p78 summary of all new features
SAP Concur Release Notes
August 2026 Concur Expense & Request · 2026_08
France e-invoicing via SAP Document and Reporting Compliance
Action requiredConcur now also supports French e-invoicing requirements via integration with SAP Document and Reporting Compliance, cloud edition. E-invoices are delivered to Concur Expense automatically and linked to the expense (Invoice ID, Merchant Tax ID fields).
What you need to do: Action required for affected (FR) customers: enable France as a digital-compliance country in Expense Group Configuration AND connect Concur Expense to SAP DRC cloud edition (EU02) via the App Center. Requires an SAP BTP account + active DRC subscription.
German Three-Month Rule: recalculation for out-of-order itineraries
Action requiredConcur Expense recalculates German Three-Month Rule results when itineraries are entered/changed out of chronological order. For unsubmitted reports this happens automatically; for submitted/paid reports Concur guides the user through the required steps.
What you need to do: Relevant for customers with German travel accounting: for submitted/paid reports users must recall or reopen the affected reports. Scenario 3 (paid) requires Delta Posting Level 3 – check in advance.
Main Budget Requests: recall allowed after the start date
Action requiredThe owner of a main budget request can now recall it even after the start date to make changes. Previously, recall was only possible before the start and end dates. Recall remains blocked after the end date.
What you need to do: Action required: the feature works only if the workflow settings „allow recall“, „recall after approval“ and „recall with associated reports“ are enabled. Admins must configure these.
Booking Governance: new request policy rules for bookings
Action requiredA new „Booking Governance“ section in request policies checks bookings against the approved request. If cost, date or destination exceed the configured thresholds, a re-approval is triggered or the booking is blocked (incl. country/region restrictions). Only with new Concur Travel integration.
What you need to do: Action required (ongoing/preview): configuration is mandatory. Phased rollout from late Q3 2026 (selected „Approve then Book“ customers), self-service from Q4 2026. Plan now; first-phase participation only after contacting SAP Concur.
GST Handling for India: new tax fields for GST reclaim
WatchConcur Expense will support GST reclaim for India. New fields appear on the entry form of an expense type (Invoice ID, Merchant Tax ID, Company Tax ID, Goods or Services Code, Place of Supply).
Context: For organizations operating in India: admins must add the relevant GST fields to the entry form via Forms and Fields. Otherwise, monitor.
Pre-Spend Planner: policy trip tips during planning
WatchAdministrators can configure policy tips in Pre-Spend Planner (AI-generated from uploaded policy documents or manual). Travelers see the tips during planning. Expense-only customers only.
Context: Optional: to use it, upload policy documents, select tips and activate them per expense group (Expense Administration › Policy Assistance). Not mandatory.
Copy Tax and Reclaim Group: create tax groups by copying
WatchAdministrators can create a new tax and reclaim group by copying an existing one with its configuration (tax/reclaim codes, tax conditions, assigned expense types). On save, Concur automatically adjusts the original group's end date.
Context: Optional convenience. Note: two groups with the same expense type cannot be active at once – check end dates when copying.
Trenitalia supported as a rail provider in Concur Request
WatchThe Italian rail provider Trenitalia is supported by Concur Request and selectable as a location type in Locations and Request Policies. Trenitalia locations for Italy are available automatically; usage requires integration with new Concur Travel.
Context: Monitor: for customers with rail travel in Italy. In request policies, Trenitalia must be configured for rail segments as needed; availability must match the activation in new Concur Travel.
Custom Audit Rules: full visibility for admins
InfoVia the new Custom Audit Rules page, administrators now see all audit rules configured for an entity, including those outside their management scope. Edit permissions are unchanged.
Context: No action needed. Available automatically; provides a consistent view of audit rules.
Expense Payment Manager: new and updated card programs
InfoReimbursements in local currency are supported for additional corporate card programs (incl. Elan Financial Visa/Mastercard US, Citi Global Taiwan). Some existing programs were renamed.
Context: No action needed. Available automatically.
Secure Bank Account Retrieval API for payment integrations
InfoA new API lets authorized Concur Web Services clients and partners securely retrieve bank account data for reimbursements in a standardized way, using existing security and authorization controls. Concur Cloud for Public Sector only.
Context: No action needed for users. Relevant for integration partners retrieving bank data programmatically.
Reimbursement Details: itemized deductions view
InfoThe Reimbursement Details page now shows an itemized breakdown of deductions instead of just the total. Users can view individual deduction line items via the Adjustments field.
Context: No action needed. Automatic; improves transparency of deductions.
Participant budget requests automatically linked to the main budget request
InfoWhen a trip is booked via Book-then-Approve by an assigned participant, the resulting participant budget request is automatically linked to the main budget request (when the destination matches). Manual link/unlink remains available.
Context: No action needed. Available automatically.
Joule Booking Agent: complete request-to-book in chat
InfoThe Joule Booking Agent now supports Concur Request workflows: users complete the entire request-to-book process in a single chat interface without switching applications. Supports Approve-then-Book and Book-then-Approve.
Context: No mandatory action. Available automatically for customers with Joule Base, Concur Travel and Concur Request. Aimed primarily at enterprise customers.
Request Assistant: AI acknowledgement message removed
InfoThe AI acknowledgement message warning about possible errors in AI-generated results no longer appears in Request Assistant – neither on „Generate Estimate“ nor „Create Request“.
Context: No action needed. Automatic; purely a UI cleanup.
Request Assistant: change segment type of existing expected expenses
InfoWhen multiple segment types exist for the same expense type in a policy, users can change the segment type of an already added expected expense afterwards – including custom segment types. Previously the expense had to be deleted and recreated.
Context: No action needed. Requires an active Request Assistant in the policy; not available for requests from the Travel integration.
