Invoice

With this release, clients will be able to edit the Expense Types field of multiple payment request line items.

Clients will be able to click the Edit button in the Itemisation Summary section of the opened payment request when they have selected one or more line items.

When clients have selected one line item, Invoice will work as it currently does. When clients have selected more than one line item, an Edit Multiple Fields window appears where they can edit the Expense Types field. Users can update up to 50 expense types in bulk.

Business Purpose/Client Benefit: This feature makes it easier for users to perform bulk updates to their payment requests.

Clients who have been assigned unsubmitted payment requests incorrectly can now reassign these without having to open the requests by clicking the Assign option in the Actions menu.

Business Purpose/Client Benefit: This feature gives clients the flexibility of an alternative way to assign a payment request.

Users will now be able to access any deleted payment request they own by clicking Invoice > Manage Requests > My Requests and selecting the All Deleted Requests option in the View menu.

Deleted payment requests (deleted by the owner or someone else) can also be retrieved if users right-click the deleted payment request and select the Restore Request option.

Business Purpose/Client Benefit: This feature gives clients more control over the payment requests that they own by providing access to them and, if need be, retrieving deleted ones.

Purchase Requests and Purchase Orders

With this release, clients will now be able to use a wider range of search criteria when searching for purchase orders from which to create payment requests. They can search for purchase orders by supplier, purchase order amount or purchase order number. The search field is a contained search, so clients are not required to enter the prefix to search for a specific PO number. In addition, clients will be able to search for purchase orders by using wildcards, which means wildcards can be used in place of values within a string to receive results for any value.

Business Purpose/Client Benefit: This feature makes it easier for clients to quickly locate purchase orders from which to create payment requests.

Clients will now be able to click on a purchase order or purchase request number on some pages in Invoice to view information. These numbers, which are now hyperlinks, will provide easier navigation between records for clients. For example, if a client is reviewing a purchase request and wants to view the associated purchase order, they can now click on the hyperlinked PO number to open that record.

Business Purpose/Client Benefit: This feature makes it easier for clients to quickly go to the related records to view

With this release, if your purchase order has more than 200 lines, Invoice will present only the first 200 unmatched purchase order lines in the Matching Summary tab. Invoice will load any lines that are matched to current invoices on the screen and the next 200 unmatched lines.

In addition, a new line search field will be available on the Matching Summary tab where users can perform a contained search, for example, for a line item number, description or a supplier part number. The line search field will also be available in the Copy Items from PO window, which is accessed from the Matching Summary tab.

Business Purpose/Client Benefit: These enhancements make it easier for clients to find line items for specific purchase orders to complete the PO matching process.

Users by Browser Report

The Users by Browser report is available to all admins working with the Expense, Request, Invoice and/or Travel offerings in both the Professional and Standard product editions.

With this release, the report is available only in CSV format.

This CSV file contains the following fields: Login Name, Email, First Name, Last Name, Last Login Date, IP Address, Login Count, Browser and Browser version.

Business Purpose/Client Benefit: The report shows admins if users have outdated or unsupported browsers. CSV is the most widely used data format.

Sign-In Page for ConcurSolutions.com

With this release, images on the sign-in page will be updated to a new quarterly selection of images.

Capture Processing

With this release, Capture Processing users reporting to Mexican tax authorities may now include a CFDi tax information document with their PDF invoice emailed or uploaded to the Capture system. Doing this causes the system to pair the two documents for OCR processing, resulting in a single payment request with both documents imaged and ready for submittal.

Business Purpose/Client Benefit: This enhancement supports Capture Processing users reporting to Mexican tax authorities who will need their invoice and attached CFDi tax document submitted as a single payment request in Invoice.

With this release, an updated error message is now displayed when the admin creates or edits an email address. The admin performs this task for their suppliers in order to allow verified email addresses when invoices are sent to Capture Processing.

Before this change, the following error message would display when configuring an email address:

"Entered email address is invalid or does not adhere to one of these formats:

InvoiceCapture@Concur.com, Invoice@Concur.com, InvoiceCapture@ConcurSolutions.com, Invoice@ConcurSolutions.com"

The admin will now see the following error message:

"Entered email address is invalid or does not adhere to one of these formats:

InvoiceCapture@ConcurSolutions.com, Invoice@ConcurSolutions.com"

Business Purpose/Client Benefit: This enhancement clarifies the needed steps for successful email address configuration, and enforces the use of the @ConcurSolutions.com domain.

Planned Changes

For quite some time, In-Product Messaging (IPM) within Concur products has been available for US customers.

The messaging that is presented to each US user is based on data provided by a well-known US-based "recommendation" engine. That engine, however, is not the best fit for the stricter laws in the European Union (EU). So, in an effort to comply with the EU laws, Concur developed its own recommendation engine for its In-Product Messaging System.

Early Access customers in the EU will be contacted by a Concur representative before enabling this feature. After 60 days, this feature could be enabled for all other customers in the EU. Also, since the new system will provide a better all-around IPM experience for Concur customers, US customers will soon use the new system, too.

Just like today for US users – the content, timing, location and frequency of a message are all defined by each message campaign and by the characteristics of each company and each user.

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