Concur Invoice Professional Edition Administration Help

July 2018 Budget Professional Edition Admin Summary

Initial Post

All Products

Budget Item Types Updated

SAP Concur has updated the Budget Type field on the Add Budget Item / Modify Budget Item pages with renamed values. The values are now Budget Account (default) and Personal Account.

Business Purpose / Client Benefit: This update clarifies the use of the Budget Type field.

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.

Also with this release, the Processor Privacy Statement link is available in online Help.

Personalised Concur Open – Targeted for End of July

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.

Targeted for the end of July, there will be new functionality added to Concur Open. Users can continue to access Concur Open and view Concur service availability; no functionality will be removed. However, with the release, SAP Concur users will be able to log in to Concur Open and:

  • View service status for the services and the data centre that are 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 with 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.

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** Date Range Budgets

SAP Concur will soon add the ability to create budgets based on a date range rather than a fiscal calendar.

The date range budget items allow the Budget Administrator to configure flexible budget items to support project-based budgets, which may not align with fiscal calendars, or personal budgets, which may align with an individual’s contract length, tenure dates or other date ranges.

Date range budget items are enabled on the Budget Settings page. Once the feature is enabled:

  • The Date Range option appears in the Period Type field on the Add Budget Item and Modify Budget Item pages.

  • When the admin selects Date Range for a budget item, the Start Date and End Date fields appear on the Add Budget Item and Modify Budget Item pages.

  • The Budget Item Import template displays the Start Date and End Date columns.

  • The Budget Dashboards page includes a date range filter.

  • The Budget Details page displays start and end dates for the budget periods.

  • The Spending Trend graph on the Budget Details page displays up to two years of information at a time.

Business Purpose / Client Benefit: This feature provides more options for the Budget administrator when creating budgets.

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