Shared

Budget Approver User Permission Relabelled

With this release, the Budget Approver role is relabelled to Budget Approver/Manager. This relabelling affects Profile Settings, User Permissions and the Manage Managers (Optional) tab in Budget Items.

Business Purpose/Client Benefit: This enhancement better clarifies to clients that the role is a dual role.

Currencies No Longer Editable in Budget Items

The Currency list is no longer editable, if the budget item is associated with a spending item, in the Modify Budget Item window of Budget Items. The reason for this change is that if an admin changed the currency, the balance was not recalculated and, thereby, showed the incorrect amount.

Business Purpose/Client Benefit: This enhancement will provide clients with the correct currency amount.

New Explanatory Text in Budget Items

When clients add or modify a budget item, they will now be able to view explanatory text for some fields by clicking a question mark icon next to the Budget Name, Budget Display Name and Budget Owner fields.

Business Purpose/Client Benefit: This enhancement will provide clients with quick and easy information about the field in which they will enter information.

Include Pending Has Changed Name in Budget Settings

The Include Pending setting is now labelled Include Pending Amount in Remaining Amount calculation.

Business Purpose/Client Benefit: This enhancement gives clients a better understanding of what it means to select (enable) this setting.

Manage Managers (Optional) Tab Disabled for New Clients

The Manage Managers (Optional) tab in Budget Items is now disabled by default for new clients.

Business Purpose/Client Benefit: This enhancement prevents clients from adding budget managers when it might not be necessary.

Expense

New Instructional Text for Show Unsubmitted Expense Setting in Budget Settings

Clients can now click on a question mark icon next to the Show Unsubmitted Expenses option in Budget Settings to read more about the setting.

Business Purpose/Client Benefit: This enhancement gives clients a quick overview of the three different options available in this setting.

Request

Budget Now Available for Request

The Budget feature is now available for Request for Professional and Standard Editions.

Data Retention

New Early Access Feature for Outdated Data

SAP Concur has a new feature, Data Retention, that allows clients to control how long the Concur solution stores their data based on who, when and where criteria. A new shared role, Data Retention Administrator, has been created in the system and is required for accessing this feature.

The feature provides the following functionality:

• Allows a company to set a specific amount of calendar time after which data such as old user profiles, itineraries and expense claims will be removed

• Provides strict access to policy configuration with an email notification

• Includes the ability to place a hold on a specific user whose data will be excluded by this feature when it is necessary or desirable to retain older data

• Includes the ability to remove the data of a specific user independent of the company-wide data retention configuration

• Provides a high-level summary of events to monitor data retention activities

Business Purpose/Client Benefit: This feature gives clients the ability to meet their specific compliance needs regarding data retention.

Client Notifications

The list of non-affiliated subprocessors is available here: SAP Concur Non-Affiliated 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