Concur Invoice Professional Edition Administration Help

December 2016 Expense Professional Edition Admin Summary

Administration

Audit Rules - Ticket and Credit Card Matching Fix Prevents Exceptions

With this release, the system will now truncate the Ticket Number field from 14 characters to 13 characters, reversing a change introduced through a fix in early 2016. This update will prevent an audit rule from triggering an exception based on non-matching total numbers as the original 14-character, non-truncated ticket number was not matching the 13-character transaction. Now, the audit rule exception will no longer trigger based on the total number of characters, but instead on non-matching record data.

Business Purpose / Client Benefit: This enhancement fixes an issue that causes an audit rule to generate an erroneous exception in matching when in fact the ticket and credit card values are a match and the system should associated them to one other.

Can Copy Down New Travel Fields from a Credit Card Feed

With the December release, Concur may map the following fields from a Visa Commercial Format (VCF4) feed to Concur expense entries:

Table

Column

CTEShortCode

CESShortCode

CT_CC_TRANS_TRAVEL

CUSTOM1

TravelCustom1

TravelCustom1

CT_CC_TRANS_TRAVEL

CUSTOM2

TravelCustom2

TravelCustom2

CT_CC_TRANS_TRAVEL

CUSTOM3

TravelCustom3

TravelCustom3

CT_CC_TRANS_TRAVEL

CUSTOM4

TravelCustom4

TravelCustom4

CT_CC_TRANS_TRAVEL

CUSTOM5

TravelCustom5

TravelCustom5

Business Purpose / Client Benefit: This change allows for additional read-only information, such as passenger name, to display in expense entries.

Import Extract Admin – Job Run Confirmation and Logging Changes

With this release, the Import/Extract Administrator and Import/Extract Monitor roles will now see a confirmation message when they elect to execute an import or extract job using options in the Import/Extract Administrator tool. In addition, when the job is requested, the action is logged by the system to the Change Log tool where the email address of the employee originating the job run is recorded for auditing purposes.

Business Purpose / Client Benefit: This enhancement prevents accidental job runs by forcing the admin to perform a second step to confirm they want the job to run.

Expense

Online Help - New Languages Available

Concur has updated and expanded the translated online help available for clients. In the December 2016 release, the Help menu links point to the new translated help. The following languages have been promoted from Tier 2 to Tier 1:

  • Czech (cs)

  • Danish (da)

  • Finnish (fi)

  • Korean (ko)

  • Norwegian (no)

  • Polish (pl)

  • Russian (ru)

In addition, the translations for the existing Tier 1 languages have been updated.

Business Purpose / Client Benefit: The new help content provides current translations for 21 languages, giving the end users of global clients more information to help them succeed.

Release Note Admin Summaries Now Available in Online Help

Concur has enhanced the release note information available in the online help, by adding new pages that present release note information and Admin Summaries. The What's New and Release Note Admin Summary links now appear in the left menu of the online help for all admin users. The release note Admin Summaries (HTML format) will be translated into all Tier 1 languages. The administrator can also view the full release notes (English only, in DOC or PDF format), and the release calendar. The translated Admin Summaries will be available through these pages shortly after the monthly release.

Business Purpose / Client Benefit: The What's New page brings together all the information that Concur provides for each release, giving busy administrators a single location to check. The new Admin Summary translations provide global administrators a summary of monthly changes in their language.

Update Background Images on the Sign-In page for ConcurSolutions.com

Every quarter Concur refreshes the cycled background images on the Sign-In page with new images. This refresh applies to Sign-In page. This refresh applies to both Professional and Standard versions.

Business Purpose / Client Benefit: This refresh adds a fresh look to the Sign-In page.

**Coming Soon** Terminology Change – Spanish

This change is for users who select Español, not Español (Latinoamérica), on the Concur Sign In page. In January, Concur will change the following Spanish term.

English Term

Current Spanish Term

Updated Spanish Term

receipt recibo comprobante

Business Purpose / Client Benefit: This change improve accuracy and consistency of the Spanish version of the Concur user interface.

**Coming Soon** Terminology Change – Traditional Chinese

This change is for users who select 中文 on the Concur Sign In page. In January, Concur will change the following Traditional Chinese term.

English Term

Current Traditional Chinese Term

Updated Traditional Chinese Term

segment

節段

區間

Business Purpose / Client Benefit: This change improves accuracy and consistency of the Traditional Chinese version of the Concur user interface.

**Coming Soon** Terminology Changes – Dutch

These changes are for users who select Nederlands on the Concur Sign In page. In January, Concur will change the following Dutch terms.

English Term

Current Dutch Term

Updated Dutch Term

airfare

vluchttarief

vluchtprijs

extract

samenvatting

uitvoerbestand

location

locatie

plaats

match

matchen

koppelen

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the Dutch version of the Concur user interface.

**Coming Soon** Terminology Changes – German

These changes are for users who select Deutsch on the Concur Sign In page. In January, Concur will change the following German terms.

English Term

Current German Term

Updated German Term

Report Totals

Abrechnungssummen

Abrechnungsdetails

Less Cash Advance Returns

Abzüglich Barvorschussrückzahlungen

Abzug Barvorschuss

Less Personal Amount

Abzüglich privater Beträge

Abzug private Beträge

Amount Due Employee

An Mitarbeiter zu erstattender Betrag

Betrag an Mitarbeiter

Amount Claimed

Angeforderter Betrag

Kosten für Unternehmen

Requested Amount

Angeforderter Betrag

Kosten für Unternehmen

Total Amount Claimed

Erstatteter Gesamtbetrag

Geforderter Betrag

Amount Due

Fälliger Betrag

Betrag Unternehmen

Total Requested

Gesamt angefordert

Kosten für Unternehmen
Total Paid By Company

Gesamter vom Unternehmen bezahlter Betrag

Kosten für Unternehmen

Total Amount

Gesamtsumme

Gesamtbetrag

Report Total

Summe aller Beträge

Gesamtbetrag

Business Purpose / Client Benefit: These changes improve accuracy and consistency of the German version of the Concur user interface.

Japan

JPT Jorudan Maintenance

The 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 Expense continue to reflect JPT's current stations and lines.

**Coming Soon** Simplified Employee Authentication for Network IC Card Readers

For Japan Public Transportation (JPT) employees who will use Network IC Card Readers, Concur will reduce the number of initially required authorisation steps.

Business Purpose / Client Benefit: This change makes initial authorisation easier for employees.