Concur Invoice Professional Edition Administration Help

January 2020 Budget Professional Edition Admin Summary

Initial Post

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

Budget Item Send to Excel Functionality Changed

Clients who use the Send to Excel functionality in Budget Items will now see that the filter for fiscal year is honoured, so that only those budgets for the selected fiscal year are sent to Excel instead of all budgets.

Business Purpose / Client Benefit: This enhancement provides more relevant information for the clients when they export data.

Concur Expense and Concur Request

Budget Insight (Legacy) Retired 31 December

Budget Insight was a budget management tool that retired 31 December 2019. Clients who want to use budget functionality are recommended to implement the new Budget product.

Business Purpose / Client Benefit: The retirement of Budget Insight provides clients with the opportunity to implement the new Budget product, which gives greater value to clients by making budgets visible, actionable and near real-time.

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 January 2020 Shared Planned Changes Professional Edition Admin Summary.

All Products

**Planned Changes** Budget v4 API Available Soon Available

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