Concur Invoice Professional Edition Administration Help

April 2018 Invoice Professional Edition Admin Summary

Last Update: 14th April, 2018

Purchase Requests and Purchase Order

Bill-To and Ship-To Email Fields Added to Import and Export

On the Company Locations page, when you add an email address to a bill-to location or a ship-to location, if you import or export company locations, the bill-to and ship-to email addresses are included in the information.

Business Purpose/Client Benefit: This enhancement ensures that bill-to and ship-to email addresses are included when company locations are imported and exported.

Custom Fields and Expense Type List Editable for Multiple Purchase Request Line Items

When modifying a purchase request, clients can now edit custom fields and the Expense Types list of multiple line items simultaneously.

Business Purpose/Client Benefit: This enhancement enables purchase request users to make bulk updates to some purchase request fields.

Purchase Orders

Send Purchase Orders to a Bill-To Email Address

Clients can now send purchase orders to suppliers who use an email address as their bill-to address.

Admins can add a new setting, Use Email as Bill-To. When this setting is enabled, purchase order processors can specify that the PO invoice from a supplier be sent to the email address included in the bill-to that is used on their purchase orders.

Business Purpose/Client Benefit: This feature enables clients to send their purchase orders to the supplier and specify that the PO invoice be sent to an email address rather than a street address. Clients who use the capture service can use their capture email address as the bill-to address.

Budget

Budget Release Notes

Clients can view new budget functionality and enhancements in the new Budget Release Notes which are located on the same page as the other product release notes.

Business Purpose/Client Benefit: Standalone release notes provide greater visibility for Budget.

In-Product Messaging

(United States) Opt Out of In-Product Messaging

Clients in the United States can now opt out of in-product messaging.

Business Purpose/Client Benefit: This enhancement gives clients the ability to choose which in-product messaging they see.

Miscellaneous

Update: Users by Browser Report – North America Data Centre Only

In the March release, the Users by Browser report was updated to include more information. These updates apply only to the North America data centre.

Clarification: Accessibility – Keyboard Access for Working for Others Quick Help

In the March release, the Working for Others Quick Help became accessible via the keyboard. This enhancement enables clients to select the Quick Help icon by using the Tab key and to access the Quick Help information by pressing the spacebar or the Enter key.

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 Change** Send Purchase Orders to a Bill-to Email Address

This feature will release shortly after the regular April release date.

When this feature becomes available, clients will be able to send purchase orders to suppliers who use an email address as their bill-to address.

Admins will be able to add a new setting, Use Email as Bill-To. When this setting is enabled, purchase order processors can specify that the PO invoice from a supplier be sent to the email address included in the bill-to that is used on their purchase orders.

Business Purpose/Client Benefit: This feature enables clients to send their purchase orders to the supplier and specify that the PO invoice be sent to an email address rather than a street address. Clients who use the capture service can use their capture email address as the bill-to address.

**Planned Change** New Feature for Outdated Data

This new feature will allow clients to control how long SAP Concur stores their data based on who, when and where criteria.

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

**Planned Change** Support for Plain Text FTP to End 15 May, 2018

Concur is announcing the end of support for plain text FTP as a means to transfer data to and from Concur.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On 15th May, 2018, Concur Operations will apply a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing commitment to securing our customers’ data and meeting the audited security requirements of the "Concur Trust Platform".

**Planned Change** Removing the "Privacy Agreement" Page

For customers who currently display the Privacy Agreement page to users, be aware that SAP Concur will remove that page. This change is targeted for May 2018.

Removal of the page means that the privacy agreement will no longer be displayed under any circumstances. In addition, the options to customise the privacy agreement text and to apply policy (for example, to require that a user accept the privacy agreement) will be removed.

In a separate release, SAP Concur will provide a standard privacy statement, which can be accessed via a link in the page footer.

Business Purpose/Client Benefit: The intent of the change is to ensure that all customers see the same unmodified SAP Concur privacy statement.

**Planned Change** New Privacy Statement Planned for May Release

In the release note named **Planned Changes** Removing the "Privacy Agreement" Page, we describe changes that will occur when the current customisable privacy policy is discontinued. We also discuss the new Privacy Statement that SAP Concur will provide as a requirement of being a "processor" of customer data.

The intent is to replace all occurrences of customised or unique policy text – in all SAP Concur products and the mobile app – with the SAP Concur Processor Privacy Statement, which describes our processing activities of customer data.

Be aware that the new text will be available soon, targeted for May.

Business Purpose/Client Benefit: The intent of the change is to ensure that all customers see the same unmodified SAP Concur privacy statement.

Client Notifications

SAP Concur Non-Affiliated Subprocessors

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