Model Changes

With this release, there is a new expense claim-related field for Expense.

Description: The new Payment Confirmation Date field allow users to report on the date an expense claim payment was confirmed.

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

• Expense > Expense Claims > Claim Dates and Statuses

With this release, there is a new purchase order-related field for Invoice.

The new Invoice PO Matching Exception Count field allows users to report on the number of invoices to purchase order (PO) matching exceptions. This field can help users determine which invoices have PO matching exceptions and require intervention by an accounts payable specialist.

The new purchase order exception-related field for Invoice is located in the following folder:

• Invoice > Payment Request Header Information > Exception & Approval Summaries

Report Changes

The Workflow Aging – Details and Workflow Cycle Times reports have been updated to allow filtering for invoices with attached purchase orders and also to include invoice to purchase order matching exceptions on the report output.

With this update, a new report prompt, PO Attached, and a new column, Invoice PO Matching Exceptions, have been added, and the Exceptions column was renamed to Invoice Header Exceptions on the following reports in the Invoice folder:

• Workflow Aging – Details
• Workflow Cycle Times – Details
• Workflow Cycle Times – Summary by Manager
• Workflow Cycle Times – Summary by Processor

REPORT PROMPT CHANGES

The PO Attached prompt is added to the Prompts page for the reports.

REPORT CHANGES

On the Workflow Aging – Details report, the Invoice Header Exceptions and Invoice PO Matching Exceptions columns are added to the report.

On the Workflow Cycle Times reports, the Exceptions column is renamed to Invoice Header Exceptions and the Invoice PO Matching Exceptions column is added to the reports.

LOCATION OF THE REPORTS

The Workflow Aging Details report is located here:

• Intelligence - Standard Reports ‎> Invoice

The Workflow Cycle Times reports are located here:

• Analysis - Standard Reports ‎> Invoice
• Intelligence - Standard Reports ‎> Invoice

For more information about the Workflow Aging – Details and Workflow Cycle Times reports, refer to Chapter 12: Folder – Invoice in the Standard Reports by Folder guide (English only).

With the November release, several improvements were made to the Australian Fringe Benefit Tax Analytics Dashboard.

The current Australian Fringe Benefit Tax Analytics Dashboard provides Fringe Benefits Tax (FBT) estimates for the 50/50 and Actual Method. However, the report does not include possible minor benefit tax exemptions, which could account for considerable tax savings for the Actual Method calculation. The new enhancements to the dashboard calculate the potential minor benefit tax exemption and the effect on Actual Method calculations to give Australian clients a more accurate estimate of their FBT.

The dashboard's user interface was redesigned to provide a more user-friendly, consistent and streamlined user experience, making it easier to quickly identify and consume important data.

The updates include visuals and data for minor benefit exemptions, including using the Actual Method with Minor Benefit Exemption calculation in the tax method comparison and indicating how many expense entries qualify for the minor benefit exemption.

Part of the updates also include the removal of budget information from the dashboard. SAP Concur determined the budget information did not provide additional value to the dashboard.

INFORMATION ABOUT THE MINOR BENEFIT EXEMPTION CALCULATION

The minor benefit exemption calculation is based on the expense type selection(s) made in the Minor Benefit Exemption Expense Type prompt on the Prompts page.

• If the minor benefit exemption expense (based on expense type selection) is over $300 AUD, the expense is NOT exempt and should be included in the Actual Method with Minor Benefit Exemption calculation.
• If the minor benefit exemption expense (based on expense type selection) is under $300 AUD and it meets either criteria A OR criteria B listed below, then the expense is NOT exempt and should be included in the Actual Method with Minor Benefit Exemption calculation.

  Criteria A - For an employee/attendee combination, there are more shared minor benefit expenses than the number of expenses entered by the reporting user in the Maximum Number of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt. This prompt defaults to 7 per expense type.

  Criteria B - For an employee/attendee combination, the total amount of shared minor benefit expenses is greater than the amount entered by the reporting user in the Maximum Amount of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt. This prompt defaults to $1,000 AUD per expense type.

• If the minor benefit expense (based on expense type selection) is under $300 AUD and it does not meet either criteria A OR B, then it is a minor benefit exemption. The expense should be totalled as a minor benefit exemption and subtracted from the Actual Method with Minor Benefit Exemption calculation.

REPORT PROMPT CHANGES

A number of changes were made to the Prompts page. The Budget Amount and Minor Benefit Exemption prompts were removed, and there are four new prompts on the Prompts page:

• Minor Benefit Exemption Expense Type
• Maximum Number of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation

  The Maximum Number of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt defaults to 7 per expense type.

• Maximum Amount of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation

  The Maximum Amount of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt defaults to $1,000 AUD per expense type.

• Top Spenders by Employee or Attendee

  The Top Spenders by Employee or Attendee prompt determines whether the Top Spenders by Employee or Top Spenders by Attendee section is displayed on the dashboard. When Employee is selected, the Top Spenders by Employee section is displayed. When Attendee is selected, the Top Spenders by Attendee section is displayed.

REPORT CHANGES

With the November release, each section of the Australian Fringe Benefit Tax Analytics Dashboard was updated. The changes are described by section.

The Tax Method Comparison section was renamed to Fringe Benefit Tax Methods. The section still displays the 50-50 versus Actual tax method comparison, but now also includes the Actual Method with Minor Benefit Exemption field amount in the comparison. The green text still indicates which method provides the greatest tax savings and the total savings amount.

With this update, the section now also includes the Minor Benefit Exemption field amount, and the number of expense entries that qualify for the minor benefit exemption displayed in the Entry Count field. Clicking the number displayed in the Entry Count field drills down to the Australian Fringe Benefit Tax Details report.

The Fringe Benefit Tax section was removed from the Australian Fringe Benefit Tax Analytics Dashboard because SAP Concur determined the section did not provide additional value to the dashboard.

The Meal Spend By Attendee Type section was renamed to Spend By Attendee Type. No changes were made to the data displayed in this section. Only the section's name and user interface were updated.

The Trend Performance section now includes visuals for the Actual with Minor Benefit Exemption field values, and budget information was removed from the graph, including the label, Liabilities and Budget, which was renamed to Liabilities.

The Top Expense Types section was renamed to Top 5 Expense Types, and the section's report format was changed to a pie chart format. The chart displays the top five expense types that contribute the most to the fringe benefit spend. The pie chart displays a key for the top five expense types, and for each expense type, the Total Approved Amount associated with the fringe benefit spend.

The Top Employee Spenders section was renamed to Top Spenders By Employee. The Top Spenders By Employee section lists the top 10 employee spenders and the tax calculations for each tax type. This section now includes the tax calculations for the Actual Liabilities with Minor Benefit Exemption field. This section is displayed on the dashboard when Employee is selected in the Top Spenders by Employee or Attendee prompt on the Prompts page.

The Top Spenders By Attendee section is a new section that lists the top 10 attendee spenders and the tax calculations for each tax type. This section is displayed on the dashboard when Attendee is selected in the Top Spenders by Employee or Attendee prompt on the Prompts page.

The Top Expenses By Attendee Type section was renamed to Top 10 Expense Types By Attendee Type. The Top 10 Expense Types By Attendee Type section lists the attendee type breakdown for the top 10 expense types and the tax calculations for each tax type. The section now includes the tax calculations for the Actual Liabilities with Minor Benefit Exemption field.

LOCATION OF THE REPORT

The report is located here:

• Intelligence - Standard Reports ‎> Tax

For more information about the Australian Fringe Benefit Tax Analytics Dashboard, refer to the Chapter 20: Folder – Tax in the Standard Reports by Folder guide (English only).

The Australian Fringe Benefit Tax Details report was updated to indicate which expenses qualify for minor benefit tax exemptions under the "Actual" method of valuing entertainment. This update can help clients save time by determining which expenses qualify for minor benefit tax exemptions so that clients do not have to manually calculate the taxable amounts for their company's expenses.

REPORT PROMPT CHANGES

The Minor Benefit Exemption Amount prompt was removed, and there are three new prompts on the report's Prompts page:

• Minor Benefit Exemption Expense Type
• Maximum Number of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation

  The Maximum Number of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt defaults to 7 per expense type.

• Maximum Amount of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation

  The Maximum Amount of Shared Employee & Attendee Expense Entries for Minor Benefit Exemption Calculation prompt defaults to $1,000 AUD per expense type.

REPORT CHANGES

The Expense ID and Actual Method with Minor Benefit Exemption Amount columns are added to the report.

If an expense qualifies for a minor benefit exemption under the "Actual" method of valuing entertainment, the Actual Method with Minor Benefit Exemption Amount column defaults to 0.00. If not, the value in the Actual Method with Minor Benefit Exemption Amount column for the expense will be the same as the tax amount value in the Actual column.

For more information about the minor benefit exemption calculation, refer to the Minor Benefit Exemption Calculation section in the previous Updated Report: Australian Fringe Benefit Tax Analytics Dashboard release note in this topic.

LOCATION OF THE REPORT

The report is located here:

• Intelligence - Standard Reports ‎> Tax

For more information about the Australian Fringe Benefit Tax Details report, refer to the Chapter 20: Folder – Tax in the Standard Reports by Folder guide (English only).

Other Changes

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

SAP Concur is transitioning to a new email infrastructure for outbound email from our products to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add the new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.

Concur Expense Only: Be aware that – at this time – the issue described here affects only companies that use Concur Expense and filter incoming email based on IP addresses. (This includes all editions of Expense – whether the company uses Expense by itself or integrated with any other SAP Concur product or service.) Other SAP Concur services (such as Travel and Concur Pay) are not currently affected.

We are currently targeting the first quarter of 2019 to make additional changes. Be aware that all affected companies will be notified well ahead of time and will be provided all possible options for managing this issue.

SAP Concur is in the process of updating the format of all email notifications. These changes will provide a fresher, consistent look and feel across all SAP Concur services.

Business Purpose / Client Benefit: The intent is to provide a consistent, updated look for users.

IMPORTANT!

Note the following:

• Be aware that the email content has not changed – just the look and feel.
• The changes will appear over time. Each product team (Expense, Invoice, Travel, etc.) decides when to use the new format. Timing will be based on resource availability and the priority of other scheduled enhancements.
• Do not expect that all product emails will change at the same time. For example, perhaps Expense approval email will be first, and then other Expense notifications will follow.
• There is no assigned end date to the project. Expect that the changes may take longer than a year.
• Each team will provide release notes when their new emails are scheduled to 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.

As SAP Concur continues to grow, steps must be taken to enhance and improve the performance of our system so that we can meet customer expectations and the needs of their business.

Our overall goal is to significantly improve the performance of SAP Concur services by reducing the amount of data that is stored in our Production datastore. By reducing the data in the Production system, we can use server memory much more efficiently, which reduces processing time for transactions. For this reason, SAP Concur is developing an archive process for users who have been deactivated by their employers for at least three years. The archive process moves this "deactivated" user data from our Production datastore to a separate Reporting datastore.

Business Purpose / Client Benefit: Moving deactivated user data will provide faster processing time for transactions. In addition, it provides a more secure environment for inactive users' personal information.

IMPORTANT!

We are currently piloting the process and evaluating the results. Our goal is to ensure that customers are not negatively affected, that we have considered all pertinent scenarios and that the archiving process provides the desired results.

There is no target date for the implementation of this new process. We will announce via release notes well ahead of time.

SAP Concur plans to retire our Insight Premium product on 31 December 2018.

Insight Premium is a reporting product that was offered briefly, but has not been offered or updated for several years. Concur Intelligence contains the functionality originally offered with Insight Premium.

All the Insight Premium reports already exist in the Public Folder > Intelligence – Standard Reports folder in Intelligence, with most of the reports being located in the Premium Dashboards folder (Public Folders > Intelligence – Standard Reports > Premium Dashboards).

The Australian Fringe Benefits Tax reports and the UK VAT report are located in the Tax folder (Public Folders > Intelligence – Standard Reports > Tax).

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our Intelligence product whose functionality, innovation and value now exceeds that of our legacy product.

UPDATING REPORT VIEWS AND SCHEDULES

If users have existing report schedules based on views pointing to the reports in the Insight Premium folder, before Insight Premium is retired, users need to modify their report views to point to these reports in the Intelligence – Standard Reports folder.

To schedule a report, a schedule needs to be added to the report view for the report in the Intelligence – Standard Reports folder in Cognos. A report view, named Report View of [report name], may have been automatically created for an Insight Premium report in their My Folders directory or the company's Public Folders directory. If so, users just need to schedule this report view for the Intelligence – Standard Reports folder version of the report.

If the My Folders or the company's Public Folders directory does not contain the Report View of [report name], the user can create the report view for the report located in the Intelligence – Standard Reports folder, and then schedule the report view.

We have included the steps for creating and scheduling a report view for the Executive Overview report located in the Intelligence – Standard Reports > Premium Dashboards folder in this release note as an example of how to create a report view and schedule the report view.

To create a report view for the Executive Overview report

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

To schedule the report view for the Executive Overview report

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

WHAT THE USER WILL SEE

When Insight Premium is retired, on the Reporting tab in Concur, Insight Premium will be replaced with Intelligence.

CONFIGURATION / FEATURE ACTIVATION

Concur is initiating communication with clients currently using the Insight Premium product to plan migrations to one of our Intelligence product offerings.

Additional information will be available in future release notes.

SAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with a user name and password credentials. Current Single Sign-On (SSO) users will log in without having to enter additional credentials. This feature is planned for 2019.

The new Sign In page feature includes the following:

• Two-step login: provides enhanced security, meets current industry standards and provides a better login success rate
• Multi-account login: allows administrators to log in with multiple accounts
• Password hint removal: provides better security for users and SAP Concur
• User avatar: enhances the user experience (planned for a future release)

Business Purpose / Client Benefit: This feature provides better security and a faster, convenient experience for users logging in to SAP Concur products and services.

Client Notifications

The list of non-affiliated subprocessors is available here: SAP Concur list of 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