April 2019 Budget Professional Edition Admin Summary
Initial Post
Release Note Summaries
All Products
Workflows for Budget Now AvailableWorkflows are now available for Budget. Workflows define how the system routes invoices, expense claims and requests through approval and processing steps. The flexible workflow feature for Budget that SAP Concur offers allows companies to design workflows specifically tailored to their unique needs.
Without budget review, budgets may become fully consumed well before the end of a period or year leaving an organisation with limited options and budget owners with, for example, exceeded budgets. In addition, early spending means that more important (to the organisation) spending will be declined because lesser important spending consumed the budget early on.
Combining budget review in the workflow adds value. Audit rules and workflow step rules can help organisations to add in controls when it makes sense to fine tune to an organisation's specific needs.
Equally important is the determination when a spending item is regarded as committed toward a budget. In most organisations, the commit is when a spending item is paid; it went through most if not all approval steps. In other organisations, the commit occurs much earlier. As soon as a purchase request or an authorisation request is approved, it is regarded as committed.
Business Purpose / Client Benefit: This feature will provide clients with control over the budget spend to, for example, avoid exceeded budgets too early in a budget period or budget year.
Import and Extract Budget Item Data Now by Employee IDClients should now import and extract budget item data (budget owners, budget viewers, budget approvers and budget managers) by using employee ID instead of email address in the Budget Owner and Budget Viewer columns, for example, of the Budget Item import.
Business Purpose / Client Benefit: This feature makes it easier for clients to map employee to budget role, because an employee ID is unique, whereas an email address might not always be. In addition, most import files that have user information use employee ID, so this enhancement will make it more consistent.
**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.
Reminder: No Personal or Sensitive Data in Custom FieldsAll companies must take all reasonable steps to protect the personal and sensitive information of their employees. Per recommended security-related best practices, custom fields should not contain personal or sensitive data.
Concur Invoice
Payment Request(s) Renamed to Invoice(s)SAP Concur has replaced instances of the term "payment request" and its iterations with the term "invoice" and its iterations. These changes are made in the user interface, the Concur Invoice documentation and in all other SAP Concur product documentation where it appears.
The following terms will also change names:
Request ID -> Invoice ID
Payment Request -> Invoice
Request Name -> Invoice Name
Payment Request Type -> Policy
Business Purpose / Client Benefit: This change helps to ensure that the terminology used in SAP Concur is consistent with industry standard terminology.
Planned Change Summaries
All Products
**Planned Changes** SAP Concur Product Access ChangesBeginning in a future release (targeted for June), clients will access SAP Concur products and services via the following domains:
*.concursolutions.com
*.concurcdc.cn
This change is targeted for 8 June 2019.
Please contact appsec@sap.com for any questions regarding this change.
Business Purpose / Client Benefit: This change will allow customers to access SAP Concur services in a consistent, secure manner.
**Planned Changes** Forgot Password Feature, Security Questions and Password Custom TextThese changes are part of the SAP Concur continued commitment to maintaining secure authentication.
In a future release, SAP Concur will add a new Forgot Password feature to the SAP Concur Sign In page, providing an updated experience for users who log in with user name and password credentials.
Currently, depending on a company's configuration, there might be several other options available for the forgotten password process. When the new Forgot Password feature becomes available (targeted for 11 May), those additional options will be removed. The additional options that will be removed are as follows:
Security Questions: Users will no longer receive security question prompts for login authentication.
On-page text: Company custom text will no longer display.
Password hints: The Send me an email with my password hint option will no longer be available.
Business Purpose / Client Benefit: This feature provides greater security for user passwords and streamlines the user experience.
**Planned Changes** No Future Bulk Password Resets or Updates via Import FileIn a future release, the ability to reset or update user passwords through the User Import and Employee Import features will be removed. The ability to set the password for new users during the initial import through the User Import and Employee import features will still be available.
**Planned Changes** Composite Logins to Be DeprecatedThese changes are part of the SAP Concur continued commitment to maintaining secure authentication.
In a future release, SAP Concur will no longer support composite login sign-in page URLs.
Composite login functionality allows users to use a login ID that does not include a domain to log in to SAP Concur products.
All users who use only their username (ex: johndoe) to log in will need to use their CTE Login Name rather than their login ID to log in to SAP Concur products.
SAP Concur will no longer support composite login sign-in page URLs. The typical URL for a composite login page includes the name of the entity (ex: entity=pxxxxxxxxx) and looks like this: https://www.concursolutions.com/signin.asp?entity=pxxxxxxxxx.
All clients will be using the standard Sign In page to access SAP Concur products. The standard sign in page is https://www.concursolutions.com/nui/signin.
Deprecation of the composite login pages for www.concursolutions.com is targeted for 11 May 2019.
IMPACT ON USERS
Users who log in to a composite login page (https://www.concursolutions.com/signin.asp?entity=pxxxxxxxxx) and do not use the at (@) symbol in their user name will need to click the Forgot your user name? link on the Sign In page to retrieve their user name without assistance (preferred) or contact their company administrator to get their CTE Login Name. User passwords remain the same.
Single Sign-On functionality is not impacted by this change. The following users will not be impacted because they do not log in using https://www.concursolutions.com:
SAP Concur web SSO
Concur mobile username/password
Concur mobile SSO
Business Purpose / Client Benefit: Deprecating this feature improves login stability and login success rates, while reducing login dependency.
**Planned Changes** Single Sign-On (SSO) Self-Service Option Coming to SAP ConcurThese changes are part of the SAP Concur continued commitment to maintaining secure authentication.
Single Sign-On allows users to access multiple applications using one set of login credentials. Currently, SAP Concur has two methods for signing in: with a user name and password or using SSO with identity provider (IdP) credentials, such as a user's login credentials for their organisation.
SAP Concur is planning to add a Manage Single Sign-On (SSO) feature to SAP Concur products that provides clients with a self-service option for setting up SSO for their organisation. SSO is currently supported for Concur Expense, Invoice, Request and Travel.
The new Manage Single Sign-On (SSO) feature is a replacement tool for clients using existing SSO configuration on the Security Keys page and a new tool for clients that now want to implement SSO at their organisation. Existing SSO configuration on the Security Keys page and the new SSO Self-Service tool will both be available until everyone has migrated to the new SSO Self-Service tool.
Other SAP Concur products and services are outside the scope of this initial release.
Business Purpose / Client Benefit: This feature provides SAP Concur clients with a self-service option for setting up SSO.
**Planned Changes** Optimising and Relocating the PageTo simplify the Training Administration page, the functionality and content will be changing.
In addition to content changes, access to the Training Administration page will move from Company Admin to Tools.
Business Purpose / Client Benefit: These changes will make the Training Administration feature easier to find and use.
**Planned Changes** Retiring the Purge Test User Transactions FunctionalitySAP Concur is retiring the functionality in the Test User Admin feature that removes the transactions of test users from Concur Expense, Concur Invoice, Concur Travel and Concur Request.
Business Purpose / Client Benefit: This change will allow SAP Concur to devote more resources to development and maintenance of features that are used by many or most of our clients.
**Planned Changes** New SAP Concur Sign In PageSAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with a user name and password credentials. Current Single Sign-On (SSO) users will be able to start the SSO login process at www.concursolutions.com. This feature is planned for 2019.
The new Sign In page feature includes the following:
Two-step login: provides enhanced security, meets current industry standards and provides a better login success rate
Multi-account login: allows administrators to log in with multiple accounts (planned for a future release)
User avatar: enhances the user experience (planned for a future release)
Business Purpose / Client Benefit: This feature provides better security and a faster, convenient experience for users logging in to SAP Concur products and services.
Concur Expense and Concur Request
Budget Insight: **Planned Changes** Budget Insight (Legacy) to Retire in 2019Budget Insight is a budget management tool that is being retired on 30 June 2019. Clients who want to use budget functionality are advised to purchase the new Budget product that SAP Concur offers, which was released earlier this year. The new Budget feature offers greater functionality, an improved UI and additional integrations with SAP Concur products. Most notably is the inclusion of additional expense data from Concur Expense, Concur Invoice, Concur Travel and Concur Request (previously only data from Concur Expense and Concur Request were available).
Business Purpose / Client Benefit: The retirement of Budget Insight will provide clients with the opportunity to purchase the new Budget product that SAP Concur offers and that gives greater value to clients by making budgets visible, actionable and near real-time.
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
