Concur Invoice

SAP Concur now offers a new user experience that is particularly targeted at the Accounts Payable (AP) user who is constantly monitoring the health of the Invoice lifecycle within the system. With a new AP landing page, concepts of "call to action" and "work to zero" are being brought to the forefront to better inform AP users to ensure they are working on the highest priority task.

The new landing page, Invoice Manager, contains links to important tasks the AP user needs to perform daily, such as assign and submit invoices. The Invoice Manager page is also available for the Invoice Processor with links similar to the AP user. The Invoice Manager page will differ depending on the role the user has.

Another new page, Unassigned Invoices, appears when AP users click on the Unassigned Invoices link on the Invoice Manager page.

In addition, Concur Invoice has added a new My Invoices page, which is accessed by clicking My Tasks > Unsubmitted Invoices or All My Invoices from the Invoice Manager page.

Business Purpose / Client Benefit: The new Concur Invoice user experience enables clients to work more efficiently and provides them greater visibility into their invoices in flight.

Purchase Request

When line items are added to a new or existing purchase request on the Purchase Details page, after the first line item is added, the Supplier field for subsequent line items defaults to the previous selected supplier.

Prior to this change, the supplier had to be manually selected each time a new purchase request line item was added.

Business Purpose / Client Benefit: This change reduces the number of steps required to add subsequent line items, to a purchase request making the process of creating and updating purchase requests more efficient and less time consuming.

Payment Manager

With this release, payment managers will be able to use the Payment Confirmation Extract without Invoice Pay being enabled. This is helpful for Concur Invoice provider pay users so that they can export provider payment information together with SAP Concur payment data.

Business Purpose / Client Benefit: This feature enables clients, who use the payment provider, to download payment confirmation extract data to reconcile their ERP.

Invoice Pay

The Direct Debit Request form for Invoice Pay clients in Australia has been updated to more accurately reflect the name of the service agreement. The text that was in the Service Agreement field of the form is "Concur Business Service Agreement (BSA) and Service Description Guide (SDG)" and the current text is "Agreement for the SAP Concur Service."

Business Purpose / Client Benefit: The new text more accurately covers the various SAP Concur client contracts.

Budget

Workflows are now available for Budget. Workflows define how the system routes invoices, expense claims and requests through approval and processing steps. The flexible workflow feature for Budget that SAP Concur offers allows companies to design workflows specifically tailored to their unique needs.

Without budget review, budgets may become fully consumed well before the end of a period or year leaving an organisation with limited options and budget owners with, for example, exceeded budgets. In addition, early spending means that more important (to the organisation) spending will be declined because lesser important spending consumed the budget early on.

Combining budget review in the workflow adds value. Audit rules and workflow step rules can help organisations to add in controls when it makes sense to fine tune to an organisation's specific needs.

Equally important is the determination when a spending item is regarded as committed toward a budget. In most organisations, the commit is when a spending item is paid; it went through most if not all approval steps. In other organisations, the commit occurs much earlier. As soon as a purchase request or an authorisation request is approved, it is regarded as committed.

Business Purpose / Client Benefit: This feature will provide clients with control over the budget spend to, for example, avoid exceeded budgets too early in a budget period or budget year.

SAP Concur Email

SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies that filter inbound email based on the sending IP address must add new IP addresses to their Safe Senders list to ensure that their users receive email from SAP Concur.

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Concur Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.

Miscellaneous

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

NEXT STEPS

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.

For additional information, refer to the FAQ (English Only).

Purchase Order

The Import Now feature enables clients to import PO and PO receipt files into Concur Invoice immediately without having to wait for an overnight scheduled import. This is beneficial for clients who need to import POs and PO receipts and work with them in the Concur Invoice product the same day they are created externally. This also allows clients to do multiple PO and PO receipt imports a day for more synchronised and up-to-date data.

Business Purpose / Client Benefit: This feature gives clients control over when and how frequently to import POs and PO receipts into Concur Invoice.

Authentication

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

In a future release, the ability to reset or update user passwords through the User Import and Employee Import features will be removed. The ability to set the password for new users during the initial import through the User Import and Employee import features will still be available.

USER IMPORT

The password field will remain available in the downloadable Excel template, but will only be read during an initial import of the file or when creating a new user in the system. Subsequent uses of the field will be ignored by the system.

For general information about this functionality, refer to the Shared: User Import User Guide (English Only).

EMPLOYEE IMPORT

The password fields will remain available in the 100, 300, 305 and 310 record sets, but will only be read during an initial import of the file or when creating a new user in the system. Subsequent uses of the field will be ignored by the system. The update and replace password features on the 100 record will no longer be used.

For general information about this functionality, refer to the Shared: Employee Import Specification (English Only).

Business Purpose / Client Benefit: This change provides greater security for user passwords.

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

In a future release, SAP Concur will no longer support composite login sign-in page URLs.

Composite login functionality allows users to use a login ID that does not include a domain to log in to SAP Concur products.

All users who use only their username (ex: johndoe) to log in will need to use their CTE Login Name rather than their login ID to log in to SAP Concur products.

SAP Concur will no longer support composite login sign-in page URLs. The typical URL for a composite login page includes the name of the entity (ex: entity=pxxxxxxxxx) and looks like this: https://www.concursolutions.com/signin.asp?entity=pxxxxxxxxx.

All clients will be using the standard Sign In page to access SAP Concur products. The standard sign in page is https://www.concursolutions.com/nui/signin.

Deprecation of the composite login pages for www.concursolutions.com is targeted for 11 May 2019.

IMPACT ON USERS

Users who log in to a composite login page (https://www.concursolutions.com/signin.asp?entity=pxxxxxxxxx) and do not use the at (@) symbol in their user name will need to click the Forgot your user name? link on the Sign In page to retrieve their user name without assistance (preferred) or contact their company administrator to get their CTE Login Name. User passwords remain the same.

Single Sign-On functionality is not impacted by this change. The following users will not be impacted because they do not log in using https://www.concursolutions.com:

• SAP Concur web SSO

• Concur mobile username/password

• Concur mobile SSO

Business Purpose / Client Benefit: Deprecating this feature improves login stability and login success rates, while reducing login dependency.

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

Single Sign-On allows users to access multiple applications using one set of login credentials. Currently, SAP Concur has two methods for signing in: with a user name and password or using SSO with identity provider (IdP) credentials, such as a user's login credentials for their organisation.

SAP Concur is planning to add a Manage Single Sign-On (SSO) feature to SAP Concur products that provides clients with a self-service option for setting up SSO for their organisation. SSO is currently supported for Concur Expense, Invoice, Request and Travel.

The new Manage Single Sign-On (SSO) feature is a replacement tool for clients using existing SSO configuration on the Security Keys page and a new tool for clients that now want to implement SSO at their organisation. Existing SSO configuration on the Security Keys page and the new SSO Self-Service tool will both be available until everyone has migrated to the new SSO Self-Service tool.

Other SAP Concur products and services are outside the scope of this initial release.

Business Purpose / Client Benefit: This feature provides SAP Concur clients with a self-service option for setting up SSO.

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

In a future release, SAP Concur will add a new Forgot Password feature to the SAP Concur Sign In page, providing an updated experience for users who log in with user name and password credentials.

Currently, depending on a company's configuration, there might be several other options available for the forgotten password process. When the new Forgot Password feature becomes available (targeted for 11 May), those additional options will be removed. The additional options that will be removed are as follows:

• Security Questions: Users will no longer receive security question prompts for login authentication.

• On-page text: Company custom text will no longer display.

• Password hints: The Send me an email with my password hint option will no longer be available.

Business Purpose / Client Benefit: This feature provides greater security for user passwords and streamlines the user experience.

Company Administration

Beginning in a future release (targeted for June), clients will access SAP Concur products and services via the following domains:

• *.concursolutions.com

• *.concurcdc.cn

This change is targeted for 8 June 2019.

Please contact appsec@sap.com for any questions regarding this change.

Business Purpose / Client Benefit: This change will allow customers to access SAP Concur services in a consistent, secure manner.

SAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with user name and password credentials. Current Single Sign-On (SSO) users will be able to start the SSO login process at www.concursolutions.com. This feature is planned for 2019.

The new Sign In page feature includes the following:

• Two-step login: provides enhanced security, meets current industry standards and provides a better log in success rate

• Multi-account login: allows administrators to log in with multiple accounts (planned for a future release)

• User avatar: enhances the user experience (planned for a future release)

Business Purpose / Client Benefit: This feature provides better security and a faster, more convenient experience for users logging in to SAP Concur products and services.

Training Administration

To simplify the Training Administration page, the functionality and content will be changing.

In addition to content changes, access to the Training Administration page will move from Company Admin to Tools.

Business Purpose / Client Benefit: These changes will make the Training Administration feature easier to find and use.

Test User Admin

SAP Concur is retiring the functionality in the Test User Admin feature that removes the transactions of test users from Concur Expense, Concur Invoice, Concur Travel and Concur Request.

Business Purpose / Client Benefit: This change will allow SAP Concur to devote more resources to development and maintenance of features that are used by many or most of our clients.