Update #1: Wednesday, November 15, 2:00 PM PT
The following is a summary of the features and enhancements for this month's release.
Spend Categories
Spend Categories Now Available
Already available for Expense, Spend Categories is now also available for Invoice clients.
A spend category allows clients to define the overall category of spend with which the expense type is associated. In other words, a spend category consists of a group of expense types. The main purpose of spend categories is to categorize expense types in order to generate reports on these (the reporting part is scheduled for a future release).
Apart from being added manually, spend categories can also be imported through an expense type import spreadsheet in the Expense Type Import tool.
BUSINESS PURPOSE/CLIENT BENEFIT
November 2017
Client Admin Release Summary
Invoice – Invoice Pay – Invoice Purchase Order & Purchase Request – Invoice Processing Service Concur Invoice Management
Purchase Requests and Purchase orders
Vendor Name Available as Default in Email Subject in PO Configuration
Invoice now provides an additional token, Vendor Name, for the default subject of the purchase order email transmitted to the vendor.
BUSINESS PURPOSE/CLIENT BENEFIT
This feature makes it easier for clients to see the vendor of the purchase order when they go through their emails.
In-Product Messaging (IPM)
In-Product Messaging for Europe
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.
In mid-November, IPM will be enabled for all EU customers, using Concur's In- Product Messaging System. Also, since the new system provides a better all-around IPM experience, US customers will soon see IPM using the new system.
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.
Release Calendar
2018 Release Calendar
Access the calendar here:
http://www.concurtraining.com/customers/tech_pubs/ReleaseCalendar/_ReleaseCale ndar_client.htm
Capture Processing
Vendor Match: Use Purchase Order Data to Match to Vendor
With this release, Capture Processing will now attempt to match a purchase order (PO) to a vendor automatically, using data included in the PO and the original invoice. This systematic matching is performed whenever a PO:
Is found to match the wrong vendor
Is found to match no vendor at all
Has its number, and thus its vendor match, changed in the system BUSINESS PURPOSE/CLIENT BENEFIT
This enhancement speeds the matching of the correct vendor to the purchase order.
Reprocessing Batches on Verification Page Now Available
With this release, the admin working with either the Client-Managed or the Concur- Managed version of Capture Processing can now perform the reprocess and recover tasks directly from the Verification page. This feature saves the admin time moving from the Verification page in order to perform this action, instead providing two familiar commands, Reprocess all Requests and Recover all Requests, in the Actions menu of the Verification page.
BUSINESS PURPOSE/CLIENT BENEFIT
This enhancement saves time when working with batch reprocess functionality.
Planned Changes
**Planned Change** Support for Plain Text FTP to End on May 15th, 2018
Concur is announcing the End of Support for plain text FTP as a means to transfer data to and from Concur.
Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On May 15th, 2018, Concur Operations will apply a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing
commitment to securing our customers’ data and meeting the audited security requirements of the "Concur Trust Platform".
Notifications
Concur Non-Affiliated Subprocessors Notice
The list of non-affiliated subprocessors is available here: Concur Non-Affiliated Subprocessors
If you have questions or comments, please reach out to: Privacy- [email protected]
Monthly Browser Certifications and Supported Configurations
The Concur Release Notes – Monthly Browser Certifications document lists current and planned browser certifications. The document is available with the other Concur monthly release notes.
For more information about any of these topics, refer to this month's release notes.
