Model Changes

With this release, there is a new preference-related field available for Expense.

DESCRIPTION: The new Expense Assistant Setting field allows clients to report on whether the Expense Assistant feature is enabled. The field can help clients understand the Expense Assistant adoption and usage rate for employees.

The new preference-related field for Expense is located in the following folder:

• Expense > Lists > Employee Information > Preferences

With this release, the Requested By field in the Purchase Order Request folder was updated so that the field now displays the full employee name associated with requested invoice, including the full first, middle and last names of the employee.

The updated field for Invoice is located in the following folder:

• Invoice > Purchase Order > Purchase Order Request

Localisation Changes

With the December release, Concur added support for Brazilian Portuguese, Czech and Spanish in the Analysis/Intelligence reports, model and archive.

As part of the January release, most of the remaining reports in the Analysis – Standard Reports folder for Analysis customers, and the Intelligence – Standard Reports folder for Intelligence customers were made available in Brazilian Portuguese, Czech and Spanish for users that have their content language set to Brazilian Portuguese, Czech and/or Spanish.

With the February release, the following reports in the Intelligence – Standard Reports folder are now available in Brazilian Portuguese, Czech and Spanish:

• Audit > Employee Audit Required Status
• Persona Dashboards > Department Manager Overview > Detail Reports > Credit Card Adoption Details

With the February release, the following report in the Analysis – Standard Reports folder is now available in Brazilian Portuguese, Czech and Spanish:

• Audit > Employee Audit Required Status

Also localised in the February release, the folder names for the folders in the Intelligence – Standard Reports and Analysis– Standard Reports folders are now available in Brazilian Portuguese, Czech and Spanish.

REPORTS NOT YET LOCALISED

Some of the reports in the Analysis – Standard Reports folder for Analysis customers and the Intelligence – Standard Reports folder for Intelligence customers are not yet available in Brazilian Portuguese, Czech and Spanish. Concur is aiming to complete the localisation of these reports in a future release.

Until these reports are localised, these reports will continue to display in US English.

The following reports in the Analysis – Standard Reports folder are not yet available in Brazilian Portuguese, Czech and Spanish:

• TripLink > TripLink Details by Traveller

The following reports in the Intelligence – Standard Reports folder are not yet available in Brazilian Portuguese, Czech and Spanish:

• Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Expense Claim Overview
• Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Overview
• Persona Dashboards > Department Manager Overview > Detail Reports > Average Life Cycle Details
• Persona Dashboards > Department Manager Overview > Detail Reports > Policy Exceptions by Employee Details
• Persona Dashboards > Invoice Management Overview > Dashboard - Invoice Management Overview
• Persona Dashboards > Spend Management Overview > Dashboard - Expense Spend Management Overview
• Spending > Executive Briefing Summary
• TripLink > TripLink Details by Traveller

MORE INFORMATION

For more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet.

Report Changes

Intelligence clients in the Japanese market can use the new Receipt Received Rate report to view the total number of receipts received, the number of receipts received by expense type and by employee and the number of expense claim entries that did not have a receipt associated with the entries.

The Receipt Received Rate report can help Intelligence clients evaluate the introduction of e-Bunsho timestamps and the e-Bunsho operation status after introducing e-Bunsho, as well as verify whether employees attached receipts.

REPORT OUTPUT

This report includes these columns:

• Employee Company
• Employee ID
• Employee
• Receipt Required Count
• Receipt Received Count
• Receipt Received Rate
• Employee Company Code
• Employee Division
• Employee Division Code
• Claim Legacy Key
• Claim ID
• Claim Name
• Sent for Payment Date/Time
• Entry Key
• Expense Type
• Transaction Date
• Supplier
• Payment Type
• Expense Amount (Reimbursement Currency)
• Reimbursement Currency

LOCATION OF THE REPORT

The report is located here:

• Intelligence - Standard Reports ‎> Market Specific Report > Japan

Intelligence clients in the Japanese market can use the new Receipt Viewed Rate report to view the number of receipts viewed by approver – distribution, approver – rank, approver, and employee division, and the number of expense claim entries that did not have the receipt associated with the entries viewed.

The Receipt Viewed Rate report can help Intelligence clients evaluate the introduction of e-Bunsho timestamps and the e-Bunsho operation status after introducing e-Bunsho, as well as verify whether employees attached receipts.

REPORT OUTPUT

This report includes these columns:

• Employee Company
• Workflow Step
• Rank
• Approver Employee ID
• Approver Employee Assigned to Step
• Receipt Received Count
• Receipt Viewed Count
• Receipt Viewed Rate
• Employee Company Code
• Employee Division
• Employee Division Code
• Employee ID
• Employee
• Header Claim Legacy Key
• Claim ID
• Claim Name
• Sent for Payment Date/Time JST
• Entry Legacy Key
• Expense Type
• Transaction Date
• Supplier
• Payment Type
• Expense Amount (Reimbursement Currency)
• Reimbursement Currency

LOCATION OF THE REPORT

The report is located here:

• Intelligence - Standard Reports ‎> Market Specific Report > Japan

The Manager Dashboard alert is now removed from Concur. With this update, the Manager Dashboard report is no longer automatically sent to BI Managers as part of the Actionable Analytics.

The Manager Dashboard report is still available in Intelligence. The report is located here:

Intelligence - Standard Reports ‎> Premium Dashboards > Actionable Analytics > Manager Dashboard

To continue receiving the Manager Dashboard report, BI Managers need to schedule the Manager Dashboard report.

WHAT THE ADMIN SEES

The Manager Dashboard check box is now removed from the Actionable Analytics Set Up tab in Reporting Configuration.

WHAT THE BI MANAGER SEES

The Manager Dashboard check box is now removed from the Notification Settings page (Profile > Profile Settings > Notification Settings) for BI Managers.

SCHEDULING THE MANAGER DASHBOARD

To schedule the Manager Dashboard report, a schedule needs to be added to the report view for the Manager Dashboard report in Cognos. A report view, named Report View of Manager Dashboard, may have been automatically created for BI Managers in their My Folders directory. If so, BI Managers just need to schedule this report view.

If the My Folders directory for BI Managers does not contain the Report View of Manager Dashboard, the BI Managers can create this report view, and then schedule the report view. We have included the steps for creating and scheduling a report view for the Manager Dashboard report in this topic.

To create a report view for the Manager Dashboard report:

1. In Cognos, navigate to Public Folders > Intelligence – Standard Reports > Premium Dashboards > Actionable Analytics > Manager Dashboard.
2. Click the Create a report view of this report icon for the Manager Dashboard report.
3. The New Report View wizard page opens.
4. Enter the report name, description and screen tip. The default location for the report is: Public Folders ‎> Intelligence - Standard Reports ‎> Premium Dashboards ‎> Actionable Analytics. It is best practice for BI Managers to save the report view to My Folders so that the view is only visible and available to the BI Manager.
5. In the Location section, click Select My Folders, and then click Finish. Clicking Finish creates a report view for the Manager Dashboard report on the My Folders tab.

To schedule the report view for the Manager Dashboard report:

1. Click the My Folders tab.
2. Click the Schedule icon for the Report View of Manager Dashboard.
3. The Schedule page opens.
4. Define the schedule for the Manager Dashboard report, and then click OK.

The UK VAT Dashboard, which was an active report, was converted into a normal Report Studio report. The dashboard was converted because the UK VAT Dashboard is a core report for specific markets.

SCHEDULING THE CONVERTED REPORT

If you currently have a schedule and report view defined for the active report version of the UK VAT Dashboard, be sure to update your schedule and report view to point to the new Report Studio version of the UK VAT Dashboard.

The new Report Studio version of the report has the same name as the original active report version of the report: UK VAT Dashboard.

LOCATION OF THE REPORT

The new Report Studio version of the report is located here:

• Intelligence - Standard Reports ‎> Tax
• Insight Premium - Standard Reports ‎> Tax

Other Changes

After the January release, the SAP Concur logo appeared in all Concur products.

With the February release, the SAP Concur logo now also appears in Cognos.

WHAT THE USER SEES IN COGNOS

The new SAP Concur logo is displayed in the upper-left corner of Cognos.

WHAT THE USER SEES IN CONCUR PRODUCTS

The new SAP Concur logo is displayed in the upper-left corner of each page.

Both the SAP and Concur logos appear in the footer.

If a Travel Management Company (TMC) has rebranded in the footer, in addition to the TMC logo, the SAP logo will appear.

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.

The run history details for all standard reports will be hidden after the February 2018 release as part of ongoing security improvements. Clients will still be able to view the run history for a report, just not the run history details.

In previous release notes, the release note indicated that clients would not be able to run active reports anymore from the Standard Reports folder once the run history for standard reports was hidden. Because only the run history details will be hidden, not the run history (which required changes to permissions), clients can continue running active reports from the Standard Reports folder even after the run history details are hidden.

WHAT THE USER WILL SEE

When a client clicks the View run history details button in the Actions column on the View run history page, the View run history details page will no longer be displayed. Clicking the View run history details button will open the following message:

The View run history details page is no longer accessible to prevent the display of potential personal and sensitive data.

A number of changes are planned for the Actionable Analytics alerts. Concur will be enhancing the Actionable Analytics platform to provide additional alerting capabilities in the future. Included in these changes is improving the readability of the emails and formatting them to better align with the other email messages sent out by Concur. A key focus will be making the emails more mobile-friendly and adding support for plain text messages.

PERCENT OF BUDGET

The Percent of Budget alert email will be enhanced to be mobile-friendly and to align with the format used for other Concur email messages.

CREDIT CARD TRANSACTIONS

The Credit Card Transactions alert email will be enhanced to be mobile-friendly and to align with the format used for other Concur email messages.

The Credit Card Transactions alert will also be split into two separate alerts. One for credit card transactions meeting or exceeding the transaction threshold, and one for credit card transactions associated with specific merchant category codes that are flagged for review.

Having two separate Credit Card Transactions alerts will provide BI Managers with more clarity about why they are receiving the alert, and provide additional flexibility regarding which alerts they want to receive.

IMPORTANT INFORMATION ABOUT THE UPDATES

With both the Percent of Budget and Credit Card Transactions alerts there will be no disruption when the alerts are moved to the new platform. Any BI Manager currently receiving these alerts will continue to receive the alerts; the alerts will simply be delivered using the new email format.

For more information about Actionable Analytics, refer to the Analysis/Intelligence: Actionable Analytics User Guide (English Only).

Last year, when in-product messaging was introduced in Europe, the feature included the ability for users to opt out of messaging.

Targeted for the March release, Concur will provide customers in the United States the ability to opt out.

This new feature will allow clients to control how long Concur stores their data based on who, when and where criteria.

Business Purpose / Client Benefit: This feature gives clients the ability to meet their specific compliance needs regarding data retention.

For clients who currently display the Privacy Agreement page to users, be aware that on 14 April, 2018, Concur will eliminate that page. That means the privacy agreement will no longer display under any circumstances. In addition, the options to customise the privacy agreement text and to apply policy (for example, to require that a user accept the privacy agreement) will be removed.

In a separate release, Concur will provide a standard privacy statement, which can be accessed via a link in the page footer.

This release note discusses the removal of the Privacy Agreement page and its associated configuration options. Information about the new Concur privacy statement will be provided in future release notes.

The intent of the change is to ensure that all customers see the same unmodified Concur privacy statement.

Client Notifications

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

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