Concur Invoice Professional Edition Administration Help

March 2018 Invoice Professional Edition Admin Summary

Last Update: 17 March 2018

Purchase Requests

No Validation Check on Need by Date on Purchase Request Line Items

Previously, if clients had, for example, three line items on a purchase request for the same supplier, and one of the dates was different, they would receive a message stating all three dates need to be the same and then the system would change the dates so that the Need by Date was the same for all line items. With this release, the dates can be different and no message will be generated.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to process purchase requests by allowing them to have different dates on the line items of the purchase request.

Add Ship-to Address on PO Change Order When Address Deleted on Original PO

Previously, clients could not change a ship-to address on a PO Change Order when the ship-to address on the original purchase order was deleted. With this release, when clients want to create a PO Change Order on a transmitted purchase order and the ship-to address is deleted, they can now add an address.

Clients will still receive a message when they try to submit the PO Change Order, if the ship-to address has been deleted on the original purchase order. However, once they have added an address, the PO Change Order can be submitted.

Business Purpose/Client Benefit: This enhancement makes it easier for clients to create PO Changes Orders by making the ship-to address editable.

Budget

New Budget Feature Generally Available 19 March, 2018

This feature will be generally available from 19 March, 2018 in the US, Canada, Australia, New Zealand, Mexico, Brazil and the United Kingdom. The Budget feature is a purchased service.

The Budget feature enables clients to set up all components of a budget; a fiscal year to determine the budget period, budget tracking fields to track spending on a cost centre (profit centre) level, budget categories to group expense types for budget purposes and budgets, which are the actual annual budgets, and Budget Items, which define the budget including fiscal year, budget owner, budget name and description.

In addition, the Budget feature is available for the Concur mobile app for Invoice. Please note that the release for the Concur mobile app occurs seven to ten days after the regular release.

Business Purpose/Client Benefit: This feature makes budgets visible, actionable and real-time for approvers and budget owners, leading to high-quality spending decisions for Invoice (payment requests and purchase requests) clients.

Capture Processing

Obsolete and System-Based Task Definitions Removed From UI

Beginning with the January 2018 release, several task definitions that were previously available to the client were removed from the user interface. This change is limited to those tasks that are either obsolete or automatically managed by the system so that they require no interaction.

The available tasks are shown in the Client Managed Task Definitions tab.

Business Purpose/Client Benefit: This enhancement removes unnecessary options from Capture Processing to simplify the user interface and reduce confusion.

Miscellaneous

Reminder: No Personal or Sensitive Data in Custom Fields

All companies must take all reasonable steps to protect the personal and sensitive information of their employees. As per recommended security-related best practices, remember that custom fields should not contain personal and sensitive data.

If your company is currently using custom fields to store personal or sensitive data (for example, Social Security numbers, family member names or any other personally identifying information), you should plan to remove this information from your existing fields within the service and modify your current configuration.

Next Steps: For information about your configuration and the use of custom fields, contact Concur Support or your Account Manager.

Accessibility

Accessibility: Keyboard Access for Working for Others Quick Help

The Working for Others Quick Help contains important information and should be available to everyone. Currently, it is available only by clicking the "?" icon with a mouse. With this release, the Working for Others Quick Help becomes accessible via the keyboard.

Business Purpose/Client Benefit: Working for Others Quick Help becomes available to mouse users and keyboard users.

Accessibility: Alternative Text for the Logo on the Sign-In Page

In June of 2017, accessibility tests for the June 2017 VPAT identified exceptions to the WCAG 2.0 global standards of the W3. These exceptions are identified issues where the location or action did not adhere to the A or AA standard of specific WCAG 2.0 rules. Resolving this issue improves our accessibility quality on the targeted location or action by aligning it to the appropriate WCAG standard.

A screen reader is a type of assistive technology that audibly reads each screen element (instructional text, fields, options, etc.) to the user. Proper coding (in this case, known as alternative text or alt text) is required to ensure the reader "reads" the proper information to the user.

The issue is that the logo on the Sign In page does not currently have the proper code to read the logo description to the user. In this release, this issue will be resolved.

Business Purpose/Client Benefit: Enhancing our products and services to better align to the accessible standards of WCAG 2.0 increases the ability of all Concur users.

Users by Browser

Users by Browser Report Updated

The Users by Browser report has been updated to include more information – all in one place. The report now lists all users as well as their browsers and login count.

Business Purpose/Client Benefit: The admin no longer has to generate a report for each browser. All users are listed in one report.

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.

**Planned Change** Opt Out of In-Product Messaging (United States)

Last year, when in-product messaging was introduced in Europe, the feature included the ability for users to opt out of In-Product Messaging (IPM).

In a future release, Concur will provide customers in the United States the ability to opt out.

**Planned Change** New Feature for Outdated Data

This new feature will allow clients to control how long Concur stores their data based on who, when and where criteria.

Business Purpose/Client Benefit: This feature gives clients the ability to meet their specific compliance needs regarding data retention.

**Planned Change** Support for Plain Text FTP to End on 15 May 2018

Concur is announcing the End of Support for plain text FTP as a means to transfer data to and from Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 15 May 2018, Concur Operations will apply a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing commitment to securing our customers’ data and meeting the audited security requirements of the "Concur Trust Platform".

**Planned Change** Accessibility: Remove All Instances of ‘ConcurAccessible’

This release note has been removed but will be included for a future release.

Client Notifications

Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: Concur Non-Affiliated 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