Client Admin Release Summary

The following is a summary of the features and enhancements for this month's release.

Redesign of PO Matching Summary, Payment Request, and

Purchase Order Tabs

To enhance the user experience for clients, Concur is redesigning the PO Matching Summary, Payment Request, and Purchase Order tabs with which payment request users and processors work. This redesign provides a better experience for clients by allowing them to more easily associate payment request and purchase order line items.

Processor view:

Invoice User Can See Purchase Request Owner When Assigning

PO-Based Invoices

Previously, when a user needed to assign a PO-based invoice to a purchase request owner, he/she could not see who the purchase request owner was and, therefore, had to know to whom to assign the invoice. Now, for a PO-based invoice where the

June 2015

Client Admin Release Summary

Invoice – Invoice Pay – Invoice Purchase Order & Purchase Request – Invoice Processing Service

PO is generated within Concur, when an invoice user tries to assign an unsubmitted invoice, he/she will be able to see the purchase request owner to whom to assign the invoice.

Create Payment Request from Purchase Order List Now Available

When clients view their list of purchase orders, they can now create a payment request from a purchase order on this list. The option to create a payment request from the PO list is available only when the PO processor selects a single, transmitted PO that has not yet been closed.

Workflow Skip Step Change to Allow Cost Object Self-Approval

Invoice provides the option of self-approval in regular workflows. With this release, clients now have the ability to self-approve payment request in a cost object approval (COA) workflow.

This means that the system will not skip the COA workflow step even if the cost object approver is the owner of the invoice. Thus, the cost object approver will now be able to approve his/her own payment requests in a COA workflow.

NOTE: This feature also applies to purchase requests. However, self-approval is not available in regular workflows for purchase requests.

Enhanced Process Button Behavior in Invoice Image Processor

Concur has enhanced the Process button behavior in the Processor tool, so that clients will now be able to work more efficiently with invoice images.

When clients click the Process button to process a scanned invoice, the action will also include the behavior of the Set Request Received button on the Attach Images & View page in the Processor tool.

Processors Can Now Retrieve Payment Requests More Efficiently

With this release, processors will be able to retrieve payment requests they need to process more efficiently by defining a date range within which to search for payment requests. By using this feature, clients can greatly reduce the amount of time it takes for invoices to load onto the page.

Now when processors log into the Processor tool, they will not see any payment requests on the Processor List page. To view payment requests, processors need to either select a query or create a new query. Alternatively, they can go into the

Preferences tool and select a query to use as default.

Processors will also see a new setting, Showing invoices created within last 3 months (Change).

When processors have either selected a Concur created query or created a new query, they can click the (Change) link after the Showing invoices created within the last 3 months setting to select a date range within which to search for payment requests.

NOTE: The new setting to filter dates and the date range will show invoices created within the dates defined.

Both Capture Products: Enhanced Multi Invoice Batch Navigation

and Auto Return

Verifiers working on the Verification page may now use new navigation features that allow them to access any invoice in any status (verified; unverified), as needed. To support this flexible navigation, the system will provide friendly reminders for

This set of options frees the Verifier to navigate and work with any invoice in a batch, regardless of completion status, with helpful information to guide them when finalizing the verified batch for submission.

Both Capture Products: Block Emails and Prevent

Acknowledgement

With this release, the admin can now prevent receipt and display of batches, based on an email address, as well as prevent the default email acknowledgement to be sent. Admins can use these options to temporarily disable selected emails, archive and accept a different email address from a supplier changing location or domain, and adjust acknowledgement emails to match their preference.

Microsoft IE v.8 and v.9 Browser Support Ends February 12, 2016

Support for Microsoft Internet Explorer (IE) versions 8 and 9 browsers under Concur products will end February 12, 2016. Clients using either IE v.8 or IE v.9 are strongly

advised to update to the latest IE browser version (v.11.0) before that date, or to install and work with another supported browser.