on the Company Administration page and will receive a 72-hour confirmation email of their configuration changes.
Employee Administrator (pre-existing role, shared)Can access the User Administration page where the Hold and Purge buttons are located.

Business Purpose / Client Benefit: This change allows clients to delegate data retention configuration without conveying broader system authority.

Expense Pay - Global

(Canada) Additional Card Programme Now Supported for CAD

Expense Pay – Global for Expense now supports the following credit card programme for the Canadian Dollar (CAD $):

  • JP Morgan Chase MasterCard CAD

Business Purpose / Client Benefit: Businesses maintain best-practice tax compliance.

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.

Over the next year, customers will have the ability to preview and then opt in to NextGen Expense (as described in detail on the following pages) before the mandatory cutover date.

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.

Admin

**Planned Changes** Expense Assistant Can Create Trip-Based Expense Claims

Admins can now pre-configure Expense Assistant options.

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

With this enhancement, Expense Assistant can create either of two types of expense claims: calendar-based and trip-based. When Expense Assistant creates a trip-based expense claim, Expense Assistant will automatically create an expense claim based on a specific trip booked in Concur Travel, and will populate the expense claim 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 claims, not both types of expense claims.

The type of expense claims created by Expense Assistant will be defined at the group level.

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

Plain Text File Transfer Protocol (FTP)

**Planned Changes** Support for Plain Text FTP to End on 1 September, 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 1 September, 2018, SAP 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 SAP Concur Trust Platform.

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

Uploading Receipt Images

**Planned Changes** Support for Uploading HTML Ends September 2018

Users will no longer have the option to upload scanned images of receipts that are formatted as HTML files.

Users will continue to be able to upload receipt images that use the following file formats: PNG, JPG, JPEG, PDF, TIF and TIFF.

Business Purpose / Client Benefit: This change will allow SAP Concur to devote more resources to features that are used by many or most of our clients.

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 - Professional Edition