Concur Invoice Professional Edition Administration Help

April 2019 Analysis/Intelligence Professional Edition Admin Summary

Initial Post

Release Note Summaries

The items in this section are summaries of the release notes for this month. The Professional Edition release notes are accessible from What's New - Professional Edition.

Model Changes

New Fields: Country Prompt and Country Prompt Key

With this release, there are new country prompt-related fields for Expense.

Description: The new Country Prompt and Country Prompt Key fields help improve the performance of Prompts pages containing a country prompt. When the Country Prompt and Country Prompt Key fields are used for country prompts on the Prompts page for a claim, country information loads more quickly and efficiently.

The new country prompt-related fields for Expense are located in the following folder:

  • Expense > Expense Claims > Entry Information > Keys > Prompt Keys
New Fields: Last User Login Date and Last User Login Time

With this release, there are new login-related fields for Expense.

Description: The new Last User Login Date and Last User Login Time fields allow users that previously used profile information from the deprecated Travel Report to report on the date and time of the last user login for users.

The new login-related fields for Expense are located in the following folder:

  • Expense > Lists > Employee Information
New Fields: Payment Demand ID and Payment Demand Key

With this release, there are new payment demand-related fields for Expense.

Description: The new Payment Demand ID and Payment Demand Key fields allow users to report on an expense claim's payment demand information.

The new payment demand-related fields for Expense are located in the following folders:

  • Expense > Payment Manager > Payment Demand
  • Expense > Payment Manager > Item Payee > Keys
New Fields and Updated Folder: Bill To Address

With this release, there are new purchase request-related fields and a renamed folder for Invoice.

Description: The new Bill To Address fields in the new Bill To Address – Purchase Request folder allow users to report on the bill to address that is on the actual purchase request to ensure invoices are sent to the correct address. With this update, the Bill To Address folder is also renamed to Bill To Address – Policy in the model. The bill to address fields in the Bill To Address – Policy folder are populated based on the policy to which the purchase request belongs, and may differ from the bill to address on the actual purchase request.

The new purchase request-related fields for Invoice are located in the following folder:

  • Invoice > Purchase Request > Purchase Request Header Information > Bill To Address – Purchase Request

The renamed purchase request-related folder for Invoice is located in the following folder:

  • Invoice > Purchase Request > Purchase Request Header Information > Bill To Address – Policy

Report Changes

Updated Report: Unsubmitted Requests by Approver - Summary

The Request Key column is now renamed to Request Count on the Unsubmitted Requests by Approver – Summary report. The column was renamed to better represent the data displayed in the column. The Request Count column provides the total number of unsubmitted requests per requesting employee by approver, the total number of unsubmitted requests under each approver and the total number of unsubmitted requests for all requesting employees.

Also, the "Invoice Date:" subtitle is no longer displayed under the report title when no date range is selected on the Prompts page. Before this update, if no date range was selected on the Prompts page, "Invoice Date:" was displayed on the report with no date values.

WHAT THE USER SEES

The Request Key column is now renamed to Request Count.

The "Invoice Date:" subtitle is no longer displayed under the report title when no date range is selected in the Invoice Date prompt on the Prompts page.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Invoice
  • Intelligence - Standard Reports ‎> Invoice

For more information about the Itinerary Details report, refer to the Chapter 12: Folder – Invoice in the Standard Reports by Folder guide (English Only).

Updated Report: Germany – BIK Report (German Market-Specific Report)

The default German benefit in kind (BIK) rates used by the Germany – BIK Report are now updated to the 2019 German BIK rates.

  • The default BIK amount for Breakfast is 1.77
  • The default BIK amount for Lunch is 3.30
  • The default BIK amount for Dinner is 3.30

The Germany – BIK Report is available to Analysis and Intelligence clients in the German market.

WHAT THE USER SEES

The default German BIK rates displayed in the BIK Amounts prompt on the Prompts page now display the 2019 German BIK rates.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Market Specific Reports
  • Intelligence - Standard Reports ‎> Market Specific Reports

For more information about the Itinerary Details report, refer to the Chapter 13: Folder – Market Specific Reports in the Standard Reports by Folder guide (English Only).

Updated Report: Germany – Yearly Employee Report (German Market Specific Report)

Analysis and Intelligence clients in the German market can now filter the Germany – Yearly Employee Report by employee name and/or employee ID. This update provides additional options for completing yearly employee tax reporting for employees in Germany.

WHAT THE USER SEES

The Employees prompt is removed, and the Employee Name and Employee ID prompts are added to the Prompts page. The new Employee Name and Employee ID prompts include search and multi-select functionality.

The Employee Name and Employee ID prompts have additional search options, including case sensitivity. Click the Options link below the Keywords field to view the search options.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Market Specific Reports
  • Intelligence - Standard Reports ‎> Market Specific Reports

For more information about the Itinerary Details report, refer to the Chapter 13: Folder – Market Specific Reports in the Standard Reports by Folder guide (English Only).

Updated Report: Travel Requests by Segment

The Prompts page for the Travel Requests by Segment report has been updated so that the page's functionality matches the standard functionality used by other reports.

With this update, the Request Policy and Request Purpose columns were also added to the Travel Requests by Segment report, to be consistent with the other Travel Request reports, such as the Approved Travel Requests by Employee and the Travel Requests by City reports.

WHAT THE USER SEES

The following changes were made to the Prompts page:

  • The Show Date Range button has been removed from the Segment Type prompt.
  • The Segment Type prompt is now a multi-select prompt, and the Select all and Deselect all options have been added to the prompt.
  • The Start Date prompt has been added.

    Clients have the option of selecting a specific date range based on the Start Date field or can filter the report from the earliest start date to the latest start date. The Start Date prompt defaults to the Earliest date and Latest date options.

  • The Back and Next buttons have been removed.

The Travel Requests by Segment report now sorts by employee name, and the Request Policy and Request Purpose columns have been added to the report.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Travel Request
  • Intelligence - Standard Reports > Travel Request

For more information about the Travel Requests by Segment report, refer to the Chapter 21: Folder – Travel Request in the Standard Reports by Folder guide (English Only).

Updated Report: Invisible Spend Details

A new column, Purpose, has now been added to the Invisible Spend Details report. The Purpose column displays the business purpose or description of the expense entered for the expense claim. The source of the Purpose column in the model is Expense > Expense Claims > Claim Header Information > Purpose.

WHAT THE USER SEES

The Purpose column has been added to the Invisible Spend Details report.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > TripLink
  • Intelligence - Standard Reports ‎> TripLink

For more information about the Invisible Spend Details report, refer to the Chapter 22: Folder – TripLink in the Standard Reports by Folder guide (English Only).

Visualisation Enhancements to the Standard Reports

SAP Concur is in the process of standardising the visualisation of the Prompts pages and report output for the standard reports located in the Analysis – Standard Reports and Intelligence – Standard Reports folders. These updates will ensure a consistent visual experience for clients working with the standard reports.

This project will not affect the content displayed on the Prompts pages or the report output. It will only affect the general look and feel of the Prompts pages and report output for the standard reports.

This is an ongoing project. The first reports to be updated will be the top 50 standard reports that clients run the most. Clients will see the report updates as they become available.

UPDATED REPORTS

With the April release, the following reports were updated as part of this project:

Folder Name

Report Name

Accrual

Expense Accrual by Date Range

Top Employees with Unassigned or Unsubmitted CC Transactions (Intelligence only)

Unassigned Credit Card Transactions (Intelligence only)

Administration

Accounting Reconciliation Report

Authorised Approver Details (Intelligence only)

Bank Statement Reconciliation Report

Billed Transaction Reconciliation - Detail (Calendar Month)

Billed Transaction Reconciliation (Calendar Month)

Employee Bank Account Status

Employee Details

Employee Roles

Expense and Travel Overview

Expense Claims by Country

Invoice Billed Transaction Reconciliation - Detail (Calendar Month)

Invoice Billed Transaction Reconciliation (Calendar Month)

System Activity Report

Travel Rule Class

TripIt Expense Authorisations by Employee

TripIt Travel Authorisations by Employee

User Rating Summary - Expense

User Rating Summary - Travel

Audit

Audit Service Exception Categories

Audit Service Exception Categories - Details

Audit Service Statistics - Details

Audit Service Statistics by Reporting Group

Audit Service Statistics Summary

Audit Summary by Employee

Audit Summary by Question

Audit Volumes

Employee Audit Required Status

Claim Entry Exceptions

Claim Header Exceptions

Expense Processing

Airfare Booked But Not Yet Expensed (Intelligence only)

Approver Statistics (Intelligence only)

Expense Accounting Analysis

Expense Entry Analysis (Intelligence only)

Expense Entry Analysis Details (grouped by Employee)

Expense Entry Analysis Details (grouped by Expense Type)

Expense Summary by Employee and Year

Expense Summary by Expense Type and Year

Expenses with TripIt Itineraries

Missing Receipt Audit

Payment Type Analysis (Intelligence only)

Claims Approved But Receipts Not Viewed

Unsubmitted Expense Entry Analysis Details (grouped by Employee)

Unsubmitted Expense Entry Analysis Details (grouped by Expense Type)

Workflow Aging – Details (Intelligence only)

Workflow Cycle Times – Details (Intelligence only)

Workflow Cycle Times – Summary by Manager (Intelligence only)

Workflow Cycle Times – Summary by Processor (Intelligence only)

Finance

Cash Advance Analysis

Credit Card Transactions

Expense Claim Totals

Expenses by Approver Hierarchy (Intelligence only)

Financial Summary (Intelligence only)

Invoice

Unsubmitted Requests by Approver - Detail

Unsubmitted Requests by Approver - Summary

Workflow Cycle Times - Details

Workflow Cycle Times - Summary by Manager

Workflow Cycle Times - Summary by Processor

Other Changes

Enhancements to the Standard Reports by Folder Guide

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

Passengers

Data Item Label

Data Item Name

Data Item Expression

Data Item Description

Purchased By

<Purchased By>

[Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name]

Legal first and last name for the travelling employee (for example, John Smith)

Booked By

<Booked By>

[Travel].[Trips].[Booking Employee]

Name of the employee who booked the trip (last name, first name format)

Passengers

<Passengers>

[Travel].[Trip Passengers].[Passenger]

Employee taking the trip (last name, first name format)

Is Primary?

<Is Primary ?>

[Travel].[Trip Passengers].[Is Primary]

Shows if the employee is the primary traveller (Yes/No format)

**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender List

SAP 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 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.

Planned Change Summaries

The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

Other Changes

**Planned Changes** Authentication: Forgot Password Feature, Security Questions and Password Custom Text

These 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 may 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. They are:

  • 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** Authentication: New SAP Concur Sign In Page

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

SAP 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 https://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.

**Planned Changes** SAP Concur Product Access Changes

Customers will need to access SAP Concur products and services via the following domains:

  • *.concursolutions.com
  • *.concurcdc.cn

This change is targeted for 8 June 2019.

SAP Concur recommends clients migrate to one of the domains at their earliest convenience, if they are not already using one of them.

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.

Client Notifications

The items in this section provide reference material for all clients.

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