Concur Invoice Professional Edition Administration Help

November 2016 Invoice Professional Edition Admin Summary

Email to Suppliers When Payment Has Been Made

With this release, suppliers will receive an email when they are paid via ACH or Check with Invoice Pay, which will contain full remittance information including when, how and for what they are paid. This applies to both partial and full payments.

The information in the email will contain the invoice date, invoice amount, invoice number, payment date, payment method and any notes that may exist on the payment submission. In addition, for Check emails the check number will be included. The paying company name must be in the Subject field and in the header line of the email.

The email address will be determined by what is entered in the Supplier Contact field of the Approved Supplier Import. Multiple email addresses are supported in this field by separating the email addresses with a semicolon.

If the payment fails after the email is sent, the client is responsible for following up with the supplier.

Business Purpose / Client Benefit: This feature makes clients more efficient and save them time in answering payment question.

Concur Receiving Now Available

Concur now offers the ability for users to add quantity receipt data manually in Invoice. Once the user has entered the receipt data, it is available for matching.

Business Purpose / Client Benefit: This feature is beneficial for clients who can receive receipts in Invoice and use three-way matching to give them more control over their invoice process.

Ship-To and Bill-To Address Entering Made Easier

Clients who use the same ship-to and bill-to address will now be able to type the company location address once, and then select a check box that will populate the other company location with that same address.

Business Purpose / Client Benefit: This enhancement provides clients with a more efficient and faster way of entering bill-to and ship-to addresses and reduces the risk of errors when the address only needs to be entered once.

Process Request Option Displays All Requests Awaiting Approval

Currently, the default query on the processor pages is set to blank. With this release, the default query will now list all payment requests/purchase requests/purchase orders that the processor need to process.

Business Purpose / Client Benefit: This feature makes work more efficient for processors who can see the items that they need to process as soon as they open the processer page.

Switch Tax Mode for VAT

With this release, Concur introduces the ability to switch mode for VAT. In principle, this feature works the same way as the already existing Switch Tax Mode feature.

Previously, Invoice would auto-distribute VAT at all lines at the line item level based on the total at the header level. With this feature, when clicking the Itemisation Summary option button in the Specify Tax in setting, the total at the header level will be maintained and in read-only mode, and no auto-distribution will occur. Instead, users will be able to view and edit VAT at the line item level. This is beneficial for clients who work with items that have different VAT rates. For example, the client might have five items that are taxable and five other items that are exempt from tax. This feature enables client to easily change the VAT rate for items at the line item level.

The Specify Tax in setting with the Invoice Details and Itemisation Summary option buttons displays on the Payment Request Header form of the payment request provided there is at least one VAT field at the header and at the line item level.

Business Purpose / Client Benefit: This feature makes it easier and gives more control to clients when they need to use different VAT on items at the line item level of the payment request.

All Fields Can Now Be Rearranged on the Payment Request Line Item Details Form

Concur has now made it possible to rearrange the order of the Expense Type, Quantity, Unit Price and Net Amount fields number on the Payment Request Line Item Details form.

Business Purpose / Client Benefit: This enhancement gives the client flexibility and more control over in which order they want to display the columns in the line item section of the payment request.

Reminder: Support Ending for Deprecated APIs

As described in the Feb 2016 release notes, the effective date for the deprecation of the following Concur APIs was 19 May, 2016. In two weeks, as of 19 November, 2016, the APIs will be retired, and Concur will not address any new issues concerning them.

Business Purpose / Client Benefit: This update removes outdated or unused APIs and API functions.

**Coming Soon** Support for TLS v 1.0 Encryption Protocol to End March of 2017

Concur announces 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.

Note that, since less than 1% of Concur users are logging in to Concur Solutions by using browsers or phones limited to version 1.0, a very small number of users are affected by this support discontinuation.

We have moved the date support will end from 31 January to 31 March of 2017 in order to give our clients ample time to understand and make the required manual changes to their browser's security settings. These changes will be detailed in an upcoming service release.

Business Purpose / Client Benefit: Concur is taking this step after careful consideration of both the client’s security and ease of upgrade to the newer, more secure 1.1 and 1.2 versions of TLS. This end-of-life plan for TLS v 1.0 ensures our clients are communicating with Concur services in a safe and secure manner using TLS v. 1.1 and later versions.

Capture Processing: Improvements to Rotation of Invoice

With this release, the admin working with invoices on the Document Separation page may now elect to rotate the invoice either clockwise or anticlockwise. Prior to this change, the function was limited to rotating clockwise to reach the preferred display. Now the image may be rotated as needed to reach the correct display more rapidly.

Business Purpose / Client Benefit: This enhancement speeds up the task of working with the rotation of invoices.