Concur Invoice Professional Edition Administration Help

February 2020 Budget Professional Edition Admin Summary

Update #1

Release Note Summaries

The items in this section are summaries of the release notes for this month. The Professional Edition release notes are accessible from What's New - Professional Edition.

All Products

Adding Adjustments Now Available for Budget Owners

To give budget owners more control over their budgets and to make budget admins work more efficiently, SAP Concur now enables budget owners to add adjustments to their own budgets from the Budget Dashboard.

Business Purpose / Client Benefit: This feature gives budget owners more control over their budgets by enabling them to make budget adjustments.

Budget Approval Workflow Behaviour Changed (18 Jan, 2020)

Previously for Budget, the budget approval workflow step was skipped if an approver had already approved a budget. With the January release, a workflow option controls whether a budget approval workflow is skipped.

If the admin selects the Include the Budget Approval step option on the Workflows page, the budget approval workflow step is skipped, but if the option is not selected, then the step is not skipped.

Business Purpose / Client Benefit: This enhancement gives clients more choice and control over the budget workflow approval process.

Planned Change Summaries

The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

IMPORTANT: These Planned Changes may not be all of the upcoming enhancements and modifications that affect this SAP Concur product or service. The Planned Changes that apply to multiple SAP Concur products and/or services are in a consolidated document. Please review the additional Planned Changes admin summaries available in the February 2020 Shared Planned Changes Professional Edition Admin Summary.

All Products

**Planned Changes** Audit Trails for Budget

In a future release, audit trails will be available for Budget. Audit trails provide information on actions that the budget owner and the admin have taken for a specific budget item.

Business Purpose / Client Benefit: The Audit Trail feature gives clients visibility into edits that have been made and settings that have been changed.

**Planned Changes** Budget v4 API Available Soon

SAP Concur will be releasing the Budget v4 API for partner and client use in a future release. Budget v4 provides the following features:

  • Fiscal Calendar: This API can GET, POST and DELETE fiscal years and periods similar to the Fiscal Calendar UI in Budget Configuration.

  • Budget Category: This API can GET, POST and DELETE budget categories, and GET all expense types of a budget category.

  • Budget Items: This API can GET, POST and DELETE budget items, including details such as period amounts, budget item tracking fields (cost objects), budget viewers, managers and approvers.

  • Budget Tracking Field: This API can GET all budget tracking fields.

  • Budget Adjustment: This API can POST budget adjustments.

  • Global availability: Budget v4 API is supported in all SAP Concur data centres.

Business Purpose / Client Benefit: This new budget API enables clients (and partners) to integrate Budget with their ERP and HR systems to automate budget configuration and maintenance as well as importing external transactions not captured via SAP Concur through budget adjustments.

Client Notifications

The items in this section provide reference material for all clients.

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