Concur Invoice Professional Edition Administration Help

December 2019 Analysis/Intelligence 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.

Model Changes

New Folder and Fields: Reporting Segments

With this release, there is a new travel-allowance-related folder and fields for Expense.

Description: The new fields in the new Reporting Segments folder will allow users to report on the reporting group and the reporting segments for the fixed travel allowance calculations. These fields were added to the model for use with a planned future feature.

The new travel-allowance-related folder and fields for Expense are located in the following folder:

  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Reporting Segments
New Fields: Has Timestamp and Has Timestamp Flag

With this release, there are new digitised receipts-related fields for Expense.

Description: The new Has Timestamp and Has Timestamp Flag fields allow users to report on whether a digitised receipt has a timestamp.

The new digitised receipts-related fields for Expense are located in the following folders:

  • Expense > Digitised Receipts
  • Expense > Digitised Receipts > Keys
New Field: Booking Employee Email Address

With this release, there is a new trip-related field for Travel.

Description: The new Booking Employee Email Address field allows users to report on the email address of the employee that booked a trip (trip arranger).

The new trip-related field for Travel is located in the following folder:

  • Travel > Trips

Report Changes

Updated Reports: Travel Summary and Car Rental Expense Exceeds Reserved Amount

On the Travel Summary report, the calculations for the Total Hotel Spend and Total Car Spend columns were updated to use the Booking Total (reporting currency) field in the calculations to ensure the calculations include the applicable taxes.

On the Car Rental Expense Exceeds Reserved Amount report, the calculation for the Reserved Amount column was updated to use the Booking Total (reporting currency) field in the calculation to ensure the calculation includes the applicable taxes.

The Total Hotel Spend, Total Car Spend and Reserved Amount columns now use the following expression in their calculations:

[Travel].[Reservations and Tickets].[Booking Total (reporting currency)]

LOCATION OF THE REPORTS

The Travel Summary report is located here:

  • Analysis - Standard Reports > Spending
  • Intelligence - Standard Reports ‎> Spending

For more information about the Travel Summary report, refer to the Chapter 19: Folder – Spending in the Standard Reports by Folder guide (English Only).

The Car Rental Expense Exceeds Reserved Amount report is located here:

  • Analysis - Standard Reports > Supplier
  • Intelligence - Standard Reports ‎> Supplier

For more information about the Car Rental Expense Exceeds Reserved Amount report, refer to the Chapter 24: Folder – Supplier 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)

File Transfer Updates: New SAP Concur IP Address (EMEA) (23 November, 2019)

This release note is intended for technical staff responsible for file transmissions with SAP Concur. For our customers and suppliers participating in data exchange through various secure file transfer protocols, SAP Concur is making changes that provide greater security for those file transfers.

SAP Concur changed the IP address for st-eu.concursolutions.com from 84.14.175.233 to 46.243.56.11 on 23 November 2019.

Clients whose file transfers protocols use the SAP Concur DNS endpoint (st-eu.concursolutions.com) to connect are not impacted by this change.

Clients who connect via IP address need to connect to the SAP Concur DNS endpoint (st-eu.concursolutions.com) or the new IP address.

SAP Concur recommends connecting to DNS endpoint st-eu.concursolutions.com to avoid connection issues if the SAP Concur IP address changes again in the future.

This announcement pertains to the following file transfer DNS endpoint:

  • st-eu.concursolutions.com

Business Purpose / Client Benefit: This change provides greater security for file transfers.

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.

There are no Analysis/Intelligence-specific planned changes this month.

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