July 2018 Analysis/Intelligence Professional Edition Admin Summary

Initial Post

Model Changes

New Field: Is Agency Sourced Expense Flag

With this release, there is a new source-related field for Expense.

Description: The Is Agency Sourced Expense Flag field allows users to report on whether the originating source of an expense is a TMC or travel agency.

The new source-related field for Expense is located in the following folder:

Expense > Expense Claims > Entry Information

Localisation Changes

Additional Reports Available in Brazilian Portuguese, Czech, Spanish and Other Languages

With the June release, the localisation project for Analysis/Intelligence reports, model and archive was completed except for a handful of reports and folders that were still being localised.

With the July release, the following reports in the Analysis – Standard Reports folder are now available in Bulgarian, Brazilian Portuguese, Croatian, Czech, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak, Spanish and Turkish:

Audit > Audit Summary by Employee
Audit > Audit Summary by Question
Audit > Employee Audit Required Status
Invoice > Attendee Details
Invoice > Top Invoice Supplier Spend – Summary

With the July release, the following reports in the Intelligence – Standard Reports folder are now available in Bulgarian, Brazilian Portuguese, Croatian, Czech, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak, Spanish and Turkish:

Audit > Audit Summary by Employee
Audit > Audit Summary by Question
Audit > Employee Audit Required Status
Expense Processing > Approver Statistics
Invoice > Attendee Details
Invoice > Top Invoice Supplier Spend – Details
Invoice > Top Invoice Supplier Spend – Summary
Persona Dashboards > Department Manager Overview > Detail Reports > Credit Card Adoption Details
Persona Dashboards > Department Manager Overview > Detail Reports > Future Trips Details
Persona Dashboards/Invoice Management Overview > Detail Reports > Aging Payables - Details
Persona Dashboards > Invoice Management Overview > Detail Reports > PO and Non-PO Spend - Details
Persona Dashboards > Spend Management Overview > Dashboard - Expense Spend Management Overview
Persona Dashboards > Spend Management Overview > Detail Reports > Policy Exception Details
Premium Dashboards > Actionable Analytics > Manager Dashboard
Premium Dashboards > Actionable Analytics > Manager Travel Expense and Budget Monitor Alert
Spending > Executive Briefing Summary
Tax > Australian Fringe Benefit Tax Details

REPORT NOT YET LOCALISED

The following report in the Intelligence – Standard Reports folder for Intelligence customers is not yet available in Bulgarian, Brazilian Portuguese, Croatian, Czech, Danish, Finnish, French Canadian, Hungarian, Norwegian, Polish, Romanian, Russian, Slovak, Spanish and Turkish:

Persona Dashboards > Department Manager Overview > Dashboard - Department Manager Overview

SAP Concur is aiming to complete the localisation of this report in the August release. Until this report is localised, the report will continue to display in US English.

MORE INFORMATION

For more information about language settings in Cognos, refer to the Localisation for Analysis/Intelligence fact sheet (English only).

Report Changes

New Report: Drive Adoption

Analysis and Intelligence clients can use the new Drive Adoption report to help track the usage and adoption of Concur Drive for mileage expense entries. The report includes the number of mileage entries, percentage of Concur Drive adoption, number of mileage entries associated with Concur Drive routes and the percentage of Concur Drive routes that were modified. The report also displays the top 10 employees with the highest number of modifications to their mileage amounts provided by Concur Drive.

The Drive Adoption report displays the data for the current calendar quarter based on the Sent for Payment Date.

REPORT OUTPUT

This report includes these columns:

# of Mileage Entries
Drive Adoption
Mileage Entries with Drive Routes
Drive Route Modifications
Rank
Employee
Employee ID
# of Mileage Entries
Mileage Entries with Drive Modifications
Route Distance – Drive
Route Distance – Mileage Entry

LOCATION OF THE REPORT

The report is located here:

Analysis - Standard Reports > Spending
Intelligence - Standard Reports ‎> Spending

Updated Report: Invoice Tax Adjustment Report

The Invoice Tax Adjustment Report was updated to include five additional columns.

The new columns are:

Ship to Address
Ship to City
Ship to State
Ship to Zip
Ship to Country

The new columns provide the invoice ship-to address information.

LOCATION OF THE REPORT

The report is located here:

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

Other Changes

Credit Card Transactions Alert Description Updated

The description of the Credit Card Transaction alert on the Actionable Analytics Set Up tab on the Reporting Configuration page was updated to include information about merchant category codes. This update is targeted to occur sometime between the July release, 21 July 2018 and the August release, 18 August 2018.

This enhancement only applies to the description text on the Actionable Analytics Set Up tab. Even though the reference to the merchant categories was removed from the description in the May release, the alert continued to be triggered when credit card transactions were made at a merchant associated with one of the merchant codes that are flagged for review.

WHAT THE ADMIN SEES

The Credit Card Transactions alert description is updated on the Actionable Analytics Set Up tab.

Description from the May release:

Credit Card Transactions

Send an email alert to BI Managers when a credit card transaction is equal to or greater than a threshold amount specified in your reporting currency of [your organisation's reporting currency].

New Description:

Credit Card Transactions

Send an email alert to BI Managers when a credit card transaction is equal to or greater than a threshold amount specified in your reporting currency of [your organisation's reporting currency] or belongs to a certain merchant category.

MORE INFORMATION

For more information about Actionable Analytics, refer to the Analysis/Intelligence: Actionable Analytics User Guide (English Only).

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 (in 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)

Personalised Concur Open – Targeted for End of July

Concur Open is the SAP Concur near-real-time service status dashboard, which displays known and widespread outages and incidents for select SAP Concur services and all data centres. Concur Open displays the current service status as well as incident history for the past 20 days.

Targeted for the end of July, there will be new functionality added to Concur Open. Users can continue to access Concur Open and view Concur service availability; no functionality will be removed. However, with the release, SAP Concur users will be able to log in to Concur Open and:

View service status for the services and the data centre that are specific to their company
Access subscription options for updates about the incidents that affect the services specific to their company
View service history for the past two years as well as detailed root cause analysis information and the actions taken by SAP Concur for specific incidents

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status and availability. Adding this new functionality will provide customers with a personalised view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

Processor Privacy Statement Link in Online Help

The Processor Privacy Statement link is available in the SAP Concur footer.

However, not all pages in SAP Concur display the footer. In this case, the user can return to the Home page and click the Processor Privacy Statement link there.

Also with this release, the Processor Privacy Statement link is available in online Help.

Planned Changes

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

**Planned Changes** Insight Premium Product Retirement (31 December 2018)

SAP Concur plans to retire our Insight Premium product on 31 December 2018.

Insight Premium is a reporting product that was offered briefly, but has not been offered or updated for several years. Much of the functionality originally offered with Insight Premium has been built into Intelligence.

Business Purpose / Client Benefit: This retirement allows Concur to focus development resources on further enhancements to our Intelligence product whose functionality, innovation and value now exceeds that of our legacy product.

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 Concur monthly release notes, accessible from What's New - Professional Edition