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Budget Adjustments Now Available

SAP Concur has added the ability to adjust budget items. Budget items may be adjusted by the Budget Administrator, either manually or by importing a spreadsheet of adjustments. The adjustments can be made to the total budget amount, the Spent amount or the Pending amount. Adjustments allow the client to retain the original budget amounts, while accounting for changes throughout the fiscal year.

The adjustment includes the following information:

• Type: The source of the budget adjustment. Values are Budget Balance, Fund Transfer, Expense, Payment Request, Purchase Request or Request.

• Amount Type: Where the amount should be applied. Values are Budget Amount, Spent Amount, Pending Amount.

• Description: The reason for or description of the adjustment.

• Amount: The adjustment amount.

• Budget Period: The budget period to apply the adjustment to. Can be any Open period in the fiscal year of the budget item.

• Transaction Date: The date the adjustment is applied to the budget. Must be within the specified budget period.

Business Purpose/Client Benefit: Budget adjustments account for expenses or budget changes that happen outside of SAP Concur systems, and provide details about why the changes were made.

Consolidate Budget Tracking Mapping Columns

With this release, clients will see a change of the column content and labels in the Budget Field Mapping sub-tab of the Budget Tracking Fields tab. Each product will now have a Mapping Type and Mapping Value column.

Business Purpose / Client Benefit: This enhancement gives a more consolidated look and feel for clients and makes it easier for them to enter relevant information and select options.

New Budget Type Option in Budget Items Supports Personal Budgets

SAP Concur has added a new Budget Type field on the Add Budget Item / Modify Budget Item pages. This field allows the Budget admin to mark a budget as Personal Use, or as Budget (default). The Personal Use budget type supports budgets that are associated to one person, for education, entitlements or other benefits. The personal budgets are limited to Request and Expense spending items. The spending items will match the personal budget if the budget owner and spending item requestor are the same, and the other matching configured in Budget Items is met.

Business Purpose / Client Benefit: This enhancement provides support for personal budgets that are used by higher education, healthcare, public sector verticals or companies providing entitlements for employees.

Budget Settings Updated

Concur has updated the Budget Settings page to include the following changes:

• Alternative Manager is now Alternate Budget Manager

• Enable Request is now Enable Budget Capture for Request

• Enable Purchase Request is now Enable Budget Capture for Purchase Request

• Enable Payment Request is now Enable Budget Capture for Invoice

• The Time Zone field only appears to Concur internal (ConcurAdmin) users.

Business Purpose / Client Benefit: This enhancement clarifies the purpose of the budget settings.

Fiscal Period Formatting Instructions Added to Budget Item Import Template

SAP Concur has added additional information to the Budget Item import template, to help clients enter fiscal period information in the correct format. The new instructions appear in the Fiscal Period Name column of the template spreadsheet downloaded from the Import Budget Items window.

Business Purpose / Client Benefit: This enhancement provides additional guidance to clients to minimise import errors.

Processor Privacy Statement Link in Online Help

The Processor Privacy Statement link is available in the SAP Concur footer.

However, not all pages in SAP Concur display the footer. In this case, the user can:

• Return to the Home page and click the Processor Privacy Statement link there

  – or –

• With the June release, click the Processor Privacy Statement link in online Help.

**Reminder** New Cookie Consent Process

Europe has very specific user-consent requirements for cookies. There are two types of consent when allowing cookies to be saved on the user's computer. As described on the following pages, each country decides which option to use. The options are:

• Active consent: The user actively agrees to allow cookies. In this case, SAP Concur is required to obtain user consent before saving any cookies on a user's computer.

• Passive consent: The user does not disallow cookies.

Each country decides which option it wants to use.

Business Purpose / Client Benefit: These changes keep SAP Concur in compliance with global privacy requirements.

**Reminder** Whitelist for TrustArc.com

The May release notes included an item named New Cookie Preferences Link in the SAP Concur Footer. It describes cookie-related process changes that were introduced in the May 12 release because of specific consent regulations in Europe.

To ensure that SAP Concur properly responds to the regulations, SAP Concur has enlisted the assistance of TrustArc, a global privacy and data governance provider. Please ensure that your organisation's IT (or similar) department adds TrustArc to its whitelist, so TrustArc can properly monitor and manage these processes.

TrustArc must be whitelisted by domain – not IP – since the IP is variable. Please whitelist these domains:

• trustarc.com

• prefmgr-cookie.truste-svc.net

Business Purpose / Client Benefit: Whitelisting ensures that TrustArc has the proper access to manage consent regulations on behalf of SAP Concur.

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 Changes** Personalised Concur Open

Concur Open is the SAP Concur real-time service status dashboard, which displays outages and incidents for select SAP Concur services and all data centres. Concur Open displays the current service status as well as incident history for the past 20 days.

In a future release, there will be new functionality added to Concur Open. Users will continue to access Concur Open and view Concur service availability. However, in addition, SAP Concur users will be able to log in to Concur Open and:

• View service status for the services and the data centre specific to their company

• Access subscription options for updates about the incidents that affect the services specific to their company

• View service history for the past two years, including detailed root cause analysis information and the actions taken by SAP Concur for each incident

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status and availability. Adding this new functionality will provide customers a personalised view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

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 SAP Concur monthly release notes, accessible from What's New - Professional Edition