Model Changes

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

Description: The Data Source field allows users to report on the source of the mileage route information for car expenses.

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

• Expense > Expense Claims > Car Expenses

With this release, there are two updated audit date-related fields for Expense.

Description: The values for these fields now include the time with the date. For example, the Audit Start Date field value now indicates the date and time the audit started.

The updated audit date-related fields for Expense are located in the following folders:

• Expense > Audit Service > Concur Audit Service

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

Description: The Origin Source Key field was added to support the Unsubmitted Requests by Approver – Detail report. The report uses the field to filter out unnecessary data, like recurring invoices, from the report.

The new invoice-related field for Invoice is located in the following folder:

• Invoice > Payment Request Header Information > Keys

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

Description: These fields allow users to report on ticket status and booking record keys for ticket, air and rail segments.

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

• Travel > Reservation and Tickets > Keys
• Travel > Ticket Segments
• Travel > Ticket Segments > Keys
• Travel > Air Segments > Keys
• Travel > Rail Segments > Keys

Localisation Changes

With the May release, SAP Concur added support for Bulgarian, Croatian, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak and Turkish in the Analysis/Intelligence reports, model and archive, but the localisation of the model was not yet available to clients in these languages.

With the June release, the Analysis/Intelligence model now supports Bulgarian, Croatian, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak and Turkish.

MORE INFORMATION

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

With the June release, the localisation project for Analysis/Intelligence reports, model and archive is complete except for a handful of reports and folders that are still being localised. SAP Concur is targeting to complete the localisation of these folders and reports in the July release.

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

• TripLink > TripLink Details by Traveller

With the June release, the following reports in the Intelligence – Standard Reports folder are now 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 > 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

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 Bulgarian, Brazilian Portuguese, Croatian, Czech, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak, Spanish and Turkish.

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 Bulgarian, Croatian, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak and Turkish:

• Audit > Audit Summary by Employee
• Audit > Audit Summary by Question
• Audit > Employee Audit Required Status
• Invoice > Attendee Details
• Invoice > Top Invoice Supplier Spend – Summary

The following report in the Intelligence – Standard Reports folder is not yet available in Bulgarian, Brazilian Portuguese, Croatian, Czech, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak, Spanish and Turkish:

• Tax -> Australian Fringe Benefit Tax Details

The following reports in the Intelligence – Standard Reports folder are not yet available in Bulgarian, Croatian, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak and Turkish:

• Audit > Audit Summary by Employee
• Audit > Audit Summary by Question
• Audit > Employee Audit Required Status
• Expense Processing > Approver Statistics
• Invoice > Attendee Details
• Invoice > Top Invoice Supplier Spend – Details
• Invoice > Top Invoice Supplier Spend – Summary
• Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Overview
• Persona Dashboards/Department Manager Overview/Detail Reports > Credit Card Adoption Details
• Persona Dashboards/Department Manager Overview/Detail Reports > Future Trips Details
• Persona Dashboards/Invoice Management Overview/Detail Reports > Aging Payables - Details
• Persona Dashboards/Invoice Management Overview/Detail Reports > PO and Non-PO Spend - Details
• Persona Dashboards/Spend Management Overview > Dashboard - Expense Spend Management Overview
• Persona Dashboards/Spend Management Overview/Detail Reports > Policy Exception Details
• Premium Dashboards/Actionable Analytics > Manager Dashboard
• Premium Dashboards/Actionable Analytics > Manager Travel Expense and Budget Monitor Alert
• Spending > Executive Briefing Summary

MORE INFORMATION

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

Report Changes

To optimise functionality in support of the new Data Retention feature, SAP Concur is changing the retention period for saved report output in Cognos from six months to three weeks.

The retention period for saved report output is the length of time that the output from a Cognos report that was executed is saved for a client to access. Once this update occurs, after three weeks, clients will need to run a report again to save the current report output since any saved report output data older than three weeks will be deleted.

This update will occur sometime between the June release, 16 June 2018, and the July release, 14 July 2018.

With the localisation of the reports in the Standard Reports folder, the reports in the International Reports are now obsolete. Sometime between June release, 16 June 2018, and the July release, 14 July 2018, the International Reports folder and its reports will be removed from the Standard Reports folder.

When the folder is deleted, any schedules clients have created for reports in the International Reports folder will also be removed. Clients will need to create schedules for the equivalent version of the reports in the Standard Reports folder.

LOCATION OF THE FOLDER

The folder is located here:

• Analysis - Standard Reports > International Reports
• Intelligence - Standard Reports ‎> International Reports

The Unsubmitted Requests by Approver – Detail report was updated to now exclude recurring invoices from the report results. With this update, the Origin Source Key field was added to the report to filter out recurring invoices from the report. The field is not displayed on the report, but when the Origin Source Key field value for a payment request entry is Recurring Invoice, the recurring invoice will be excluded from the report.

LOCATION OF THE REPORT

The report is located here:

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

Other Changes

The description of the Credit Card Transaction alert on the Actionable Analytics Set Up tab on the Reporting Configuration page was updated to include information about merchant category codes. This update is targeted to occur sometime between the June release, 16 June 2018 and the July release, 14 July 2018.

This enhancement only applies to the description text on the Actionable Analytics Set Up tab. Even though the reference to the merchant categories was removed from the description in the May release, the alert continued to be triggered when credit card transactions were made at a merchant associated with one of the merchant codes that are flagged for review.

WHAT THE ADMIN SEES

The Credit Card Transactions alert description is updated on the Actionable Analytics Set Up tab.

Description from the May release:

Credit Card Transactions

Send an email alert to BI Managers when a credit card transaction is equal to or greater than a threshold amount specified in your reporting currency of [your organisation's reporting currency].

New Description:

Credit Card Transactions

Send an email alert to BI Managers when a credit card transaction is equal to or greater than a threshold amount specified in your reporting currency of [your organisation's reporting currency] or belongs to a certain merchant category.

MORE INFORMATION

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

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:

Europe has very specific user-consent requirements for cookies. There are two types of consent when allowing cookies to be saved on the user's computer. As described on the following pages, each country decides which option to use. The options are:

• Active consent: The user actively agrees to allow cookies. In this case, SAP Concur is required to obtain user consent before saving any cookies on a user's computer.
• Passive consent: The user does not disallow cookies.

Each country decides which option it wants to use.

Business Purpose / Client Benefit: These changes keep SAP Concur in compliance with global privacy requirements.

The May release notes included an item named New Cookie Preferences Link in the SAP Concur Footer. It describes cookie-related process changes that were introduced in the May 12 release because of specific consent regulations in Europe.

To ensure that SAP Concur properly responds to the regulations, SAP Concur has enlisted the assistance of TrustArc, a global privacy and data governance provider. Please ensure that your organisation's IT (or similar) department adds TrustArc to its whitelist, so TrustArc can properly monitor and manage these processes.

TrustArc must be whitelisted by domain – not IP – since the IP is variable. Please whitelist these domains:

• trustarc.com
• prefmgr-cookie.truste-svc.net

Business Purpose / Client Benefit: Whitelisting ensures that TrustArc has the proper access to manage consent regulations on behalf of SAP Concur.

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.

Concur Open is the SAP Concur real-time service status dashboard, which displays 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.

In a future release, there will be new functionality added to Concur Open. Users will continue to access Concur Open and view Concur service availability. However, in addition, SAP Concur users will be able to log in to Concur Open and:

• View service status for the services and the data centre 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, including detailed root cause analysis information and the actions taken by SAP Concur for each incident

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 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.

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 – targeted for July – SAP Concur will add the Processor Privacy Statement link to online Help.

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