p78 summary of all new features
SAP Concur Release Notes
February 2025
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Uber for Business Integration Enhancements
Users will have receipt information from rides with Uber and orders with Uber Eats on business profiles automatically sent to Concur to complete expense details. A copy of the applicable receipt image will also be sent.
For Uber, receipts now include more details like consolidated transactions and tips (where applicable), and a granular breakdown of fees across transactions, taxes, refunds, and cancellations. For Uber Eats, receipts now include details like menu items and group order details, for instance specifying the users who were part of such group orders.
New enhancements, where applicable, also include improved credit card and receipt matching, a more stable user connection, and a feature where Uber receipts will now appear in Concur in near real-time after the transaction is completed.
Extension to Reauthorize AMEX Business Cards
All the users who had synced their American Express© Business Cards to Concur Expense had to previously authorize their cards every 90 days, but now that has been extended to 365 days.
For cards registered or authorized prior to November 1, 2024, you can navigate to the Expense Credit Cards page > Add > Add Amex Business Card > log in and Authorize your American Express© Business Cards, availing the longer authorization period.
No action is required by users who have synced or re-authorized their cards after this date.
Data Access and Export Integration with SAP Concur
Customers using expense reports in Germany will have access to a new Data Access and Export service for Concur Expense. The primary goal of this service is supporting Concur Expense clients to prepare for their regular tax audits by providing essential, audit-relevant billing data.
With this service clients can download structured expense report data from Concur in SAP’s Audit Information System file format. This service also offers a user interface to view Concur expense report data and their attached receipt images. All data access is restricted by data access profiles that can be defined by the client to restrict access to specific time periods and legal entities.
On the user interface you will benefit from a new interface that remains consistently structured and includes contextual information, even for custom fields. This interface is available in English and German.
Using the Data Access and Export Service, you can easily identify specific custom fields, such as cost objects or GL account numbers, facilitating the analysis of data from Concur in SAP Financials or SAP HR Payroll. Additionally, a new data extraction report in S/4HANA Public Cloud offers the necessary data for cross-system evaluation of value flows.
End-users for this application are for example tax auditors or internal auditors. Once you have been granted access to this application, you will see a lean user interface that provides access to expense report data. This access is restricted based on the data access profiles which are assigned to your user. Standard users can only view expense report data on the user interface.
End users who have been assigned the user role with download authorization see another functional area. In “Download Paid Expenses” you can create data extracts which are also based on the data access profiles which are assigned to your user.
Custom Fields Search Filter
Custom lists can now be filtered by text as the user types, making it easier to find specific items and reducing the need to scroll. This feature applies to lists with fewer than 100 items, allowing users to quickly search for what they need.
New Required Field Indicators
Employees entering their banking information and admins creating new funding accounts can see a red asterisk indicating a required field.
In the Funding Account window, admins can see red asterisks on required fields.
E-Bunsho Detach/Remove Receipt Change
When you manage expenses, you will see a Detach/Remove button only for e-Bunsho receipts that are a part of expense reports that are not yet submitted or are recalled or returned.
It is only the visibility of the button that has changed. For recalled or returned entries, you still cannot remove/detach the receipt from the expense report entry. If you click the Detach/Remove button, you will be alerted with this message: You are not permitted to perform this action.
Electronic Invoice Support for Germany
As of January 2025, SAP Concur supports e-invoice for Germany.
The following two official e-invoice standards are supported:
XRechnung (.xml)
ZUGFeRD (.pdf with embedded XML)
Employees can email e-invoices to receipts@concur.com.
For ZUGFeRD, the PDF can be attached; for XRechnung, a visual copy (e.g., PDF, JPEG) must also be attached. The original e-invoices will be stored in the Concur Expense database, with visual files displayed for convenience and approval.
Removal of X icon from Report Tile
The user can no longer see the X icon on the report tile in Concur Expense.
Check Name Modification for Japan Merchant Tax ID Check
The check name Invalid Merchant Tax ID – JP is now changed to Missing Merchant Tax ID – JP.
This check name was modified to clearly reflect its purpose, which is to confirm the presence of a Merchant Tax ID. There is no change to its functionality
January 2025
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Expense Credit Cards Profile Update
The Expense Credit Cards page is now enhanced with the following features:
- This page will appear for all end-users regardless of the type of Credit Card connection(s) your company has enabled. This page will not be visible to administrators or delegates.
- You will find cards that were linked via Yodlee under Personal Cards. Corporate cards and/or American Express Business cards are under Corporate Cards.
- American Express Business Cards that require re-authorization will now display a Connection Status called Disconnected. You can reconnect/re-authenticate by clicking on the Actions ellipses
The feature is automatically available; there are no additional configuration or activation steps.
December 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Report Owner Automatically included as Attendee by Default
- For expense types that require attendees, the report owner is now automatically included as an attendee by default.
- This update applies specifically to Entertainment and Meal expense types.
Improved Accuracy for Concur ExpenseIt
- Concur ExpenseIt now extracts values from receipts with greater accuracy, converting them into expense line items.
- If required fields on a receipt cannot be read, they will be left blank instead of being filled with default values.
- When opening the expense, a message will notify users to update the blank fields manually and suggest uploading a clearer image if the receipt was unreadable.
- Unreadable receipts may lead to reports being sent back or failing an audit.
Merchant Tax ID Automatically Extracted from ExpenseIt for Spain
- Concur Expense now extracts the 9-character Merchant Tax ID (NIF/CIF) from receipts processed by ExpenseIt for Spain-based clients.
- This information is automatically added to expense details, helping you comply with tax reporting requirements.
- Users can also manually add or edit the Merchant Tax ID if needed.
Configurable Mileage Calculator for Custom Rates
- Administrators can now enable or disable the Mileage Calculator for end users with custom mileage rates and control the Availability options include: Yes, No, or Required.
- End users with custom mileage rates will see:
- Link Available: Users can calculate mileage using Google Maps via the Mileage Calculator link.
- No Link: Users must manually enter mileage details in the From Location, To Location, and Distance fields.
- Link with Asterisk: The Mileage Calculator pop-up opens automatically, and the From Location and To Location fields are disabled, requiring the calculator to be used.
Preferred Name for Approver and Processor
- Approvers and processors can now set & configure their preferred names in Concur Expense themselves.
- Preferred names will be displayed based on the user’s locale, following cultural norms and language preferences.
- This feature enhances inclusivity and personalization across the platform.
- The end-user who is a submitter can view the configured preferred names of the approver or processor, if their locale supports preferred name.
- If a preferred name is not defined or not supported in the user’s locale, names will default to one of the following formats:
- "FirstName LastName"
- "LastName, FirstName"
Rates and Adjustments Based on Trip Categories
- Expense administrators can now configure rates and adjustments based on trip categories like domestic trips, foreign trips, or all trips.
- This update adds flexibility for managing trip-related rates and adjustments.
Unassign Travel Allowance Itinerary from Expense Report
- Users can now unassign a travel itinerary from an expense report using the Travel Allowance Service (TAS) feature.
- How to Unassign an Itinerary:
- Select the All Days option in the Date/Location column.
- Click Finish to display a pop-up.
- Choose Unassign to complete the process.
- Reusing an Unassigned Itinerary, saving time by avoiding re-entry of travel details.
- Once unassigned, the itinerary can be reused in another expense report.
- To reuse it, select Add an Itinerary and choose the Select an Existing Itinerary option.
- The previously unassigned itinerary will appear and can be applied to the current expense report.
November 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Home Page Redesign: Phase 2
- Option to Switch Back to the Old Design:
During this phase, users can switch between the new and old home page designs using a banner at the top of the new page.- How to Switch Back: Click "Switch Back" in the banner to return to the old design. A short survey will appear, allowing you to provide feedback on your experience with the new design.
- Returning to the New Design: If you wish to return to the new design, click "Learn More" in the banner, then select "Enable" on the What's New page.
- Starting Phase 3 in January 2025, the new home page design will become the default and only available option. Switching back to the old design will no longer be possible.
- Note: The elements displayed on the new Home Page depend on your organization’s specific configurations.
October 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Expense: Enhancements to the Existing Available Expenses Screen
- In the Available expenses section, clicking on any expense entry, including the thumbnail view, will display both the image of the receipt and the expense source since this update.
- A new Move button is added for an ExpenseIt entry. User can save the expense and move it to an existing report or a new report simultaneously using the Save and Move button.
- For a non-Expense created expense entry, use the Move drop-down button to save the entry and move it to a report. The drop-down button displays all the available unsubmitted reports, along with the option to create a new report.
Triggering an Email Notification for Failed Digital Receipt Processing
An improved method of notifying the users when an emailed receipt fails to process is now available to users. Currently, customers need to log into their profile to check if the digital receipts emailed to receipts@concur.com, receipts@expenseit.com, or receipts@eu.concursolutions.com have been processed.
Updated Table Toolbar Design, Released Pages
With the October release, on some pages in the SAP Concur UI, the appearance, page alignment, or order of some buttons will change
For example, in the Available Expenses section of the Manage Expenses page, the following changes will be implemented:
- The page alignment of the View menu is changed from right-aligned (right side of page) to left-aligned (left side of page)
- The page alignment of the View, Edit, Delete, Combine Expenses, and Move To buttons is changed from left-aligned to right-aligned.
- The Upload Receipt button has been moved to align with the View, Edit, Delete, Combine Expenses, and Move To buttons.
Mobile Releases: Timeline View for Trip Based Reports
- While in an expense report, users will now have the option to Sort by the new Timeline option, so they can see their expenses as they occurred.
- Users can now see expenses appear in chronological order of when they were created. This new view simplifies the process for creating a trip based report
- On the Report screen, tapping the three dots brings up several options, one of them is Sort by.
- Tapping Sort by displays the options for sorting the expenses within the report. Selecting Timeline shows the expenses in chronological order so they can be added to the report without missing an expense.
September 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Request Assistant: Cost Estimates für Expected Expenses
- A new Request Assistant button is now added to the top and bottom of the expected expense detail page in Concur Request.
- The Request Assistant can generate optional cost estimates based on the information entered on the expected expense details page for specific segments and expense types.
The Assistant is available for Train, Air, Taxi, and Hotel segment types
→ For air segment type, the Assistant is only available for round-trip and one-way segments. It is not available for multi-city Air segments
- The Request Assistant adds the estimated cost to the Amount field on the expected expense details page and displays an explanation of the cost estimate
- The Amount can be changed in the amount field at any time
Expense Types: Customised Expense Types Description and Quick Tips in Expected Expenses
If a description is configured for an expense type, in Concur Request, when you are adding an expected expense or segment to a request, the expense type description is displayed below the expense type name in the Add expected expenses and/or travel plans dialog.
August 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Sign In to SAP Concur With an Email Link
Since August 14, 2024, Users are enabled to sign in to SAP Concur with an email link. A user who does not want to enter a password during sign in can send a one-time link to the email address associated with their Concur personal profile
Additional Details:
- The link expires after one hour
- The one-hour expiration limit is not configurable
- The link can only be used to sign in once
- Sign in with the link does not require two-factor authentication
- Sign in with an email link is not available through the mobile app
- If a user forwards the email link to another email address, the link will work if it is used within the one-hour expiration window
- Sign in with an email link is available on all entities. On entities where SSO sign-in is required, sign in with an email link is disabled by default. On all other entities, sign in with an email link is enabled by default
- At any time, a company administrator or p78 can enable or disable this feature on the Sign In Settings page
Expense Integration with Microsoft Teams
Concur Expense is integrating with Microsoft (MS) Teams, which allows users to collaborate on Concur Expense tasks without leaving MS Teams.
- Once MS Teams is enabled for an organization, the SAP Concur app can be added to the user’s MS Teams
- Once within the SAP Concur app within MS Teams, the user uses search terms such as “Expense” or “Expense Approvals” to retrieve entire reports. A list with the latest five active reports appears
- Expense reports can be viewed in MS Teams or to be shared with an approver in a chat
- Approvers can search expense reports from their approval queue
- Approvers can approve or reject reports within MS Teams
Planned changes (September 2024): Customizing Expense Types Descriptions and Quick Tips
SAP Concur will enhance the Expense Configuration Administrator (Restricted) role with the ability to customize descriptions for an expense type.
End-User Experience:
Descriptions
Users will be able to view the descriptions when selecting an expense type for an expense report. Using the search box, you will be able to search for an expense type using the expense categories and expense type descriptions too.
The expense types descriptions will also display on the Expense Source screen.
Quick Tips
The quick tips will also display on the screen when adding an expense to a report.
Configuration:
The configuration can be done by an Expense Configuration Administrator (Restricted) role or by p78. If you want to add descriptions or quick tips, the following explanation will help you or you get directly in contact with your p78 Concur contact.
Explanation
Navigate to the Expense > Administration > Expense Types > Expense Types Description and Quick Tips
EXPENSE TYPE DESCRIPTION
- To modify an expense type, select a language (1) from the drop-down list and a policy (2) from the policy drop-down list
2. Enter an appropriate description for the expense type in the Default Description text box. Click Save and Next to move to another expense type or to go back to the previous screen.
Expense type descriptions will be limited to 270 characters and only text is allowed. Hyperlinks will not be supported in descriptions.
3. You can also add policy specific descriptions to one or more policies simultaneously. Click Add policy specific description and select the policies from the drop-down list. Add a description on the text box and click Save.
NOTE: Ensure you add descriptions to only expense types that require a brief explanation to avoid overcrowding the user interface.
QUICK TIPS
- To modify the quick tips for an expense type, navigate to the Quick Tips tab after you complete filling in the description for the expense type
The text in the Quick Tips field will be limited to 530 characters only. Hyperlinks will be supported.
2. You can also add policy specific quick tips to one or more policies simultaneously. Click Add policy specific quick tips and select the policies from the drop-down list. Add a description on the text box and click Save.
These descriptions and quick tips can be modified or deleted later if required.
Travel Allowance Options When Creating Expense Reports
It is now possible to change the travel allowance options when creating expense reports.
Four options are possible:
- Default Travel Allowance options to Yes (Standard setting)
- Default Travel Allowance options to No
- Hide Travel Allowance options and proceed to Expenses
- Hide Travel Allowance options and proceed to Travel Allowance
In addition it is possible now to change the description for the Travel Allowance.
July 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Redesign of the SAP Concur homepage
Concur is planning a redesign of the SAP Concur homepage, which will be available from the end of August.
The functionalities will remain the same, only the design will change.
This will result in the following advantages:
- New, modern design
- Simplified navigation
- Optimised user workflows for faster processing of tasks
- Improved scaling, performance and responsiveness
- Standardised user experience across all SAP products
From the end of August, employees will have the option of activating or deactivating the new start page at the top of the screen
From the end of October, the new start page will become standard, but employees will have the option to return to the old start page.
From January 2025, the new start page will be the only option available.
The new start page could look like this (the elements on the screenshot may still change before the new design is implemented):
Depending on the modules used, the elements are not displayed.
Adding Attendees in Bulk
- Employees can now import participants from the company via a button
- To do this, the email addresses must be entered via copy and paste
- Concur only allows this for email addresses that exist in the system as employees
Recurring Itemizations in Expenses
- There is now a user-friendly drop-down menu for the itemization.
- Here you can select whether there is a recurrence of the expenses to simplify the entry of the amounts.
Travel Allowance
Release only for Request User
When creating the travel allowance, the start and end location is automatically filled in from the address that the user has entered in the home address fields in the user profile.
Release only for Travel user and TripLink user
In Concur Expense, when the user creates a travel allowance itinerary for an expense report based on a travel booking linked to the expense report, the expense type and travel details such as travel dates and destinations, are automatically populated from the travel booking.
When the user creates an expense report from a travel booking done in Concur Travel, an expense type with booking information is included automatically into the expense report.
May 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Retention Period of Credit Card Data Files
Overview
Targeted on or before May 24, SAP Concur will be implementing a process for compliance reasons, where the card data files received from external sources (issuing banks, card associations) will be deleted from the system after 90 days.
Normally, the practice is to automatically import and load the data contained in the data files within 24 hours of receipt. If the raw data is required after the 90-day window, clients can work with their issuing bank to have these files re-sent.
This update is meant for offering data protection and privacy compliance.
Configuration / Feature Activation
The change occurs automatically; there are no additional configuration steps
Expense Integration with Microsoft Teams
Overview
Targeted for a future release, Concur Expense will integrate with Microsoft (MS) Teams. This integration will allow users to collaborate on Concur Expense tasks without leaving MS Teams.
End-User Experience
Once MS Teams is enabled for an organization, the SAP Concur app can be added to the user’s MS Teams. Once within the SAP Concur app within MS Teams, the user can type search terms such as “Expense” or “Expense Approvals” to retrieve entire reports. A list with the latest five active reports will appear.
Expense reports will be available to view in MS Teams or to be shared with an approver in a chat.
Approvers will be able to search expense reports from their approval queue. A list with the latest five active reports will appear. Approvers will be able to approve or reject reports from within MS Teams.
Configuration / Feature Activation
This feature is enabled by default. There are no configuration steps.
Recurring Itemizations in Expenses
Overview
In an upcoming release, the multiple itemization recurrence options in Concur Expense will be combined into a single, user-friendly drop-down menu, from which the user can select the recurrence frequency.
This change is applicable to all expense types where there is a possibility for recurrence of itemizations.
For example, when the user has entered all details pertaining to the hotel, the user will need to itemize their hotel expenses. The user will now see this user friendly drop-down within the nightly lodging wizard for hotel expenses.
This feature will allow the user to create multiple expense entries during the itemization process, as well as provide the same amount per day, or different amounts each day.
This change will make the recurrence checkbox more discoverable and will reduce complexity in creating itemization for expenses. The users will be able to efficiently manage their itemized expenses in a shorter time with a better streamlined process.
End-User Experience
On the Itemizations tab in Concur Expense, the field Entry Type > Recurring Itemization will be replaced with a new Recurrence drop-down list. After the Expense Type is selected, such as Hotel, the user will now choose an option from the Recurrence drop-down list.
This change applies to all expense types where there is a Recurrence checkbox.
For the Hotel expense type, the current UI contains the options The Same Every Night and Not the Same. This will be updated to display the selections Same Daily Amount and Different Daily Amount as follows:
Example: Same Daily Amount Screen
Example: Same Daily Amount Screen
Configuration / Feature Activation
The change occurs automatically; there are no additional configuration steps.
Update to the Report Status Indicator
Overview
Currently, end users can view the updated rectangular indicator that shows the status of an expense report. This indicator used to display in bold colors. Now, this rectangular indicator displays in more pleasing, mild colors.
With this change, this indicator is easier on the eyes than the prior version.
End-User Experience
The end-user can now see, in selected screens, a solid color background and white text in the tiles that display the status of the expense report.
Configuration / Feature Activation
These changes are automatically available; there are no configuration or activation steps.
April 2024
SAP Concur is constantly evolving its products with minor adjustments to ensure stability and improve the applications.
Sign In To SAP Concur Without a Password
Overview
In Q2 2024, SAP Concur plans to enable users who sign in to SAP Concur solutions with a username and password to sign in without a password. When the feature is enabled, a user who does not want to enter a password during sign in can send a one-time link to the email address associated with their SAP Concur personal profile.
Business Purpose / Client Benefit
For users who do not want to enter a password during sign in, this feature enables the user to sign in quickly and efficiently through a one-time link.
End-User Experience
After they enter their username, users have the option to sign in with an email link.
If they click Sign in with an Email Link, a sign-in link is sent to the Email 1 and/or Email 2 email address configured in the Email Addresses section of the My Profile – Personal Information page in SAP Concur solutions.
The email address associated with their account can be confirmed by the company’s Concur administrator.
Configuration / Feature Activation
This change will occur automatically.
Two-Factor Authentication Enhancements
Overview
In Q2 2024, SAP Concur plans to implement enhancements to the instruction for the Two-Factor Authentication setup process.
Business Purpose / Client Benefit
These changes improve the on-screen instructions when setting up Two-Factor Authentication.
End-User Experience
Users will be presented with clearer and concise instructions when setting up Two-Factor Authentication. For example, the setup screen will be updated to provide step-by-step instructions.
Before Example
After Example
Configuration / Feature Activation
This change will occur automatically.
Enhancements to the Report Timeline
Overview
The user interface for the Report Timeline feature in an expense report will be enhanced and will display updated icons and layout. Some additional details will also be displayed when compared to what is currently displayed.
This feature will provide users with improved usability and will ensure report timeline user interface is easily accessible
Phases
This feature will be released to specific verticals, vendors, and data centers in April 2024:
| Phase | Date of Release |
| Phase 1: All customers test entities | April 16, 2024 |
| Phase 2 All production entities | April 23, 2024 |
End-User Experience
Open an expense report and click Report Details > Report Timeline to see the new enhancements in the Report Timeline screen. You will see more information than was previously available, along with the status of the report and names of the approvers.
In the Approval Workflow section, the UI will be improved to display updated icons, approver names along with time and date of approval.
Example:
The view in the Report Summary section will also be enhanced to show updated icons and layout. New buttons Sort and Filter will be included in the UI. The comment section will no longer be hidden and will now be displayed to all.
Example:
Configuration / Feature Activation
These changes will be automatically available; there are no configuration or activation steps.