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Change logs are now available for budget administrators. This means that budget administrators will be able to see who added, modified or deleted budget records, and who changed company budget configuration settings.

Budget admins can search on change logs by defining the following criteria:

• Budgets (overall budget changes) or Settings (changes in Budget Settings)

• Start and end date

• Who modified the budget or budget setting

• Description

• Business Purpose / Client Benefit: This enhancement provides budget administrators with the ability to see the change log for budget items as well as budget setting changes.

Budget administrators will now be able to perform bulk exports of budget data in the Budget Configuration area.

To create an export, budget admins must first select one of the following types of data:

• Budget Configuration: The type of budget data that will be exported by selecting this option consists of all the budget item data visible on the Budget Items page similar to when the budget admin clicks on Send to Excel.

• Budget Balances: The type of budget data that will be exported by selecting this option is the equivalent of what is available in the tile view of the Budget Dashboard. Budget owners can export their own and shared budgets by using the Send to Excel functionality whereas budget admins will be able to export all budgets for a given year with their balances from the Bulk Export window.

• Budget Adjustments: The type of budget data that will be exported by selecting this option is the equivalent of what is available when budget admins export budget adjustment by clicking More > Adjustments Import and Export in Budget Items. This option will not change with the new Bulk Export feature.

• Spend Items: The type of budget data that will be exported by selecting this option is the equivalent of the data the Budget Owner selects by clicking the Export Data button in the Budget Dashboard. Spend items across all budgets will be exported when budget admins select this option.

After budget admins have selected the type of data they want to export, they need to select the fiscal year of the budgets they want to export. Then, budget admins can filter budgets they want to export by budget category; they can select a specific budget category or all budget categories. Finally, when budget admins have selected the file type for the export, they can select if they want to receive an email once the export is ready to download.

Business Purpose / Client Benefit: This feature provides flexibility in how budget admins can extract budget data and will handle significantly larger amounts of data than the equivalent Send to Excel functionality and export options can. Budget admin will no longer need to act as proxies for budget owners or set themselves up as viewers on all budgets to export budget data.

With this release, the role for the Budget Approval step has changed from Budget Owner to Budget Approver in Workflows for clarification purposes.

Business Purpose / Client Benefit: This enhancement clarifies the role needed for the Budget Approval step.

SAP Concur released the Budget v4 API in April. 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 configured in the system so they can be referenced when posting a budget item with tracking field values.

• 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: The new Budget API enables users 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.

When a user signs into SAP Concur, if some products or services are unavailable while other products and services are up and running, a modified version of the user’s Home page appears, providing access to the products and services that are up and running.

Prior to implementing this improvement, if a user attempted to sign in to SAP Concur when one or more products or services was not available, a 503 (service unavailable) message appeared, the user’s Home page could not be accessed, and the user had to wait until all services and products were available before signing in to SAP Concur.

Business Purpose / Client Benefit: This enhancement enables users to complete tasks that rely on the products and services that are up and running even when other products and services might be unavailable.

Concur Expense

If a budget owner is also an approver, they can now click a link to open the Approvals page for expenses directly from the Budget Dashboard expense list in Pending Transactions.

Business Purpose / Client Benefit: This feature enables clients to open the Approvals page directly to approve a record of spend.

There are no planned changes this month.