Model Changes

With this release, there is a new travel-allowance-related field for Expense.

Description: The new Work Location Country field allows users to report on the country associated with the work address for the travel allowance itinerary's arrival location.

The new travel-allowance-related field for Expense is located in the following folder:

• Expense > Travel Allowances > Itinerary Segments

With this release, the work location fields for travel allowances were updated to ensure the address populating the work location fields are based on the address entered in the source fields.

The work location fields allow users to report on the work address for the travel allowance itinerary’s arrival location.

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

• Expense > Travel Allowances > Itinerary Segments

With this release, there is a new invoice-related field for Invoice.

Description: The new Associated Request Key field allows users to report on the invoices associated with the invoice purchase order (PO) matching rules. With this key field, users can include invoice-identifying fields on an invoice to PO matching report.

The new invoice-related field for Invoice is located in the following folder:

• Invoice > Payment Request Exceptions > Purchase Order Matching Exceptions > Keys

Report Changes

The Audit Summary by Employee and Audit Summary by Question reports have been updated to help make the report results easier to understand. With this update, the Entry Count and Report Count columns were added, and the Amount column was renamed Approved Entry Amount and Total Report Amount on the Audit Summary by Employee and Audit Summary by Question reports.

WHAT THE USER SEES

On the Audit Summary by Employee and Audit Summary by Question reports, when Line Item Questions is selected for the Report/Line Item Question(s) prompt on the Prompts page, the Entry Count column displays the number of audited expense claim line items associated with each question by employee, and the Amount column is renamed to Approved Entry Amount.

On the Audit Summary by Employee and Audit Summary by Question reports, when Report Questions is selected for the Report/Line Item Question(s) prompt on the Prompts page, the Report Count column displays the number of audited expense claims associated with each question by employee, and the Amount column is renamed Total Report Amount.

LOCATION OF THE REPORTS

The Audit Summary by Employee and Audit Summary by Question reports are located here:

• Analysis - Standard Reports ‎> Audit
• Intelligence - Standard Reports ‎> Audit

For more information about the Audit Summary by Employee and Audit Summary by Question reports, refer to Chapter 4: Folder – Audit in the Standard Reports by Folder guide (English only).

Other Changes

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:

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

Be aware that – at this time – the issue described here affects only companies that use Concur Expense and filter incoming email based on IP addresses. (This includes all editions of Expense – whether the company uses Expense by itself or integrated with any other SAP Concur product or service.) Other SAP Concur services (such as Travel and Concur Pay) are not currently affected.

We are currently targeting the first quarter of 2019 to make additional changes. Please monitor the release notes for more information about the timing of the additional changes.

SAP Concur is in the process of updating the format of all email notifications. These changes will provide a fresher, consistent look and feel across all SAP Concur services.

Business Purpose / Client Benefit: The intent is to provide a consistent, updated look for users.

IMPORTANT

Note the following:

• Be aware that the email content has not changed – just the look and feel.
• The changes will appear over time. Each product team (Expense, Invoice, Travel, etc.) decides when to use the new format. Timing will be based on resource availability and the priority of other scheduled enhancements.
• Do not expect that all product emails will change at the same time. For example, perhaps Expense approval email will be first, and then other Expense notifications will follow.
• There is no assigned end date to the project. Expect that the changes may take longer than a year.
• Each team will provide release notes when their new emails are scheduled to appear.

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.

As SAP Concur continues to grow, steps must be taken to enhance and improve the performance of our system so that we can meet customer expectations and the needs of their business.

Our overall goal is to significantly improve the performance of SAP Concur services by reducing the amount of data that is stored in our Production datastore. By reducing the data in the Production system, we can use server memory much more efficiently, which reduces processing time for transactions. For this reason, SAP Concur is developing an archive process for users who have been deactivated by their employers for at least three years. The archive process moves this "deactivated" user data from our Production datastore to a separate Reporting datastore.

Business Purpose / Client Benefit: Moving deactivated user data will provide faster processing time for transactions. In addition, it provides a more secure environment for inactive users' personal information.

IMPORTANT

We are currently piloting the process and evaluating the results. Our goal is to ensure that customers are not negatively affected, that we have considered all pertinent scenarios and that the archiving process provides the desired results.

There is no target date for the implementation of this new process. We will announce via release notes well ahead of time.

SAP Concur plans to retire our Insight Premium product on 31 December 2018.

Insight Premium is a reporting product that was offered briefly, but has not been offered or updated for several years. Concur Intelligence contains the functionality originally offered with Insight Premium.

All the Insight Premium reports already exist in the Public Folder > Intelligence – Standard Reports folder in Intelligence, with most of the reports being located in the Premium Dashboards folder (Public Folders > Intelligence – Standard Reports > Premium Dashboards).

The Australian Fringe Benefits Tax reports and the UK VAT report are located in the Tax folder (Public Folders > Intelligence – Standard Reports > Tax).

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our Intelligence product whose functionality, innovation and value now exceeds that of our legacy product.

UPDATING REPORT VIEWS AND SCHEDULES

If users have existing report schedules based on views pointing to the reports in the Insight Premium folder, before Insight Premium is retired, users need to modify their report views to point to these reports in the Intelligence – Standard Reports folder.

To schedule a report, a schedule needs to be added to the report view for the report in the Intelligence – Standard Reports folder in Cognos. A report view, named Report View of [report name], may have been automatically created for an Insight Premium report in their My Folders directory or the company's Public Folders directory. If so, users just need to schedule this report view for the Intelligence – Standard Reports folder version of the report.

If the My Folders or the company's Public Folders directory does not contain the Report View of [report name], the user can create the report view for the report located in the Intelligence – Standard Reports folder, and then schedule the report view.

We have included the steps for creating and scheduling a report view for the Executive Overview report located in the Intelligence – Standard Reports > Premium Dashboards folder in this release note as an example of how to create a report view and schedule the report view.

To create a report view for the Executive Overview report

1. In Cognos, navigate to Public Folders > Intelligence – Standard Reports > Premium Dashboards.
2. Click the Create a report view of this report icon for the Executive Overview report. The New Report View wizard page opens.
3. Enter the report name, description and screen tip. The default location for the report is: Public Folders ‎> Intelligence - Standard Reports ‎> Premium Dashboards. It is best practice for users to save the report view to My Folders so that the view is only visible and available to the user.
4. In the Location section, click Select My Folders, and then click Finish. Clicking Finish creates a report view for the Executive Overview report on the My Folders tab.

To schedule the report view for the Executive Overview report

1. Click the My Folders tab.
2. Click the Schedule icon for the Report View of Executive Overview. The Schedule page opens.
3. Define the schedule for the Executive Overview report, and then click OK.

WHAT THE USER WILL SEE

When Insight Premium is retired, on the Reporting tab in Concur, Insight Premium will be replaced with Intelligence.

CONFIGURATION / FEATURE ACTIVATION

Concur is initiating communication with clients currently using the Insight Premium product to plan migrations to one of our Intelligence product offerings.

Additional information will be available in future release notes.

SAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with a user name and password credentials. Current Single Sign-On (SSO) users will log in without having to enter additional credentials. 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 login success rate
• Multi-account login: allows administrators to log in with multiple accounts
• Password hint removal: provides better security for users and SAP Concur
• User avatar: enhances the user experience (planned for a future release)

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

Client Notifications

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Professional Edition