VAT

Support VAT in Unit Price at the Header Level

Currently, Invoice supports the supplier setting for including VAT in the unit price at the line item level (Is VAT included in invoice line item option). With this release, this supplier setting will also be available at the header level applying to all four VAT amount fields. Concur will rename the Is VAT included in invoice line item field to Supplier Includes VAT in Unit Price and this field will apply to both the header and line item.

When users select this option, it means that VAT is included in the unit price and, therefore, the gross amount or other calculations should not include VAT at the header or line item level.

Business Purpose/Client Benefit: This enhancement helps clients avoid being overcharged by suppliers, yet account for the VAT of the invoice.

Purchase Requests and Purchase Orders

PO Change Order Now Available

Concur now offers the ability for users to change a transmitted purchase order and resend it through the same workflow.

The user initiates the PO change order process of a transmitted purchase. The purchase request user can then add line items to the request and let the request go through the workflow again, including approval and processing. The system creates a new version of the purchase order, but with the same PO number.

Business Purpose/Client Benefit: This feature gives clients more control and flexibility in working with purchase orders by giving them an option to request a change to a purchase order.

User Can Now Change Bill to Address on Purchase Request

The purchase request user will now be able to change the bill-to address on purchase requests, so that they can send the supplier the correct address to which to bill the request. Users can switch to any bill-to address available for their company.

The default bill-to address that is used on policy level should be used for the purchase request. If the user changes the policy on the purchase request, the system does not change the bill-to address on the purchase request since the user might have changed this previously from the former policy default.

The Ship To Address and Bill To Address fields work in the same way, that is, a user can click in the respective fields and select the relevant address to use.

In addition to this new feature, Concur has made some user interface changes on the purchase request details page. These include changing the location of the Actions, Delete and Submit buttons (to the right on the page), and the Ship To Address section (to just above the Bill To Address section).

Business Purpose/Client Benefit: This enhancement improves client efficiency by enabling them to easily update an incorrect bill-to address.

Concur Receiving: Prevent Associated Receipts from Being Changed

If a receipt is associated with an invoice, a user will not be able to delete or make data changes to this receipt, as it will affect invoices that are part of three-way matching. If a user needs to make changes to an invoice, they need to first unassociate the receipt to the invoice.

However, if a receipt is associated with an invoice, the user can attach images to this receipt.

Business Purpose/Client Benefit: This enhancement gives clients more control over invoices when working with associated receipts.

Terminology

Terminology Changes – Spanish

In April, Concur will update the following Latin American Spanish terms.

Business Purpose/Client Benefit: These changes improve accuracy and consistency of the Spanish version of all Concur solutions

Terminology Changes – Italian

In April, Concur will change the following Italian terms.

Business Purpose/Client Benefit: These changes improve accuracy and consistency of the Italian version of the Concur user interface.

**Coming Soon** Terminology Changes – Italian

In the May release, Concur will change the following Italian terms.

Business Purpose/Client Benefit: These changes improve accuracy and consistency of the Italian version of all Concur solutions.

**Coming Soon** Terminology Change – Swedish

In the May release, Concur will change the following Swedish term.

Business Purpose/Client Benefit: This change improves accuracy and consistency of the Swedish version of all Concur solutions.

**Coming Soon** Terminology Changes – Dutch

In the May release, Concur will change the following Dutch terms.

Business Purpose/Client Benefit: These changes improve accuracy and consistency of the Dutch version of all Concur solutions.

**Coming Soon** Terminology Change – Brazilian Portuguese

In the May release, Concur will change the following Brazilian Portuguese terms.

Business Purpose/Client Benefit: These changes improve accuracy and consistency of the Brazilian Portuguese version of all Concur solutions.

Budget

**Coming Soon** New Budget Insight Feature in Early Adopter Program Targeted for June

The Budget Insight feature enables clients to set up all components of a budget; a fiscal year to determine the budget period, Budget Categories to group expense types for budget purposes and budgets, which are the actual annual budgets, and Budget Items, which define the budget including fiscal year, budget owner, budget name and description.

This feature makes budgets visible, actionable and real-time for approvers and budget owners, leading to high-quality spending decisions for Invoice (payment requests and purchase requests).

Business Purpose/Client Benefit: This feature makes budgets visible, actionable and real-time for approvers and budget owners, leading to high-quality spending decisions for Invoice (payment requests and purchase requests) clients.

**Coming Soon** Enhanced Fiscal Calendar for Analysis/Intelligence

Concur will soon provide an enhanced fiscal calendar for Analysis/Intelligence that will be available for Invoice. 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.

A fiscal calendar has one or more fiscal years, and fiscal years have one or more fiscal periods.

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.

Fiscal periods can vary in length within a fiscal year; however, they typically represent months.

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

Capture Processing

Automatically Match Invoice to the Assigned Supplier Owner

With this release, Capture Processing now automatically populates the Assign Request To field with the name of the employee systematically matched to a supplier by using options on the Supplier Mapping List page. Prior to this change, if the system found an invoice owner value during extraction that name would populate the Assign Request To field. Now, if the supplier providing the invoice is associated with a supplier owner, Capture Processing retrieves the name of the supplier owner and uses that to route the invoice.

Business Purpose/Client Benefit: This enhancement speeds the assignment and routing of an extracted invoice by systematically directing the invoice to the employee matched to the supplier.

Support for VAT Amount 2 - 4 Fields at the Line Item Level

With this release, Capture Processing now supports calculation of the VAT amount 2-4 fields for payment requests at the line item level.

Business Purpose/Client Benefit: This enhancement gives clients more flexibility when working with VAT data at the line item level.

Supported Configurations

Support for TLS v 1.0 Encryption Protocol to End – DATE MOVED FOR THE US DATA CENTRE

Please note these dates:

- EU datacentre: Completed on Tuesday, 4 April 2017

- US datacentre: MOVED TO Wednesday, 31 May 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.

Please Note New End Date of Support is May: We have moved the date 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.

Microsoft Internet Explorer v.10 Deprecation – UI Banner

After Concur has deprecated TLS 1.0 from concursolutions.com, Internet Explorer 10 will be queued for deprecation in August 2017. Microsoft deprecated Internet Explorer 10 as of 12 January 2016.

Concur will add a banner in April 2017 to notify remaining users of Internet Explorer 10 that their browser version will no longer be supported and to upgrade to Internet Explorer 11.

User/Customer Benefit: Upgrading to Internet Explorer 11 will enable companies to use a supported Microsoft browser that – by default – supports TLS 1.2.

**Coming Soon** Microsoft IE v.10 Browser Support Ends 18 August 2017

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.

Notifications

Concur Non-Affiliated Subprocessors Notice

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

If you have questions or comments, please reach out to: Privacy-Request@Concur.com

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other Concur monthly release notes.