Concur Invoice Professional Edition Administration Help

December 2019 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 Import Now Shows Processing Status

Previously, when an admin ran a budget item import with, for example, many monthly budgets, the user interface would show a status of success and, later, once the import had completed, it would show the number of records imported.

With this release, the budget item import will show a new Processing status when the admin runs a large budget item import. If the import takes a while, the admin can return at a later point when the import has finished and see a Success status if the import completed successfully.

Business Purpose / Client Benefit: This enhancement provides clearer information about the status of the import.

Invoice and Purchase Request

New Mapping Value Added to Support Multiple Supplier Selection

Concur Invoice now supports multiple supplier selection on a budget item filter, so that clients can filter invoices and purchase requests from a list of specific suppliers. To do so, admins first need to select the Header Field (for invoices) or the Item Field (for purchase requests) mapping type and the new Supplier Code or Supplier Address Code mapping value.

When this is done, admins can enter multiple supplier codes separated by a comma when they select the InValueList operator on the Add Budget Item or Modify Budget Item window.

Business Purpose / Client Benefit: This enhancement allows clients to create budgets to track multiple suppliers for a budget.

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 December 2019 Shared Planned Changes Professional Edition Admin Summary.

All Products

**Planned Changes** Budget v4 API Available Soon

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