Model Changes

With this release, there are new fleet and fuel credit card-related fields and filters for Expense.

DESCRIPTION: These fields and filters allow users to report on the fleet and fuel credit card assignments for employees and vehicles. These fields and filters can help track vehicle and fuel expenses at both the employee and vehicle level, as well as help determine the total cost of ownership on a vehicle-by-vehicle basis, how often employees are using the vehicles and where employees are going in the vehicles.

The new fleet and fuel card-related fields are located in the following folders:

• Expense > Expense Claims > Credit Card > Additional Transaction Details > Credit Card - Fleet/Fuel Information
• Expense > Expense Claims > Credit Card > Additional Transaction Details > Credit Card - Fleet/Fuel Information > Keys

The new fleet and fuel card-related filters are located in the following folder:

• Expense > Expense Claims > Credit Card > Additional Transaction Details

Localisation Changes

With the June release, Concur added support for Dutch, Italian, Korean and Swedish in the Analysis/Intelligence reports, model and archive.

As part of the June release, most, but not all, of the reports in the Analysis – Standard Reports folder for Analysis customers, and the Intelligence – Standard Reports folder for Intelligence customers, were made available in Dutch, Italian, Korean and Swedish for users that have their content language set to Dutch, Italian, Korean and/or Swedish.

REPORTS NOT YET LOCALISED

Some of the reports in the Analysis – Standard Reports folder for Analysis customers and the Intelligence – Standard Reports folder for Intelligence customers are not yet available in Dutch, Italian, Korean and Swedish. Concur is aiming to complete the localisation of these reports in a future release.

Until these reports are localised, these reports will continue to display in US English.

MORE INFORMATION

For more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet.

Report Changes

Analysis and Intelligence clients can use the new Payment Practices and Performance report to report on their ability to pay invoices on time. This report was designed to help businesses provide the information required by the Duty to Report on Payment Practices and Performance regulation in the United Kingdom. The report includes the proportion of invoices paid beyond agreed terms (by percentage), the average time taken to pay invoices, and the proportion of invoices paid within various time periods.

LOCATION OF THE REPORT

Other Changes

UPDATE: Please note these dates:

- EU datacentre: Completed on Tuesday, 4 April 2017

- US datacentre: Completed on Wednesday, 12 July 2017

Several months ago, Concur announced an End of Support cycle for version 1.0 of the TLS encryption protocol, continuing support for the more secure 1.1 and 1.2 versions of TLS. As background, the TLS protocol allows secure back and forth communications between a phone or computer and a cloud-based service.

This process has spanned several months and is now complete.

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.

When the enhanced fiscal calendar is released (currently targeted for August), the Employee Budget in the Cognos model will display the Fiscal Employee Budget. After the enhanced fiscal calendar is released, any custom reports that use the Year field (Expense > Lists > Employee Budget) as a display column in a report will need to have the Year field replaced with the new Year Name field (Expense > Lists > Employee Budget). The Year field will become the Fiscal Year Key field, so the Year field may not be meaningful to display in reports anymore.

Company averages will be removed from the Average Spend section on the Department Manager Overview dashboard.

Over the past few months we have been announcing that fiscal calendar support is coming soon. This feature is a highly requested feature that we are very excited to be able to offer. In order for us to be able to release this feature sooner rather than later, we made a decision to remove the comparison of the department's Average Spend to the rest of the company that is located below the Average Spend metric. The decision to do this was strictly based on weighing the value that fiscal year support would provide versus the value a department manager would find in being able to compare his/her Average Spend to the rest of the company.

Concur is aiming to make this update to the Department Manager Overview dashboard in the September release.

WHAT THE USER SEES

The comparison between the company averages and the department averages for each spend category will no longer be calculated or displayed in the Average Spend section.

BEFORE

The company average comparison results are displayed below each spend category.

AFTER

Only the department averages will be displayed for each spend category.

LOCATION OF THE DASHBOARD

You can access the Department Manager Overview dashboard from the Quick Access Menu page on the Persona Dashboard by clicking Department Manager.

The Persona Dashboard is located here:

• Intelligence - Standard Reports ‎> Persona Dashboards

The Department Manager Overview dashboard is located here:

• Intelligence - Standard Reports ‎> Persona Dashboards > Department Manager Overview

For more information about the Department Manager Overview dashboard, refer to Chapter 16: Folder – Persona Dashboards in the Standard Reports by Folder guide.

Currently, the files generated by the Data Dump Extract job are created using the following naming convention: dd_<entitycode>_DataDump_yyyy_MM_dd.zip. Sometimes this can result in duplicate file names. In an upcoming release, the files generated by the Data Dump Extract job will include both a date and time stamp to ensure each file name is unique. The new naming convention will be: dd_<entitycode>_DataDump_yyyy_MM_dd.hh-mm-ss.zip.

Concur is now aiming to release the enhanced fiscal calendar for Analysis/Intelligence in August. A fiscal calendar allows organisations to define their accounting periods independent of the standard calendar year. Many organisations define their own calendars to model their financial reporting to reflect seasons in their business, to compare results with direct competitors and to avoid the busy year-end season in January.

The new fiscal calendar provides much more flexibility and detail. It displays current and past fiscal years, and all fiscal periods within those years.

Fiscal years have a start date and an end date. Each year may have a different length to accommodate leap years and short years or long years. (Organisations use short years and long years when they change the start date of their fiscal year.) Fiscal years cannot overlap with prior fiscal years and no gaps can exist between fiscal years.

With the new calendar, fiscal periods can vary in length within a fiscal year; however, they typically represent months.

FREQUENTLY ASKED QUESTIONS (FAQ)

UPCOMING CHANGES FOR ANALYSIS AND INTELLIGENCE

With the release of the enhanced fiscal calendar, BI Managers will be able to create a budget that aligns with fiscal quarters. Currently, BI Managers can only align their budgets with calendar quarters.

Additional enhancements will come with this change. For example, Concur will be updating several existing standard reports and dashboards, including the Department Manager Overview and Expense Management Overview dashboards, so that they can be aligned to a company’s fiscal year. The drill reports associated with the Department Manager Overview dashboard will also be updated to align with a company’s fiscal year.

Concur will also be updating the Actionable Analytics alerts to support the enhanced fiscal calendar. For example, the Percent of Budget alert will be updated so that the alert can be sent to the BI Manager when the defined percentage of budget is reached during a fiscal quarter (for companies who have specified a fiscal calendar).

Additional information will be available in future release notes.

Business Purpose / Client Benefit: This feature gives clients the flexibility to define their accounting periods independently of the standard calendar year.

WHAT THE ADMIN SEES

The enhanced fiscal calendar is available in the Reporting Configuration tool.

In addition, the Fiscal Calendar Set Up tab is now called Fiscal Calendar.

The Fiscal Calendar has five buttons, which are described in the following table:

CONFIGURATION/FEATURE ACTIVATION

Concur is aiming to release the enhanced fiscal calendar for Analysis/Intelligence in August.

To access the Fiscal Calendar (Professional):

1. Click Administration > Expense or Invoice > Reporting Configuration (left menu). The Reporting Configuration page appears.

2. Click the Fiscal Calendar tab.

For more information, refer to the Shared: Reporting Configuration Setup Guide (English Only).

To access the Fiscal Calendar (Standard):

1. Click Administration > Expense Settings or Invoice Settings > Reporting Configuration. The Reporting Configuration page appears.

2. Click the Fiscal Calendar tab.

For more information, refer to the Shared: Reporting Configuration Setup Guide for Concur Standard Edition (English Only).

Support for Microsoft Internet Explorer (IE) version 10 browsers under Concur products will end on 18 August 2017. Concur strongly advises clients using IE v.10 to update to the latest IE browser version before that date, or to install and work with another supported browser.

Users still using IE v.10 will see a banner.

Client Notifications

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

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