Concur Invoice Professional Edition Administration Help

February 2018 Expense Professional Edition Admin Summary

Last Update: 10 February 2018

Admin

Reminder: No Personal or Sensitive Data in Custom Fields

All companies must take all reasonable steps to protect the personal and sensitive information of their employees. As per recommended security-related best practices, remember that custom fields should not contain personal and sensitive data.

If your company is currently using custom fields to store personal or sensitive data (for example, Social Security numbers, family member names or any other personally identifying information), you should plan to remove this information from your existing fields within the service and modify your current configuration.

Budget

New Budget Feature in Early Adopter Programme

This feature is available to Early Adopter clients only. Budget will be a phased release starting in March with availability to all clients targeted in Q2.

The Budget feature enables clients to set up all components of a budget; a fiscal year to determine the budget period, budget tracking fields to track spending on a cost centre (profit centre) level, budget categories to group expense types for budget purposes and budgets, which are the actual annual budgets, and Budget Items, which define the budget including fiscal year, budget owner, budget name and description.

This feature makes budgets visible, actionable and real-time for approvers and budget owners, leading to high-quality spending decisions for Expense clients.

Company Card

New Fields for Japan Credit Bureau Import Format

With this release, the Japan Credit Bureau (JCB) card import can now capture additional data included in overseas transactions. This is useful for clients who want to use these fields in their workflow and accounting extract configurations to capture this transaction data for their financial systems.

These fields include:
  • Merchant Country Code
  • Merchant State
  • Merchant City

Business Purpose / Client Benefit: This enhancement benefits the Concur Japan market by allowing Expense to capture additional data found in overseas transactions.

Concur Salesforce Connector

Version 1.113 Supports Lightning

The Concur Salesforce Connector, version 1.113, supports the Lightning edition of Salesforce.

Business Purpose / Client Benefit: This change allows Concur Salesforce Connector clients to take advantage of the Lightning edition of Salesforce.

Expense Pay – Global

New Message for Incomplete Banking Profiles (USD)

For Expense Pay – Global clients who have an open batch in United States Dollars (USD), a warning will display if the batch contains a disbursement to a user who has an incomplete banking profile, for example they have not yet authorised direct deposit.

Business Purpose / Client Benefit: This message helps prevent delays in successful processing of payments.

Spend Categories

Airline Fees and Goodwill Spend Categories Removed

With this release, Concur has removed the Airline Fees and Goodwill spend categories from the Spend Category list on the Expense Types page (Administration > Expense > Expense Types (left menu)). These two spend categories are no longer available for selection. Instead, clients should use the Donations and Booking Fee spend categories.

Business Purpose / Client Benefit: This enhancement cleans up the list of spend categories.

Admin

**Planned Changes** Opt Out of In-Product Messaging (United States)

Last year, when in-product messaging was introduced in Europe, the feature included the ability for users to opt out of messaging.

Targeted for the March release, Concur will provide customers in the United States the ability to opt out.

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

For clients who currently display the Privacy Agreement page to users, be aware that on 14 April, 2018, Concur will eliminate that page. That means the privacy agreement will no longer display 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, Concur will provide a standard privacy statement, which can be accessed via a link in the page footer.

This release note discusses the removal of the Privacy Agreement page and its associated configuration options. Information about the new Concur privacy statement will be provided in future release notes.

The intent of the change is to ensure that all customers see the same unmodified Concur privacy statement.

Accessibility

**Planned Changes** Keyboard Access for Working for Others Quick Help

The Working for Others Quick Help contains important information and should be available to everyone. Currently, it is available only by clicking the "?" icon with a mouse. With the March release, the Working for Others Quick Help will become accessible via the keyboard.

Business Purpose / Client Benefit: Working for Others Quick Help will be available to mouse users and keyboard users.

**Planned Changes** Alternative Text for the Logo on the Sign In Page

In June of 2017, accessibility tests for the June 2017 VPAT identified exceptions to the WCAG 2.0 global standards of the W3. These exceptions are identified issues where the location or action did not adhere to the A or AA standard of specific WCAG 2.0 rules. Resolving this issue improves our accessibility quality on the targeted location or action by aligning it to the appropriate WCAG standard.

Effectively, the issue and resolution is this: Screen readers are a type of assistive technology that audibly reads each screen element (instructional text, fields, options, etc.) to the user. Proper coding (in this case, known as alternative text or alt text) is required to ensure the reader "reads" the proper information to the user.

The issue is that the logo on the Sign In page does not currently have the proper code to read the logo description to the user. In the March release, this issue will be resolved.

Business Purpose / Client Benefit: Enhancing our products and services to better align to the accessible standards of WCAG 2.0 increases the ability of all Concur users.

**Planned Changes** Remove All Instances of "ConcurAccessible"

ConcurAccessible is a feature that provides certain accessibility features. However, with the many accessibility enhancements we have been making, ConcurAccessible has become obsolete and is no longer used. In addition, it can create inconsistent UI behaviour for users. Given that, with the March release, all ConcurAccessible components will be removed from Concur.

Business Purpose / Client Benefit: This ensures a consistent, better experience for all users.

Data Retention

**Planned Changes** New Feature for Outdated Data

This new feature will allow clients to control how long 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.

Legacy Expense Authorisation Request

**Planned Changes** Product Retirement (March 2018)

Concur plans to retire our legacy Expense Authorisation Request feature on 31 March 2018.

Concur offered this feature to some clients prior to the existence of the standalone Concur Request product. We now have feature parity as well as enhanced features and full support on the standalone Request product. Clients that wish to leverage a request capability within Concur should purchase and migrate to the Concur Request product.

A client-facing FAQ is available: Legacy Expense Authorisation Request Retirement FAQ.

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our standalone Concur Request product whose functionality, innovation and value now exceeds that of our legacy feature.

New Filter

**Planned Changes** New 23-Month Filter

A 23-month filter will be included with the new Data Retention feature. The filter will impact the following areas:

  • Available Expenses
  • View Transactions
  • Unassigned Cash Advances

This new feature will automatically filter older transactions. The 23-month time is not configurable. Clients who opt to enable the new Data Retention feature automatically turn on the 23-month filter.

Under View Transactions, statement periods older than 23 months will also be filtered out.

Business Purpose / Client Benefit: This filter will reduce the accumulation of unprocessed transactions over time and support the new Data Retention feature.

Plain Text File Transfer Protocol

**Planned Changes** Support for Plain Text FTP to End on 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 15 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".

For more information, refer to the Plain Text FTP Retirement FAQ (English Only).

Business Purpose / Client Benefit: Transfer of data to and from Concur using plain text FTP after the End of Support date will result in a failure of incoming connections. Clients using plain text FTP must utilise one of the approved secured methods to continue transferring data as outlined in the File Transfer User Guide. This change is required on the client side, and Concur is available to support these efforts.

Client Notifications

Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors (English Only)

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes, accessible from What's New - Professional Edition