Release Notes

This document contains the admin summaries of the release notes for the Budget functionality in Concur Expense, Concur Invoice and Concur Request for the Professional edition.

SAP Concur will update an authentication setting for clients who transfer files to/from SAP Concur, targeting 16 January, 2019. The updated setting will lock out user accounts after five failed authentication attempts. Some accounts are already using this setting. This change will update all accounts to this setting.

This authentication change does not impact the main SAP Concur application login, only the file transfer process is affected.

The affected URLs are:

• st.concursolutions.com

• st-eu.concursolutions.com

• st-cge.concursolutions.com

Clients who have been locked out of their accounts can contact SAP Concur support to unlock their accounts.

Business Purpose / Client Benefit: This feature provides better security for clients when accessing extract and import files.

SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Concur Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services throughout the first quarter of 2019. Please monitor the release notes for more information about the timing of the additional changes.

SAP Concur is in the process of updating the format of all email notifications. These changes will provide a fresher, consistent look and feel across all SAP Concur services.

Business Purpose / Client Benefit: The intent is to provide a consistent, updated look for users.

With this release, clients will be able to export unexpensed amounts of pending items when they use the Export Data functionality on the Budget Dashboard. The unexpensed amounts enable budget owners to view the balance of the expense items that have not been submitted yet and are a combination of unsubmitted expense claims and available expenses that are not attached to an expense claim.

Business Purpose / Client Benefit: This enhancement enables clients to view exported unexpensed amounts.

Planned Changes

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

All Products | **Planned Changes** Workflows Soon Available

In a future release, workflows will be available for Budget. Workflows define how the system routes invoices, expense claims and requests through approval and processing steps. The flexible workflow feature for Budget that SAP Concur offers allows companies to design workflows specifically tailored to their unique needs.

Without budget review, budgets may become fully consumed well before the end of a period or year leaving an organisation with limited options and budget owners with, for example, exceeded budgets. In addition, early spending means that more important (to the organisation) spending will be declined because lesser important spending consumed the budget early on.

Combining budget review in the workflow adds value. Audit rules and workflow step rules can help organisations to add in controls when it makes sense to fine tune to an organisation's specific needs.

Equally important is the determination when a spending item is regarded as committed toward a budget. In most organisations, the commit is when a spending item is paid; it went through most if not all approval steps. In other organisations, the commit occurs much earlier. As soon as a purchase request or an authorisation request is approved, it is regarded as "promised".

Business Purpose / Client Benefit: This feature will provide clients with control over the budget spend, for example, to avoid exceeded budgets too early in a budget period or budget year.

All Products | Company Administration | **Planned Changes** Single Sign-On (SSO) Self-Service Option Coming to SAP Concur

Single Sign-On allows users to access multiple applications using one set of login credentials. Currently, SAP Concur has two methods for signing in: with a user name and password or using SSO with identity provider (IdP) credentials, such as a user's login credentials for their organisation.

SAP Concur is planning to add a Manage Single Sign-On (SSO) feature to SAP Concur which provides SAP Concur clients with a self-service option for setting up SSO for their organisation. SSO is currently supported for Concur Expense, Concur Invoice, Concur Request and Concur Travel.

Other SAP Concur products and services are outside the scope of this initial release.

The new Manage Single Sign-On (SSO) feature will be accessible from the Administration > Company > Company Admin page.

Business Purpose / Client Benefit: This feature provides SAP Concur clients with a self-service option for setting up SSO.

All Products | Training Administration | **Planned Changes** Optimising and Relocating the Page

To simplify the Training Administration page, the functionality and content will be changing.

In addition to content changes, access to the Training Administration page will move from Company Admin to Tools.

Business Purpose / Client Benefit: These changes will make the Training Administration feature easier to find and use.

All Products | Test User Admin | **Planned Changes** Retiring the Purge Test User Transactions Functionality

SAP Concur is retiring the functionality in the Test User Admin feature that removes the transactions of test users from Concur Expense, Concur Invoice, Concur Travel and Concur Request.

Business Purpose / Client Benefit: This change will allow SAP Concur to devote more resources to development and maintenance of features that are used by many or most of our clients.

All Products | SAP Concur | **Planned Changes** New SAP Concur Sign In Page

SAP Concur is planning to add a new Sign In page, providing an updated login experience for users who log in with user name and password credentials. Current Single Sign-On (SSO) users will log in without having to enter additional credentials. This feature is planned for 2019.

The new Sign In page feature includes the following:

• Two-step login: provides enhanced security, meets current industry standards and provides a better log in success rate

• Multi-account login: allows administrators to log in with multiple accounts

• Password hint removal: provides better security for users and SAP Concur

• User avatar: enhances the user experience (planned for a future release)

Business Purpose / Client Benefit: This feature provides better security and a faster, more convenient experience for users logging in to SAP Concur products and services.

All Products | Miscellaneous | **Planned Changes** Archive Deactivated User Data

As SAP Concur continues to grow, steps must be taken to enhance and improve the performance of our system so that we can meet customer expectations and the needs of their business.

Our overall goal is to significantly improve the performance of SAP Concur services by reducing the amount of data that is stored in our Production datastore. By reducing the data in the Production system, we can use server memory much more efficiently, which reduces processing time for transactions. For this reason, SAP Concur is developing an archive process for users who have been deactivated by their employers for at least three years. The archive process moves this "deactivated" user data from our Production datastore to a separate Reporting datastore.

Business Purpose / Client Benefit: Moving deactivated user data will provide faster processing time for transactions. In addition, it provides a more secure environment for inactive users' personal information.

Concur Expense and Concur Request | **Planned Changes** Budget Insight (Legacy) to Retire in 2019

Budget Insight is a budget management tool that is being retired on 30 June 2019. Clients who want to use budget functionality are recommended to purchase SAP Concur's new Budget product which released earlier this year. The new Budget feature offers greater functionality, an improved UI and additional integrations with SAP Concur products. Most notably is the inclusion of additional expense data from Concur Expense, Concur Invoice, Concur Travel and Concur Request (previously only data from Concur Expense and Concur Request were available).

Business Purpose / Client Benefit: The retirement of Budget Insight will provide clients with the opportunity to purchase SAP Concur's new Budget product that gives greater value to clients by making budgets visible, actionable and near real-time.

Client Notifications

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

Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Professional Edition