Concur Invoice Professional Edition Administration Help

January 2019 Analysis/Intelligence Professional Edition Admin Summary

Initial Post

Model Changes

New Fields: Travel Rule and Violation Rule Key

With this release, there are new travel-rule-related fields for Travel.

Description: The new Travel Rule and Violation Rule Key fields allow users to report on the travel rule that required a traveller to select a travel policy violation/exception reason. These fields can help travel managers determine which travel rules travellers are violating the most.

The new travel rule-related fields for Travel are located in the following folders:

  • Travel > Rule Violations
  • Travel > Rule Violations > Keys
New Field: Deleted Flag

With this release, there is a new expense type policy-related field for Configuration.

Description: The new Deleted Flag field provides a way for users to include or exclude deleted expense type policies from their custom claims.

The new expense type policy-related field for Configuration is located in the following folder:

  • Configuration > Expense Type & Categories, Payment Types > Policies

Report Changes

Updated Reports: Expense Accrual Reports

The Countries prompt on the Prompts page for the Expense Accrual and Expense Accrual by Date Range reports has been updated to include a new selection - blank. When the blank selection is selected, the reports will include records that do not have a value in the Country field.

WHAT THE USER SEES

On the Prompts page, the blank selection is now available in the Countries prompt list.

LOCATION OF THE REPORTS

The Expense Accrual and Expense Accrual by Date Range reports are located here:

  • Analysis - Standard Reports ‎> Accrual
  • Intelligence - Standard Reports ‎> Accrual

For more information about the Audit Summary by Employee and Audit Summary by Question reports, refer to Chapter 2: Folder – Accrual in the Standard Reports by Folder guide (English only).

Other Changes

Enhancements to the Standard Reports by Folder Guide

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:

Passengers

Data Item Label

Data Item Name

Data Item Expression

Data Item Description

Purchased By

<Purchased By>

[Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name]

Legal first and last name for the travelling employee (for example, John Smith)

Booked By

<Booked By>

[Travel].[Trips].[Booking Employee]

Name of the employee who booked the trip (last name, first name format)

Passengers

<Passengers>

[Travel].[Trip Passengers].[Passenger]

Employee taking the trip (last name, first name format)

Is Primary?

<Is Primary ?>

[Travel].[Trip Passengers].[Is Primary]

Shows if the employee is the primary traveller (Yes/No format)

Insight Premium Product Retired 31 December 2018

SAP Concur retired 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.

WHAT THE USER WILL SEE

Now that Insight Premium is retired, on the Reporting tab in SAP Concur, Insight Premium is replaced with Intelligence.

CONFIGURATION / FEATURE ACTIVATION

The change will occur automatically; there are no additional configuration or activation steps.

**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender List

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

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services throughout the first quarter of 2019. Please monitor the release notes for more information about the timing of the additional changes.

**Ongoing** Updated Email Format

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.

Other Changes | **Planned Changes** Archive Deactivated User Data

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.

Other Changes | **Planned Changes** New SAP Concur Sign In Page

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

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 Concur monthly release notes, accessible from What's New - Professional Edition