Purchase Requests and Purchase Orders

With this release, clients will be able to add the purchase request number to the list view of the purchase orders. Clients can go into the Preferences window to add this purchase request number.

Currently, this field is only available for opened single purchase orders when clients select the View Association button.

Business Purpose / Client Benefit: This enhancement makes it easier for clients to have visibility into the related purchase request of the purchase order.

Fiscal Calendar

The enhanced fiscal calendar for Analysis/Intelligence is now available. 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 is available in the Reporting Configuration tool, which is accessed via Administration > Expense or Administration > Invoice.

Miscellaneous

Concur has added support for self-service connections to Enterprise applications from the App Centre. For applications that have enabled this connection flow, administrators can connect their Concur implementation to enterprise partner integrations directly from the App Centre.

While connecting to an application, the administrator may see up to three types of terms and conditions, depending on the app:

• Concur App Centre End-User Terms & Conditions. These are the basic terms of use for individual users in the App Centre. You will be asked to accept these terms only once.
• Shared Information. This states the specific information that will be shared with the partner. This is specific to the partner integration to which you are connecting. You will be asked to accept these terms for each application.
• Customer Authorisation to Link Accounts. These are the basic terms of use for company-wide integrations. Your company will be asked to accept these terms only once.

After accepting the terms and conditions, the administrator is directed to the partner's site to set up their administrator account and complete the connection process.

The first app using this connection flow is Uber for Business.

Business Purpose / Client Benefit: This connection flow simplifies the process when integrating your Concur implementation with Enterprise partners. In addition, the App Centre provides a more unified and secure experience when an administrator connects your company to an Enterprise app.

Concur Solutions Home Page

With this release, Concur has removed the Quick Tips section of the Concur Solutions home page (concursolutions.com).

Business Purpose / Client Benefit: This update simplifies the home page, making it easier to view and access the information on the page.

HTML Editor

In June, the HTML editor used by admins for custom text and messaging was updated. The change was made to provide an up-to-date HTML editor utilising today’s standards including HTML5 as well as to increase the security of the HTML editor.

The toolbar might contain two or three rows based on location, but the available options on the toolbar did not change. To clarify, all of the options on the previous toolbar are available on the enhanced toolbar. Depending on your task, you may see a two-row toolbar or a three-row toolbar.

Capture Processing

With this release, a new column, Document Count, is now added to the display of invoice batches received and shown on the Batch List page.

This column is populated by the number of separate documents detected by Capture Processing when it receives an invoice batch. The number initially appears after the system receives and completes the verification task on an invoice batch.

Business Purpose / Client Benefit: This enhancement lets the Capture Verifier assess and prioritise their work based on the number of documents included in an invoice batch as displayed in this column.

Supported Configurations

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

Business Purpose / Client Benefit: This update reminds employees that the version of Internet Explorer they are using is obsolete and they should upgrade in consultation with their organisation.

Planned Changes

On the Concur home page, the existing link to upload receipts (New > Upload Receipts) will take users to the Available Receipts section of the main Invoice page.

Business Purpose / Client Benefit: The change allows users to upload receipts more efficiently.

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