Expense Standard: May 2020 Release Notes



|SAP Concur Release Notes |

|Concur Expense Standard Edition |

|Month |Audience |

|Release Date: May 16, 2020 |SAP Concur Client FINAL |

|Initial Post: Friday, May 15, 12:00 PM PT | |

Contents

Release Notes 1

Authentication 1

**Ongoing** Deprecation of HMAC Initiates Migration to SSO Self-Service 1

Old Sign In Experience No Longer Available 2

Cards 4

American Express Business Card Connection (US) 4

Data Retention 14

Manage Holds & Purge Users Description Updated (Apr 3) 14

Expense Pay – Global 15

(CAD and USD) Expense Report ID Added to Citi Remittance 15

File Transfer Updates 16

**Ongoing** SAP Concur Legacy File Move Migration 16

Financial Integration 17

Export List of In-Flight Expense Reports and Invoices 17

Mileage 18

Concur FAVR by Motus Generally Available (US Only, May 14, 2020) 18

Miscellaneous 20

Modified Home Page Appears When Some Products and Services Are Unavailable (Mar 20) 20

New SSL Certificate for 21

Users Connecting to the US Data Center Are Redirected to us1. 22

NextGen Expense User Interface 23

**Ongoing** New User Interface for Concur Expense End Users 23

Product Settings 25

**Ongoing** User Accounts Page Redesigned 25

Custom Fields Page Redesigned (May 27) 31

Quick Expense 42

**Ongoing** Quick Expense v1 and Quick Expense v3 Retired and Decommissioned 42

Workflow 42

Retirement of Email Confirmation for Faxed Receipt Images 42

Planned Changes 44

No planned changes specific to this product edition. 44

Client Notifications 45

Browser Certifications and Supported Configurations 45

Monthly Browser Certifications and Supported Configurations 45

Subprocessors 45

SAP Concur Non-Affiliated Subprocessors 45

Additional Release Notes and Other Technical Documentation 46

Online Help – Admins 46

SAP Concur Support Portal – Selected Users 47

Cases 48

Steps for Getting a Status 48

Legal Disclaimer

The information in this presentation is confidential and proprietary to SAP SE or an SAP affiliate company and may not be disclosed without the permission of SAP SE or the respective SAP affiliate company. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP SE or its affiliated companies. SAP SE and its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation and SAP SE or an SAP affiliate company’s strategy and possible future developments, products and or platforms directions and functionality are all subject to change and may be changed by SAP SE and its affiliated companies at any time for any reason without notice. The information in this document is not a commitment, promise or legal obligation to deliver any material, code or functionality. This document is provided without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This document is for informational purposes and may not be incorporated into a contract. SAP SE and its affiliated companies assume no responsibility for errors or omissions in this document, except if such damages were caused by SAP SE or an SAP affiliate company’s willful misconduct or gross negligence.

All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions.

Release Notes

Authentication

**Ongoing** Deprecation of HMAC Initiates Migration to SSO Self-Service

|Information First Published |Information Last Modified |Feature Target Release Date |

|July 12, 2019 |March 06, 2020 |Phase I: July 2019 |

| | |Phase II: July 2020 |

|Any changes since the previous monthly release are highlighted in yellow in this release note. |

These changes are part of the SAP Concur continued commitment to maintaining secure authentication.

Overview

SAP Concur will soon begin the deprecation process of removing Hash-Based Message Authentication Code (HMAC) as an SSO option. The replacement service for HMAC is SAML SSO is a self-service method of setup whereby client admins have access within SAP Concur to complete their SAML connections.

Clients currently using HMAC are encouraged to migrate to the SSO self-service tool as soon as it is released (targeted for Q2 2020). The new SSO self-service tool allows multiple portals (Identity Providers) to be added.

The HMAC deprecation includes two phases:

Phase I:

• Clients must have an Identity Provider (IdP) or a custom SAML 2.0 solution.

• Clients begin testing the new SSO self-service tool. (See below for more information.)

• Travel Management Companies (TMCs) prepare for onboarding new SAP Concur clients using the new SSO self-service tool, which is targeted for release in Q2 2020.

• Once the SSO tool is available, customers will be notified via release notes about the official deprecation date of HMAC. As of the official deprecation date, no new clients can be onboarded using HMAC; new clients must be onboarded using the new SSO self-service tool.

• Existing clients using HMAC need to be migrated using the new SSO self-service tool.

Phase II:

• Travel Management Companies (TMCs) continue migrating existing SAP Concur clients from the HMAC service to the new SSO self-service tool.

• Shut down the HMAC service after everyone has migrated from HMAC to the new SSO self-service tool. Phase II is targeted to end mid-year 2020.

Business Purpose / Client Benefit

This change provides better security and improved support for users logging in to SAP Concur products and services.

Important – Migration for TMCs

Travel Management Companies (TMCs) will be largely impacted and should begin testing SAML SSO now to prepare for migration to the new SSO self-service tool.

TMCs need to set up SAML SSO instead of HMAC for their new clients. Setting up SAML SSO now allows more time for TMCs to test the SSO self-service tool and train internal staff to assist clients.

To prepare for Phase I of the HMAC deprecation:

• TMCs first need to support SAML 2.0. TMCs need to contract for or develop their SAML 2.0 solution. TMCs need to have an Identity Provider (IdP).

• Once support for SAML 2.0 is complete, TMCs that need more information can open a case with SAP Concur support. TMCs do not need to use the online order form to request setup.

Important – Migration for Legacy HMAC Clients

Clients should begin testing SSO immediately to prepare for migration to the new SSO self-service tool.

To prepare for Phase I of the HMAC deprecation:

• Clients need to have an Identity Provider (IdP) or a custom SAML 2.0 solution.

• Clients can configure the SSO self-service tool as soon as it is released in Q2 2020.

More Information

← For more information, refer to Authentication | **Planned Changes** Single Sign-On (SSO) Self-Service Option in the Shared Planned Changes release notes.

Old Sign In Experience No Longer Available

Overview

On October 31, 2019, SAP Concur introduced a new experience for users signing into SAP Concur.

Since introducing the new sign in experience, users have been able to choose between signing in through the new Sign In page and reverting to the old sign in experience. Beginning with the May release, the old sign in experience is no longer available.

Business Purpose / Client Benefit

The new sign in experience provides better security and is faster and more convenient for users logging in to SAP Concur products and services. This change makes the sign in experience uniform for all users.

What the User Sees

Beginning on October 31, 2019, users were incrementally given access to the new sign in experience.

When a user opened the SAP Concur Sign In page, they saw the new Sign In page, and, at the top of the page, they saw a Take me back to the old Sign In experience link.

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When the user clicked the Take me back to the old Sign In experience link, they saw the legacy Sign In page.

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Beginning with the May release, users no longer see the message at the top of the new Sign In page, and they cannot revert to the old experience.

Configuration / Feature Activation

There are no configuration or activation steps; This change occurs automatically.

Cards

American Express Business Card Connection (US)

Overview

SAP Concur now offers an American Express© Business Card connection. The direct connect feature allows customers to connect American Express© business credit cards in Concur Expense.

The American Express© Business Card connection provides the following functionality:

• Provides an automatic daily refresh of transactions from American Express© in Concur Expense. Users do not need to sign into the American Express© Manage Your Card Account (MYCA) website to refresh transactions.

• Offers compatibility with SAP Concur Expense Assistant.

• Allows the primary cardholder to manage their own transactions without having to view all supplemental card transactions.

• Supports delegate and proxy capabilities on transactions.

• Provides transaction currency handling for foreign transactions.

• Includes viewing available transactions.

• Includes Concur Analytics for Standard reporting (including unsubmitted transactions).

• Transactions can only be deleted by admins, which provides admins with full visibility into usage as well as additional compliance assurances.

N The new American Express© Business Card connection is only for American Express© Business cards. This feature does not apply to any existing or future American Express© or corporate card programs.

Additional countries will be included in future releases.

Business Purpose / Client Benefit

This feature provides SAP Concur customers with an integration option that allows users to import expense transactions via a direct connection from American Express© into Concur Expense.

Affected Roles

The roles that work with the American Express© Business Card connection include:

• Client Admin: Configures the card program feature. A Concur Admin will enable the feature and set the default payment type for American Express© Business Cards.

• Card Admin: Manages (hides) transactions.

• Cardholder: Registers cards and assigns transactions to reports.

N To use the American Express© Business Card integration, cardholders must be registered on the American Express© MYCA website. MYCA is the American Express© web account access and services portal.

What the User Sees

Register an American Express Business Card

Once the American Express© Business Card connection is configured and enabled, cardholders can register cards by clicking the Add Amex Business Card link on the Expense Credit Cards page in Profile settings.

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Each cardholder (primary or supplemental) must register their card individually. A primary cardholder cannot register supplemental cards on behalf of other employees.

N Supplemental cardholders who do not have an American Express© user login will need to create an account on the American Express© MYCA website before registering their credit card.

• To register cards for the business card connection:

1. Click Profile > Profile Settings.

2. In Expense Settings, click Expense Credit Cards. The Expense Credit Cards page appears.

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3. Click Add Amex Business Card.

4. In the You are now leaving Concur box, click Continue.

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5. On the Card Data Access User Agreement, read the agreement and select the I Accept the Terms and Conditions check box, then click Continue. The user agreement only appears the first time you register.

6. On the American Express login page, type your login credentials, then click Log In.

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7. On the Authorize access to Concur disclaimer, read the information and then click Continue.

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8. On the American Express authorization page, select the check box for each card you want to synchronize.

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You can now see all business cards you have registered with American Express©.

Supplemental cards will also display, but only if the corresponding basic card is not displayed here. For example, if you own both the basic and supplemental card, then only the basic card is shown.

Any other American Express© corporate card or personal card will not appear here.

9. Click Authorize to synchronize cards.

10. Click Return to Concur.

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11. In the message to confirm card registration, click OK.

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The registered business card now appears on the Expense Credit Cards page in Profile settings.

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After initial card registration, Concur Expense will directly import transactions that occurred within the last 90 days. Any new transactions will automatically synchronize on a daily basis.

12. Click Available Expenses on the home page to view your transactions and add them to your expense reports.

← For more information, refer to the Register a Card topic in the Concur Expense Standard Edition End User Help.

Delete Cards

If you delete a card on the Expense Credit Cards page in Profile settings, access to the card is revoked for the American Express© Business Card connection. You can re-add the same card again, if needed.

Manage Expenses

Users will see their own American Express© Business Card transactions on the Manage Expenses page. Transactions are also visible to delegate and proxy users.

If using SAP Concur Expense Assistant, transactions are automatically assigned to an expense report. Any new transactions will synchronize daily.

N Only regular expenses and payments are supported at this time. Payments are automatically hidden, but could be made visible on an individual basis by a card admin. Other transaction types such as cash advances, bank charges are not supported at this time. Addendum data is also not supported at this time.

What the Card Admin Sees

Manage Accounts

American Express© Business Card accounts are visible on the Manage Accounts page but cannot be edited.

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Manage Transactions

American Express© Business Card transactions can be hidden and released just like any other corporate card transactions on the Manage Transactions page.

N Transactions cannot be set to a payment type of "cash".

N Transactions cannot be deleted by users. This gives administrators full visibility into usage as well providing additional compliance assurances.

Merchant Code Mapping

Merchant code mapping for the American Express© Business Card connection relies on a list of subcategory labels provided by American Express©.

Card administrators will need to assign Merchant Category Codes (MCC) to expense types on the Merchant Code Mapping page. To access this page, click Administration > Company > Tools > Company Card > Merchant Code Mapping.

← For more information, refer to the Expense: Company Card Administration User Guide for Standard Edition.

Configuration / Feature Activation

Clients who want to use the American Express© Business Card connection must call SAP Concur support or an SAP Concur Implementation Coach to have the feature enabled. New clients should call their SAP Concur Implementation Coach. Existing clients should call SAP Concur support.

Card administrators will configure the card program on the Company Card page in conjunction with a support representative or implementation coach. After configuration is complete, a Concur Admin can enable the feature. Cardholders can then register cards by clicking the Add Amex Business Card link on the Expense Credit Cards page in Profile settings.

• To configure the business card program:

13. Click Administration > Expense Settings > Credit Cards.

14. On the Company Card page, click New.

15. Select the Our employees will download and import the charges from the card provider. option.

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16. Click Next.

17. The Company Card page appears.

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18. Fill in the fields as exactly as shown in the table.

|Field |Description |

|In which country is the card issued? |United States |

|What is the billing or 'posting' currency? |USD |

|Who is the card issuer? |American Express |

|What type of card is it? |American Express |

|What type of program is this? |Corporate Card |

|Who receives the statement from the card issuer? |Company |

|Who pays the card issuer? |Company |

|What do you want to name this card program? |American Express Business Card |

|How do you want to pay for this card program? |Select Company Check (via Accounts Payable) or |

| |Other Reimbursement Method |

19. Click Save.

20. On the Company Card page, select the card program you just created, then click Modify.

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21. Select the Exclude from employees' Payment Type list (applies only to imported card transactions) check box.

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22. Click Save.

← For more information about configuring company cards, refer to the Expense: Company Card Setup Guide for Standard Edition.

Data Retention

Manage Holds & Purge Users Description Updated (Apr 3)

Overview

The description of the Manage Holds & Purge Users data retention feature that appears on the Administration > Company > Data Retention page has been updated.

Before Update

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After Update

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Business Purpose / Client Benefit

This update provides more accurate information about where a user with the Data Retention Administrator role can find the Hold User, Remove Hold, and Purge User buttons.

Configuration / Feature Activation

There are no configuration or activation steps

← For more information, refer to the Shared: Data Retention Setup Guide for Professional edition, or the Shared: Data Retention Setup Guide for Standard Edition.

Expense Pay – Global

(CAD and USD) Expense Report ID Added to Citi Remittance

Overview

For Expense Pay – Global clients, Citi USD and CAD remittances generated by SAP Concur, will include the Report ID in the Transaction Description field. This allows clients to reconcile Expense Pay credit card payments down to the report level the same way as is possible using classic Expense Pay.

Business Purpose / Client Benefit

Including this additional data into Citi CAD and USD remittances assists clients with reconciliation of payments down to the report level.

Configuration / Feature Activation

The change is automatically available; there are no configuration or activation steps.

File Transfer Updates

**Ongoing** SAP Concur Legacy File Move Migration

|Applies to: |Expense |Invoice |Request |Travel |Other |

|Edition(s) |Professional, |Professional, |Professional, |Professional, |Intelligence |

| |Standard |Standard |Standard |Standard | |

|Information First Published |Information Last Modified |Feature Target Release Date |

|March 6, 2020 |-- |Ongoing in 2020 |

Overview

This release note is intended for the technical staff responsible for file transmissions with SAP Concur. For our customers and vendors participating in data exchange, SAP Concur is maintaining our file transfer subsystem to provide greater security for those file transfers.

SAP Concur will begin migrating entities that currently use a legacy process for moving files to a more efficient and secure file routing process that relies on APIs.

Clients whose entities are currently configured to use the legacy process will be migrated to the more efficient process sometime between now and the end of 2020. After they are migrated to the more efficient process, clients will see the following improvement:

• With the legacy process, clients had to wait for the file move schedule to run at a specified time. With the more efficient and secure API-based process, extracts and other outbound files from SAP Concur will be available within the existing overnight processing period shortly after the files are created.

This announcement pertains to the following file transfer DNS endpoints:

• st.

Business Purpose / Client Benefit

These changes provide greater security and efficiency for file transfers.

Configuration / Feature Activation

If assistance is required, please contact SAP Concur Support.

← For more information, refer to the Shared: File Transfer for Customers and Vendors User Guide.

Financial Integration

Export List of In-Flight Expense Reports and Invoices

Overview

An Expense or Invoice administrator can now export a list of the in-flight expense reports and/or invoices that must be processed prior to disconnecting from a financial system.

Business Purpose / Client Benefit

This feature enables the administrator to more easily identify and process the in-flight expense reports and/or invoices prior to disconnecting from the financial system.

What the Administrator Sees

On the Accounting page in Product Settings, when the administrator clicks Disconnect from Financial System, if there are in-flight expense reports or invoices a warning page appears.

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On the warning page, the administrator sees a list of the inflight expense reports and/or invoices. The administrator can click Export to Excel to export the list of in-flight items, or Close to close the page.

N The administrator will not be able to disconnect from the financial system until all of the in-flight expense reports and/or invoices are processed.

Configuration / Feature Activation

There are no configuration or activation steps; the feature is automatically available.

Mileage

Concur FAVR by Motus Generally Available (US Only, May 14, 2020)

Overview

SAP Concur has partnered with Motus to create a new integration to connect Concur Expense with the Concur FAVR service by Motus. FAVR (fixed and variable rate) is a mileage reimbursement solution for employees who drive over 5,000 miles a year using their personal cars for business. This mileage reimbursement program takes into account local information and vehicle details to accurately account for mileage expenses.

Concur FAVR by Motus is an integration between the Motus application and Concur Expense (Professional and Standard editions).

Business Purpose / Client Benefit

FAVR provides organizations an accurate way to reimburse employees driving their vehicles for business use (over 5k miles per year). This prevents legal risk from under paying employees, while also ensures organizations do not overpay employees via cents per mile or fixed monthly reimbursements. The FAVR reimbursement program can also result in substantial cost savings due to tax calculations, particularly when drivers exceed 10k mi/year. Concur FAVR by Motus also includes automatic mileage tracking via the Motus app, which saves time and increases accuracy and compliance.

What the User Sees

The driver registers with Motus, and tracks their mileage using the Motus app. On a monthly basis, Motus sends the mileage information to Concur Expense. Depending on configuration, the mileage is added to a new expense report or the most recent existing expense report using Motus-specific expense types.

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Depending on configuration, the report may be automatically submitted for approval.

Configuration / Feature Activation

This integration is generally available on May 14, 2020 for clients with Concur Expense Professional Edition and Concur Expense Standard Edition.

SAP Concur configures Concur Expense for this integration, and Motus configures the mileage program specifics. Ongoing support is provided by Motus, for both drivers and company administrators.

Miscellaneous

Modified Home Page Appears When Some Products and Services Are Unavailable (Mar 20)

Overview

When a user signs into SAP Concur, if some products or services are unavailable while other products and services are up and running, a modified version of the user’s Home page appears, providing access to the products and services that are up and running.

Prior to implementing this improvement, if a user attempted to sign in to SAP Concur when one or more products or services was not available, a 503 (service unavailable) message appeared, the user’s Home page could not be accessed, and the user had to wait until all services and products were available before signing in to SAP Concur.

N The products and services that appear on a user’s Home page are specific to the user and they might differ from user to user.

Business Purpose / Client Benefit

This enhancement enables users to complete tasks that rely on the products and services that are up and running even when other products and services might be unavailable.

What the User Sees

When the user signs in, SAP Concur determines which products and services are available to the user. If any products and services are unavailable, SAP Concur presents the user with a modified Home page that includes tiles for each service.

Services that are up and running are signified by a green bar and checkmark at the top of the tile. Services that are not available are signified by a red bar and exclamation point at the top of the tile. In addition, a message displays indicating that one or more products or services are currently unavailable.

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N For users with access to Concur Open (open.), Concur Open uses a different process for determining the up and down time of products and services. As a result, it might take slightly longer for Concur Open to reflect the immediate availability of a product or service.

Configuration / Feature Activation

This enhancement is automatically available; there are no additional configuration or activation steps.

New SSL Certificate for

Overview

In an effort to ensure the ongoing security of our products and services, SAP Concur has issued a new SSL certificate. The previous certificate expired on April 14, 2020.

Any customer who has pinned this expiring certificate needs to update to the new certificate.

Customers who have not pinned the certificate do not need to take any action as the new certificate is updated automatically. Most customers do not pin the certificate.

N As an enhancement to our Security and Compliance program, SAP Concur plans to update this certificate annually.

Business Purpose / Client Benefit

This update provides ongoing security for our products and services.

Configuration / Feature Activation

Please consult with your IT department to check if this applies to you.

The new SSL certificate can be accessed here; please provide this to your IT department: .

To save the certificate, click the link above, select all the text in the browser, copy it to a file, then name the file concursolutions.cert.pem.

Users Connecting to the US Data Center Are Redirected to us1.

Overview

Beginning in May, users who connect to the US Data Center through will be redirected to us1..

N This change does not impact the Base URI (Instance URL) used in API calls to the SAP Concur solutions US Data Center.

Business Purpose / Client Benefit

This change makes the format of the URL for SAP Concur data centers consistent from one data center to another. For example, users connecting to the EMEA data center are redirected to eu1..

Configuration / Feature Activation

Users are automatically redirected. There are no configuration or activation steps.

NextGen Expense User Interface

**Ongoing** New User Interface for Concur Expense End Users

|Information First Published |Information Last Modified |Feature Target Release Date |

|March 2018 |March 27, 2020 |TBD |

|Any changes since the previous monthly release are highlighted in yellow in this release note. |

Update: In order to respond to and take advantage of feedback from customers, and to align with SAP Concur’s commitment to ensure a smooth and successful transition, we are working on a revised deployment strategy for NextGen Expense.

Overview

SAP Concur is dedicated to the consistent improvement of our products, not only the features they provide, but also the experience of using those features. How users interact with technology changes over time, along with needs and expectations. We are constantly listening to our customers and soliciting feedback on how we can improve the user experience.

NextGen Expense is the continued evolution of the SAP Concur user experience. It was built and will continue to be informed by what we learn from both user research and behavioral data.

Customers will have the ability to preview and then opt in to NextGen Expense before the mandatory cutover.

Business Purpose / Client Benefit

The result is the next generation of the Concur Expense user interface designed to provide a modern, consistent, and streamlined user experience. This technology not only provides an enhanced user interface (UI), but also allows SAP Concur to react more quickly to customer requests to meet changing needs as they happen.

Products and Users Affected

In order to take advantage of these improvements, Concur Expense customers will be required to transition to NextGen Expense. The following provides information about the timeline and resources available to ensure this process is smooth and efficient for all users.

These UI changes apply to:

• All editions of Concur Expense (Professional/Premium and Standard)

• End users; there are no changes for approvers, processors, or admins

IMPORTANT: Timeline and Milestones

There are three important milestones for customers as they transition from the existing UI to NextGen Expense.

• We are currently in the Preview Period: During this time, the new UI is available to customers worldwide. We encourage administrators/power users to use the Preview Period to become familiar with the new interface. This is also an excellent time to begin updating internal training materials and preparing the organization for the transition.

N During the Preview Period, not all planned features from the existing UI will be available in NextGen Expense. New features and enhancements continue to be planned for future releases. The Preview Period is intended to let customers get a head start on learning about the new UI and preparing for the transition.

• Opt-In Period: Following the Preview Period is an open Opt-In Period. This milestone is marked by SAP Concur delivering most planned features as well as further overall quality and stability.

Customers should use this period to execute their organization's transition plan to the NextGen Expense UI. Some remaining features will become available throughout this period, so customers should plan their roll out accordingly.

• Mandatory Cutover to NextGen Expense: All customers will be required to move to NextGen Expense. This ensures that SAP Concur continues to offer a consistent user experience for all customers and allows for superior product innovation and support. We have not yet set a final date when any remaining customers will be migrated automatically. Customers will have at least twelve months to complete the transition from when the date is announced.

Customers are encouraged to complete the tasks necessary to ensure a smooth transition for their organization during the Preview Period and then transition during the Opt-In Period.

Transition Materials – Guides and Other Resources

SAP Concur offers several guides, FAQs, release notes, and other resources to aid in the transition. All of the information that an organization needs to get started is available here:

• Professional Edition

• Standard Edition

The links above provide access to the following:

• Admin guides, FAQs, transition resources: The admin guide provides information about accessing NextGen Expense and the roles/permissions required.

Along with the admin guide, there are FAQs, other resources (such as e-mail templates and other training materials), and a list of features that are not yet available in NextGen Expense. All of these can be used to help customers prepare their users for NextGen Expense.

N To help with training needs, customers can use the admin guide and end-user guide "as is" or they can use any part of them to create training materials. Customers can cut, copy, paste, delete, or otherwise edit either guide at will.

• End-User guide: This guide compares the existing UI to NextGen Expense to help users become comfortable with the new experience. This guide will be updated regularly during the Preview and Opt-In Periods as the UI is being finalized and enhanced. Admins should review the guide often.

N Like the admin guide, the organization can cut, copy, paste, delete, or otherwise edit this guide at will.

• Release information: During the Preview Period, the release of enhancements will not be on the regular SAP Concur release schedule. Instead, SAP Concur provides special release notes and information about features and enhancements that are nearing release.

Get Started

Customers are encouraged to use the transition materials described above and develop a plan for the transition.

More Information

Additional information will be available in future release notes.

Product Settings

**Ongoing** User Accounts Page Redesigned

|Applies to: |Expense |Invoice |Request |Travel |Other |

|Edition(s) |Standard |Standard |Standard |— |— |

|Information First Published |Information Last Modified |Feature Target Release Date |

|March 2020 |May 2020 |April 30 – June 11 |

Overview

The User Accounts page in Product Settings is in the process of being redesigned. The functionality remains fundamentally the same.

The redesigned pages are being made available to clients in phases during a trial period. A small number of clients can opt-in now to use the redesigned interface. Between April 30 and June 11, additional clients will be given access to opt-in to the redesigned interface. On June 11 the new interface will become the only user management interface available to clients.

Business Purpose / Client Benefit

The redesigned user management interface provides a better end user experience.

What the Administrator Sees

Product Settings

In Product Settings, when an administrator clicks User Accounts the legacy Users page appears.

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A banner appears at the top of the Users page alerting the administrator that a new administration experience is available and they can click the Click here to try it out link to switch to the redesigned interface.

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The redesigned Users page appears.

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Users Page

On the Users page the administrator sees the following changes:

• The Create/Edit User button has been renamed to Create New User.

• There are separate columns for first and last name.

• A Status column has been added.

• The Include Inactive Users checkbox has been replaced with a filter that is set to Active Users by default. The filter enables the administrator to display all users, only active users, or only inactive users.

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• The Search field has been moved and includes text that indicates which search parameters can be used to find users.

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• The number of users in the current list (filtered list or search results list) is displayed at the bottom of the list of users.

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During the trial phase, a banner appears at the top of the redesigned Users page.

Within the banner, the administrator can provide feedback on the new design by clicking on the here link.

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When the adminstrator clicks on the here link, a short survey appears.

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Within the banner, the administrator can also click the switch back to the old interface link to switch to the legacy design.

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After clicking the switch back to the old interface link a short survey requesting information about why the administrator chose to switch back to the legacy interface appears.

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Create New User or Edit an Existing User

When the administrator clicks the Create New user button or double-clicks on a user in the list on the Users page, they see the following changes:

• In the User Information section, required fields are now marked with a red asterisk and some fields have been moved for better grouping and clarity.

• In the User Permissions – check all that apply section, permissions are grouped for visual clarity.

Edit Invite Message

On the Edit Invite message page, the administrator sees the following changes:

• The page has been redesigned.

• Some field labels have moved.

• The following changes have been made to the toolbar:

o The tool for changing the size of the text in the message has been updated.

o The icons for some tools have been updated.

o The tool for changing text alignment is now a drop-down menu.

o The window for entering a hyperlink has been updated.

o The source editing tool has been replaced with a tool that clears text formatting.

o Character count and character limit now appear below the message text field.

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Import Users

The Import Users window has been redesigned.

Configuration / Feature Activation

Between now and June 11, after the redesigned user interface is enabled, administrators can click the Click here to try it out link to try the redesigned pages. During the trial period, if the administrator wants to switch back to the legacy design, they can click the switch back to the old interface link.

Beginning on June 11, this feature will be automatically available and the old interface will no longer be available. No additional configuration or activation steps will be required.

Custom Fields Page Redesigned (May 27)

Overview

The Custom Fields page in Product Settings has been redesigned. No existing features or functionality have been removed. Some functionality has moved.

The redesigned Custom Fields page includes the following significant changes:

• The page has been renamed from Manage Custom Fields to Custom Fields.

• The Custom Fields page now includes two tabs, Custom Fields and Fields We Track.

• Some functionality that was previously accessed from the Custom Fields page has been moved to a new page, Manage Visibility.

• Search functionality has been added to the Custom Fields page.

• The Custom Fields tab provides a Basic View and an Advanced View.

• Guided setup functionality is included on the Manage Visibility page.

In addition to these significant changes, minor and cosmetic changes have also been made to the Custom Fields page.

Business Purpose / Client Benefit

These updates improve custom field management by providing a better end user experience.

What the Admin Sees

Welcome to Custom Fields Screen

The first time the admin opens the Custom Fields page in Product Settings, they will see a welcome screen.

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Custom Fields Page

On the Custom Fields page, the admin sees the following changes:

• A Custom Fields tab has been added.

• A Fields We Track tab has been added.

• A Search field has been added.

• The Add button has moved and has been renamed to Add a Custom Field.

• The Delete button has moved.

• The Cancel button has been removed.

• A Switch to Advanced View link has been added.

• The ability to change the sequence of the custom fields is not immediately visible.

□ This functionality has been moved to the new Advanced View.

• Some columns, such as User Input and Manage Lists, have been renamed.

• Some columns, such as Employee Level and Report Level, are not immediately visible.

□ The functionality related to these columns has been moved to the new Manage Visibility page.

• The checkboxes for setting which fields drive alternate account codes for Concur Expense and/or Invoice are not immediately visible.

□ This functionality has been moved the new Advanced View.

• A custom field counter has been added.

□ SAP Concur Standard supports a maximum of 12 custom fields. The custom field counter helps the admin track how many custom fields they have remaining.

Previous Manage Custom Fields Page

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New Custom Fields Page

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Search

On the Custom Fields page, the admin can search for existing fields. The search functionality simultaneously searches both the list of fields on the Custom Fields tab, and the list on the Fields We Track tab. This feature helps the admin determine whether a default or custom field already exists for the data he wants to track and reduces the likelihood that duplicate fields will be created.

The search field is predictive and will present the admin with a list of possible matches as a search term is typed into the field. The list of possible matches also indicates whether the matched field is an SAP Concur tracked field, or a custom field.

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If the admin clicks on a matched field in the predictive list, the field is located and highlighted on either the Custom Fields or the Fields We Track page.

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Custom Fields Tab

Basic View

In Basic View, the admin can perform the most common and essential actions related to managing their custom fields. They can see a list of the custom fields they’ve created, manage list-type fields, view checkbox and free-form text type fields, delete custom fields, and save changes.

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Advanced View

In Advanced View, the admin can do everything that can be done in Basic View. In addition, they can change the sequence of their custom fields and access the Manage Visibility page for each custom field.

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If Alternate Account Codes are enabled, additional checkboxes appear in Advanced View, enabling the admin to set the custom field that drives alternate account codes for Concur Expense and/or Invoice.

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Fields We Track Tab

The Field We Track tab contains a list of the most common fields that are tracked in SAP Concur solutions by default.

N The list on the Fields We Track tab is not an exhaustive list of the default fields in SAP Concur solutions. It is a list of the most commonly used fields and fields that are most often unnecessarily duplicated.

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An admin can search the list of fields on the Fields We Track tab to confirm whether a field already exists and is tracked by default or whether they need to create a custom field to track the data they need.

Manage Visibility

To Manage Visibility for a custom field, on the Custom Fields tab, in Advanced View, click Manage Visibility in the Visibility on Forms column.

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The Manage Visibility page enables an admin to configure which form(s) a custom field appears on, where on the form it appears, whether employees can see the custom field, and whether the field is required, optional, or read-only. By default, custom fields are visible to employees and are optional (employees can fill in the field, but it is not required).

N The rows that appear on the Manage Visibility page depend on the client’s configuration. For example, if the client does not have Concur Invoice, the Invoice rows do not appear on the page.

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Each row on the Manage Visibility page includes a tool tip ([pic]) that provides additional information about the forms to which the custom field will be added.

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Clicking the tool tip icon opens a page that describes the relevant form.

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After configuring the visibility of a custom field, the admin can configure the visibility of a different custom field by selecting it from the Select a Custom Field list.

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Help Me Decide

The Manage Visibility page includes a Help Me Decide feature. This feature helps admins set the visibility levels for their custom fields.

To launch the Help Me Decide feature, the admin selects the field they want assistance with in the Select a Custom Field list, and then clicks the Help me Decide button.

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The Guide Me – Setting Up Field Visibility page appears and the admin is prompted to answer a series of questons that help determine the proper level of visibility for the custom field.

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After the admin answers all of the questions, they can click Set Visibility to automatically set the visibility of the custom field based on their responses, or click Cancel to exit the Help Me Decide feature without making any changes to the visibility settings.

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If they click Set Visibility, a prompt confirms that the visibility of the custom field has been set.

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Financial Integration

Admins on entities with integrated accounting software such as QuickBooks will see the following changes in Custom Fields.

• In the Name column, a green connection icon ([pic]) indicates which lists are linked to integrated accounting software.

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• Column and row labels are dynamic and display the name of the integrated accounting software.

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• The functionality of the checkbox for selecting whether or not to link a custom field with integrated accounting software has been merged with the Financial System List drop down list in a new column. The name of column is dynamic.

Previous Column Design

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New Column Design

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Configuration / Feature Activation

These changes are implemented automatically; there are no additional configuration or activation steps.

← For more information about custom fields, refer to the Shared: Custom Fields Setup Guide for Standard Edition.

Quick Expense

**Ongoing** Quick Expense v1 and Quick Expense v3 Retired and Decommissioned

|Information First Published |Information Last Modified |Feature Target Release Date |

|September 2019 |April 15, 2020 |March 31, 2020 |

|Any changes since the previous monthly release are highlighted in yellow in this release note. |

Overview

Effective March 31, 2020, the Quick Expense v1 and Quick Expense v3 APIs was retired and decommissioned. We encourage all current users to migrate to Quick Expense v4 as soon as possible.

Please refer to the deprecation policy for definitions and additional information.

Business Purpose / Client Benefit

This update removes two outdated APIs.

Workflow

Retirement of Email Confirmation for Faxed Receipt Images

Overview

SAP Concur retired the email message confirming that Concur Expense received a faxed receipt image.

This release note is specifically about the retirement of the email message. SAP Concur continues to support faxed receipt images.

Business Purpose / Client Benefit

This change allows SAP Concur to focus resources on alternate methods for receiving information using contemporary communication tools.

Configuration / Feature Activation

The change was made automatically; there are no retirement or deactivation steps.

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.

IMPORTANT: These Planned Changes may not be all of the upcoming enhancements and modifications that affect this SAP Concur product or service. The Planned Changes that apply to multiple SAP Concur products and/or services are in a consolidated document. Please review the additional Planned Changes available in the Shared Planned Changes Release Notes.

No planned changes specific to this product edition.

Client Notifications

Browser Certifications and Supported Configurations

Monthly Browser Certifications and Supported Configurations

The SAP Concur Release Notes – Monthly Browser Certifications document lists current and planned browser certifications. The document is available with the other SAP Concur monthly release notes.

The Concur Travel & Expense Supported Configurations – Client Version guide is available with the setup guides, user guides, and other technical documentation.

← For information about accessing all release notes, browser certifications, setup guides, user guides, other technical documentation, and supported configurations, refer to the Additional Release Notes and Other Technical Documentation section in this document.

Subprocessors

SAP Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors

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

Additional Release Notes and Other Technical Documentation

Online Help – Admins

Any user with any "admin" role can access release notes, setup guides, user guides, admin summaries, monthly browser certifications, supported configurations, and other resources via online Help.

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SAP Concur Support Portal – Selected Users

Selected users within the company can access release notes, setup guides, user guides, admin summaries, monthly browser certifications, supported configurations, and other resources via the Concur Support Portal.

If a user has the proper SAP Concur Support Portal permissions, then the Contact Support option is available to them on the Help menu. The user clicks Help > Contact Support. On the Support page, the user clicks Resources > Release/Tech Info - Standard.

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Cases

Steps for Getting a Status

Each service release contains case resolutions.

• How to check the status of a submitted case

1. Log on to .

1. Click Help > Contact Support.

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The Concur Support page displays.

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N If you do not have the option to contact SAP Concur support under the Help menu, then your company has chosen to support the SAP Concur service internally. Please contact your internal support desk for assistance.

2. Enter your Case ID.

3. Click Search. Search results are limited to each company's own cases.

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