April 2019 Analysis/Intelligence Professional Edition Admin Summary
Initial Post
Release Note Summaries
Model Changes
New Fields: Country Prompt and Country Prompt KeyWith 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
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
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
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 - SummaryThe 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 SegmentThe 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 DetailsA 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 ReportsSAP 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 GuideSAP 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:
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) |
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
Other Changes
**Planned Changes** Authentication: 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 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 PageThese 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 ChangesCustomers 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
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
