August 2019 Budget Professional Edition Admin Summary
Initial Post
Release Note Summaries
All Products
File Extension Change to Exports in BudgetThe Send to Excel feature of budget item lists and the export function from the Budget Dashboard will now use the .xlsx file extension for created Excel files, which support up to one million rows.
This enhancement applies to all locations in Budget where clients can export and download files, such as in Budget Items and in the Budget Dashboard.
User / Customer Benefit: This enhancement will make it easier for clients who work with many spend and budget items (65K+), because they will be able to successfully complete the Send to Excel action with the .xlsx file extension.
FTP Updates: Source IP Checking (EMEA)This feature is no longer targeted for the current release. This release note has been moved to the August 2019 Shared Planned Changes Professional Edition Admin Summary.
Shared Planned Changes Release Notes ConsolidatedWith this release, SAP Concur has consolidated the shared Planned Changes release notes into one document, instead of having the Planned Changes information repeated in several sets of release notes.
This consolidated Planned Change information is provided in addition to the product-specific Planned Changes release notes. For example, if a planned change applies only to Travel, it will only be available in the Travel release notes. So, users are encouraged to read the product-specific release notes as well as the Shared Planned Changes.
Business Purpose / Client Benefit: This change allows users to find shared Planned Changes release notes in one place. It also makes it easier for clients to keep track of updates to the Planned Changes release notes.
SAP Concur Support: Screen Sharing for Authorised Support ContactsSAP Concur support is implementing the Co-browse feature, a screen-share application that is available to all clients with Authorised Support Contacts (ASCs).
Business Purpose / Client Benefit: Screen sharing often makes a problem easier to describe, easier to understand and quicker to resolve – saving time for ASCs and SAP Concur support.
Company Administration: Use of HTML Is Deprecated From the Company Info Headline FieldWhen configuring messages that appear to users in the Company Notes section of the home page, the use of HTML tags in the Headline field is no longer supported. HTML tags added to the Headline field will display as plain text in the Company Notes section of the home page. In addition, URLs in the Headline field are no longer automatically converted into live links.
The following functionality is not impacted by this change:
The current functionality of the Company Info field
The current functionality of the Concur Travel-specific configuration for notes
The current functionality of the URL field; Text in the Headline field will display as a clickable link in the Company Notes section of the home page if a URL is entered in the URL field.
Business Purpose / Client Benefit: This change provides greater security for company data.
Updates for Concur Open and Personalised Concur OpenOver the next several weeks, users will see several enhancements to Concur Open and Personalised Concur Open.
**Ongoing** Deprecation of HMAC Initiates Migration to SSO Self-ServiceThese changes are part of the SAP Concur continued commitment to maintaining secure authentication.
SAP Concur will soon begin the process of removing Hash-Based Message Authentication Code (HMAC) as an SSO option. The replacement service for HMAC is SAML SSO, which will be a self-service method of setup whereby Company Admins will have access within SAP Concur to complete their SAML connections.
Clients currently using HMAC are encouraged to migrate to the SSO self-service tool as soon as it is released. The new SSO self-service tool will be offered as a free feature to all clients. The new SSO self-service tool allows multiple portals (Identity Providers) to be added.
The HMAC deprecation process includes two phases:
Phase I:
Clients need to have an Identity Provider (IdP) or a custom SAML 2.0 solution.
Clients begin testing the new SSO self-service tool. Testing can begin as soon as July 2019 if preparation steps have been met. (See below for more information.)
Clients prepare for onboarding new clients using the new SSO self-service tool, which is targeted to release in September 2019.
As of 1 November 2019, no new clients will be onboarded using HMAC. New clients will be onboarded using the new SSO self-service tool.
Existing clients using HMAC need to be migrated using the new SSO self-service tool.
Phase II:
Clients continue migrating existing HMAC clients to the new SSO self-service tool.
Shut down the HMAC service after everyone has migrated from HMAC to the new SSO self-service tool. Phase II is targeted to end mid-year 2020.
Business Purpose / Client Benefit: This change provides better security and improved support for users logging in to SAP Concur products and services.
**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender ListSAP 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 Concur Travel and Concur Pay) will move to the new email infrastructure.
We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.
Planned Change Summaries
The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.
IMPORTANT: These Planned Changes may not be all of the upcoming enhancements and modifications that affect this SAP Concur product or service. The Planned Changes that apply to multiple SAP Concur products and/or services are in a consolidated document. Please review the additional Planned Changes admin summaries available in the August 2019 Shared Planned Changes Professional Edition Admin Summary.
All Products
**Planned Changes** Workflow Steps Renamed – STATUS UPDATESAP Concur is currently in the process of re-evaluating this change. With the next release, this information will be removed. If this change is considered again, information will appear in the release notes document.
**Planned Changes** Budget v4 API Available Soon AvailableSAP Concur will be releasing the Budget v4 API for partner and client use in a future release. Budget v4 provides the following features:
Fiscal Calendar: This API can GET, POST and DELETE fiscal years and periods similar to the Fiscal Calendar UI in Budget Configuration.
Budget Category: This API can GET, POST and DELETE budget categories, and GET all expense types of a budget category.
Budget Items: This API can GET, POST and DELETE budget items, including details such as period amounts, budget item tracking fields (cost objects), budget viewers, managers and approvers.
Budget Tracking Field: This API can GET all budget tracking fields.
Budget Adjustment: This API can POST budget adjustments.
Global availability: Budget v4 API is supported in all SAP Concur data centres.
Business Purpose / Client Benefit: This new budget API enables clients (and partners) to integrate Budget with their ERP and HR systems to automate budget configuration and maintenance as well as importing external transactions not captured via SAP Concur through budget adjustments.
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