February 2019 Expense Professional Edition Admin Summary
Initial Post
Release Notes
Admin
**Ongoing** Updated Email FormatSAP Concur has provided a release note about the updated email notifications for several months. Be aware that we will discontinue this release note in two months.
IMPORTANT
Note the following:
Be aware that the email content has not changed – just the look and feel has been updated.
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.
SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add new IP addresses to their Safe Sender 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 Travel and Concur Pay) will move to the new email infrastructure.
We will continue to add other services throughout the first quarter of 2019. Please monitor the release notes for more information about the timing of the additional changes.
Reminder: No Personal or Sensitive Data in Custom FieldsIn an effort to ensure the ongoing security of our products and services, SAP Concur has issued a new concursolutions.com SSL certificate. The current certificate will expire on 16 March 2019.
Any customer who has pinned this expiring certificate will need to update to the new certificate prior to 16 March 2019. If the pinned certificate is not updated prior to 16 March 2019, your organisation and users will experience disruption to SAP Concur products and services.
Customers who have not pinned the certificate do not need to take any action as the new certificate is updated automatically. Most customers do not pin the certificate.
Please be aware: As an enhancement to our Security and Compliance programme, this certificate will be updated on an annual basis.
Business Purpose / Client Benefit: This update provides ongoing security for our products and services.
Expense Pay
(USD/CAD) Update: Retirement of Classic Pay and Migration to Global Pay (Deadline 1 Sept.)SAP Concur’s Expense Pay (classic) products execute payments associated with processing expense claims. To ensure compliance with ever-changing regulatory requirements, tailored to geo-diverse markets, SAP Concur has engaged dedicated, experienced, third-party payment-processing partners and developed a next-generation pay product: Expense Pay – Global.
As previously announced in these release notes (September 2017), moving forward, SAP Concur will use one Expense Pay product to service your business anywhere in the world. SAP Concur’s Expense Pay – Global product will replace our existing legacy Expense Pay (classic) offerings (including NA Pay, EMEA Pay and next APA Pay.) For SAP Concur clients with an Expense Pay product, Expense Pay – Global will be our go-forward product. This notification begins our sunset process for all legacy Expense Pay (classic) products.
EXPENSE PAY – NORTH AMERICA AND EXPENSE PAY – EMEA LIMITATIONS
SAP Concur does not support clients adding the following currencies with the classic product: United States Dollars, Canadian Dollars, Mexican Pesos, Euro, Swiss Franc, Danish Krone, Swedish Krona or UK Pounds. If a client has already implemented and is using these currencies with the classic product, they can continue using these until they are migrated to the new platform or until the defined sunset date.
Business Purpose / Client Benefit: The Expense Pay – Global offering maintains industry best practices for payment processing functionality within SAP Concur.
Japan Public Transportation (JPT)
Jorudan MaintenanceThe Japan Public Transportation (JPT) database of stations and lines received routine maintenance changes such as additions, name changes and removals.
Business Purpose / Client Benefit: Lists in Concur Expense continue to reflect JPT's current stations and lines.
Next Generation (NextGen) Expense
**Ongoing** New User Interface for Concur Expense End UsersUpdate: In order to respond to and take advantage of feedback from customers, and to align with SAP Concur’s commitment to ensure a smooth and successful transition, we are working on a revised deployment strategy for Next Generation Expense.
SAP Concur is dedicated to the consistent improvement of our products, not only the features they provide, but also the experience of using those features. How users interact with technology changes over time, along with needs and expectations. We are constantly listening to our customers and soliciting feedback on how we can improve the user experience.
NextGen Expense is the continued evolution of the SAP Concur user experience. It was built from extensive user research and data analytics that include 680 1:1 conversations, 58 usability studies, 3,000+ survey responses and 1.3B monthly user actions.
Customers will have the ability to preview and then opt in to NextGen Expense before the mandatory cutover.
Business Purpose / Client Benefit: The result is the next generation of the Expense user interface designed to provide a modern, consistent and streamlined user experience. This technology not only provides an enhanced UI, but also allows SAP Concur to react more quickly to customer requests to meet changing needs as they happen.
Security
Questions Available When Using the SAP Concur Support PortalPrior to 2017, Authorised Support Contacts (ASCs) using the SAP Concur support portal were required to answer security questions prior to interacting with support. This feature was retired while it was being redesigned.
As of 3 January, the feature is again available.
Business Purpose / Client Benefit: Customers appreciate this feature because it provides another layer of security – it prevents someone from impersonating:
An ASC and then requesting an improper or unexpected configuration change
– or –
An end user and then accessing their confidential data
Planned Changes
Admin
**Planned Changes** Archive Deactivated User DataAs 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.
User / Customer 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.
**Planned Changes** New SAP Concur Sign In PageSAP 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.
Budget
**Planned Changes** Workflows for BudgetIn a future release, workflows will be 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 "promised".
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.
Budget Insight
**Planned Changes** Budget Insight (Legacy) to Retire in 2019Budget Insight is a budget management tool that is being retired on 30 June 2019. Clients who want to use budget functionality are recommended to purchase the new Budget product that SAP Concur released earlier this year. The new Budget feature offers greater functionality, an improved UI and additional integrations with SAP Concur products. Most notably is the inclusion of additional expense data from Concur Expense, Concur Invoice, Concur Travel and Concur Request (previously only data from Concur Expense and Concur Request were available).
Business Purpose / Client Benefit: The retirement of Budget Insight will provide clients with the opportunity to purchase the new Budget product, which gives greater value to clients by making budgets visible, actionable and near real-time.
Company Administration
**Planned Changes** Single Sign-On (SSO) Self-Service Option Coming to SAP ConcurSingle 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 SAP Concur clients with a self-service option for setting up SSO for their organisation. SSO is currently supported for Concur Expense, Invoice, Request and Travel.
Other SAP Concur products and services are outside the scope of this initial release.
The new Manage Single Sign-On (SSO) feature will be accessible from the Administration > Company > Company Admin page.
Business Purpose / Client Benefit: This feature provides SAP Concur clients with a self-service option for setting up SSO.
E-Receipts
**Planned Change** No Longer Automatically Accepted as ReceiptsE-receipt technology is evolving quickly. Today, the receipt handling rules are hardcoded to accept e-receipts to meet image requirements. Moving forward, as e-receipts become more common, and legislation about them becomes more complex, this is not a valid assumption for all countries and circumstances.
Clients who want to maintain their current system behaviour, that is to continue to accept e-receipts to meet image requirements, will need to configure a custom receipt rule.
Business Purpose / Client Benefit: This change will allow clients who use e-receipts to continue to comply with regulatory and contractual requirements for documentation to substantiate an expense.
Test User Admin
**Planned Changes** Retiring the Purge Test User Transactions FunctionalitySAP 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.
Training Administration
**Planned Changes** Optimising and Relocating the PageTo 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.
Travel Allowance
**Planned Changes** Statutory Updates (Norway)To support Norwegian statutory changes for clients using travel allowance for Norway, SAP Concur is working on updates to the following functionality:
calculation of taxable amounts – We are currently changing the limits for both travel inside Norway and abroad.
calculation of provided meal deductions - We are currently changing the logic to calculate the provided meal deductions based on the full-day rate depending on the accommodation arrangement.
Business Purpose / Client Benefit: Businesses maintain best-practice legal compliance.
Client Notifications
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