Concur Invoice Professional Edition Administration Help

March 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

Administrators Only Need the Budget Administrator Role to Access Budget Configuration

With this release, admins will only need to have the Budget Administrator role to access Budget Configuration. No additional role is required.

Business Purpose / Client Benefit: This enhancement removes the need to give budget administrators additional admin role area access when all they need is the budget administration area access.

Audit Trails for Budget Now Available

Audit Trails are now available for Budget. Audit Trails provide information about actions that the Budget Owner and the Budget Administrator have taken on a specific budget item.

Business Purpose / Client Benefit: The Audit Trails feature gives clients visibility into edits that have been made and settings that have been changed.

Modified Home Page Appears When Some Products and Services Are Unavailable (Late March)

Targeted for late March, when a user signs into SAP Concur, if some products or services are unavailable while other products and services are up and running, a modified version of the user’s Home page appears, providing access to the products and services that are up and running.

Prior to implementing this improvement, if a user attempted to sign in to SAP Concur when one or more products or services was not available, a 503 (service unavailable) message appeared, the user’s Home page could not be accessed, and the user had to wait until all services and products were available before signing in to SAP Concur.

Business Purpose / Client Benefit: This enhancement enables users to complete tasks that rely on the products and services that are up and running even when other products and services might be unavailable.

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 March 2020 Shared Planned Changes Professional Edition Admin Summary.

All Products

**Planned Changes** Audit Trails for Budget Settings and Budget Configuration

In a future release, Audit Trails will be available for Budget Settings and Budget Configuration.

Business Purpose / Client Benefit: This enhancement will provide budget administrators with the ability to see the Audit Trails for budget configuration values as well as budget settings.

**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