Opt-In Period Release Information - NextGen UI for Concur Expense SAP logo

IMPORTANT: The information posted here is preliminary/first draft; there may have been changes. To access the final version, refer to the monthly release notes following the "Released" date below or the associated technical documentation.

Quick Links:

Planned
Approx. Target Date Enhancement/Feature
Q1 2021

Features/Enhancements:

  • Company Bill Statements
Company Bill Statements is being updated with a new look and feel as a supported component of NextGen UI for Concur Expense. With the transition to the NextGen UI, the purchasing card owner gains visibility and clarity on the tasks to be performed.

We’re excited to announce a new Early Adopter Care (EAC) program opportunity open for registration: please apply on the Influence site by November 16th! Participation in the EAC offers the ability for you to capitalize early on new features, get expert advice, and encourages you to provide feedback directly to our product team. For more information, please visit the NextGen UI for Company Bill Statements program opportunity posted on the Customer Influence website.
Recently Released
Released Date - 2021 Enhancement/Feature
January 21, 2021

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-157680 Page Refresh Error Message (acting as proxy)
  • CRMC-157474 Copy down not working correctly in itemization
  • CRMC-158639 Error when itemizing expenses with attendees, and clicking on the 'Attendees' button at the item level
  • CRMC-158291 Expense report creation error through the view transaction menu
  • CRMC-158488 Error when attempting to add attendees to an expense
  • CRMC-154963 Personal Attendee Import does not check duplicate
  • CRMC-155186 When change the attendee type in report, attendee count field is not updated accordingly
  • CRMC-155774 Attendee administrator: HCP prescriber advanced search fields in attendees
  • <no CRMC> Incorrect sorting of parent expense types
January 7, 2021

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Most Recently Used List Functionality on Report Header
  • Report Key Removed From Report Header

Cases:

  • CRMC-154960 Alignment Issue in Fax Cover Page
  • CRMC-156041 Mileage distance or # of passengers field value with 0 or with leading 0 is being removed
  • CRMC-154962 Cash Advance configuration setting to allow user to link multiple cash advances to one expense report is not working as expected
Recently Released
Released Date - 2020 Enhancement/Feature
November 16, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-152827 Edit Expense Type deletes attendees (both have attendee field)
  • CRMC-155701 After changing attendee type in an expense report, the expense attendee detail form still uses the previous one
  • CRMC-156388 Unable to add receipts to line item records using the + sign
  • (no CRMC) User is unable to delete multiple itemizations at once
October 22, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-155229 Proxy user cannot create or save reports
  • CRMC-154491 Attendee import via Excel gives error: The value in this field is invalid: CrnK
  • CRMC-155136 Global Group policies apply to all groups
  • CRMC-155156 When creating an expense entry that requires attendees and trying to add attendees, the program stays frozen on a permanent loop
October 15, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-154313 Allocations screen the Corporation field shows as [object Object]
  • CRMC-152828 Field Label change not displaying properly in Attendees link
  • CRMC-152955 Travel Allowance Radio buttons display but don't work on Report Header after selecting Yes
  • CRMC-153175 When receipt is rich card data, you cannot attach a new receipt. Card receipt will be displayed on the Card Receipt tab on the Expense details page. User can add/append receipt on Upload + tab on Expense details page.
October 8, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Travel Policy Violation Reason Displays on Travel Itinerary Source

Cases:

  • CRMC-132460 - TA Itemization of daily meals expense is not visible
  • CRMC-151297 - Recurring itemization (not room rate) is not creating all/expected number of itemizations
  • CRMC-152827 - When editing expense type, don’t clear attendees if not required
  • CRMC-153569 - Recurring itemization for room rate is causing an error
  • CRMC-153503 - Error when itemizing a hotel expense
September 17, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Mileage Reimbursement Rates

Cases:

  • CRMC-143278 VAT: When Receipt Status is set to No Default and Required, blank entry does not trigger Missing Required Field exception for available expense moved to a report
  • CRMC-152774 Error when adding allocation to the expense when delegating/proxying
  • CRMC-153502 Favorite allocations do not retain percentages on expense
September 4, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Audit Rule Enhancements for Travel Diary
  • Limit on the Number of Transactions That can be Moved From Available Expenses to a Report
  • Most Recently Used List Functionality on Allocations Forms
  • Displaying Audit Rules on Allocations
  • Disclaimer on Allocations Summary Modal

Cases:

  • CRMC-149804 Expense Entry sort order change when returning to expense list (date sort with multiple expenses on same date)
  • CRMC-149700 Travel Allowance: When Parent Hotel is itemized by the Lodging Wizard with Travel Allowance Unchecked any Room Tax amount will create a child Hotel Tax expense that is Checked for Travel Allowance.
  • CRMC-152016 Travel Allowance: Checked Travel Allowance checkbox on Hotel Parent is unchecked on Hotel Child after itemization through the Hotel Wizard.
  • CRMC-149698 Travel Allowance: USGSA Only: Travel Allowance Checkbox is not checked for Hotel Tax on Foreign expenses when expected to be automatically checked after itemizing Hotel using the Lodging Wizard.
  • CRMC-150896 Error while adding allocations
  • CRMC-151913 KRW currency shown decimal point when create expense entry
  • CRMC-152396 User not able to save Allocation connected list with control type of Edit
  • CRMC-151695 Prompt for an approver when an expense report is submitted and the feature is not working
  • CRMC-137691 Allocation Summary: Amounts incorrect after approvers change approved amount
  • CRMC-143144 Allocation Copy Down does not work as expected
August 20, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-146356 A11y: #14 - [WCAG 4.1.2] Screen reader is not announcing index for list items
  • CRMC-146361 A11y: #19 - [WCAG 1.3.2] Unable to navigate back to previous fields
August 17, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Personal Attendee Upload From an Excel File (Professional edition only)
  • Attendees Search Results Window Enlargement
August 6, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Improvement Visibility in the Report Library for Report Start and End Dates

Cases:

  • CRMC-127949 Next Gen UI - cc transaction purchase detail view does not show Employee ID, Purchase Order Number, Purchase Type
  • CRMC-144454 NextGen UI - Missing credit card transaction details (source view)
  • CRMC-129976 [CC][NextGen UI] Lodge Card Data not Showing in UI (Travel Agency Invoice Number)
  • CRMC-147861 Company & Personal Car Mileage - error handling
  • CRMC-148852 Hotel Travel Allowance Defaults from undefined Credit Card Transactions
  • CRMC-149182 Translation: "common.Alert" error message when saving Approval Flow
  • CRMC-149915 Error when saving entered comment "There was an error saving your expense."
  • CRMC-146364 A11y: #22 - [WCAG 4.3.1] Screen reader is not voicing the status messages
  • CRMC-146359 A11y: #17 - [WCAG 4.1.2] Show filter options button label  is not associated with field
  • CRMC-146363 A11y: #21 - [WCAG 2.1.1] Unable to access REVERSE button in forward navigation
  • CRMC-151214 Entry connected list display "Retrieve Results" instead of displaying the list value
July 30, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Profile Calendar Honors Time Zone
  • Itemization is Required Before Allocating
  • Disclaimer Added on Allocations Summary Window

Cases:

  • CRMC-148915 Changing amount for foreign currency behavior change
  • CRMC-146351 Unable to expand accordions with keyboard in Add Expense window
  • CRMC-147554 Filename is not appearing when the user tries to browse and attach the receipt on the expense entries from Available Receipts
  • CRMC-127230 Room Rate and Room Tax setting on policy configuration is not honored
  • CRMC-150081 Expense type list shows fewer expense types after one expense is itemized
July 9, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Itemization tab

Cases:

  • Delete and download buttons not visible on Mexico XML attachment (CFDi)
  • CRMC-146375 A11y: #29 - [WCAG 2.4.6] Heading level is marked as h4 for main heading in the dialog box
  • CRMC-144164 IS_PERSONAL field has a default of Y and is read-only, but is being saved with Blank value
July 2, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Updates to the User Experience Settings Page for Companies That Also use Concur Request
June 24, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-148342 Report date has one day mismatch on the actual date today
  • CRMC-148476 Date format not correct when copying expense reports (date format dd/mm/yyyy)
  • CRMC-148639 Error when Copying Expense Reports
  • CRMC-127962 Travel Diary alert on save of report header
June 11, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-132039 Expense Assistant message shown to users when company setting is OFF
  • CRMC-134369 When user copies an expense entry, values of tax form fields are not copied
  • CRMC-130394 Report Name visibility issue for Special Characters (report tile)
  • Merchant Tax ID missing on ExpenseIT source
May 29, 2020

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-138330 Printed report doesn't show Breakfast/Lunch/Dinner provided
  • CRMC-126499 Faxed Images not available via Manage Receipts button
  • CRMC-146833 Tax form fields are randomly not populated
  • CRMC-128765 For "Paid" expense reports, the system does not have an option to replace the Missing Receipt Affidavit for a new receipt
  • CRMC-128718 The system allows image and Missing Receipt Affidavit to exist simultaneously for the same line item
  • CRMC-147412 User can add User-Added Approver step, save the Approval Flow and submit the report without assigning an approver
  • CRMC-144506 Expense Type not appearing as itemization option despite being active for policy
May 21, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • New expense type category: Uncategorized (Professional edition only)
  • Personal expenses enhancements
  • New messaging if an uploaded image size is larger than the limit (5 MB)
  • New Travel Allowance menu Itinerary management enhancement
  • Accessibility improvement for screen readers in lists

Cases:

  • CRMC-146345 A11y: #04 - [WCAG 1.4.3] Contrast ratio is not meeting required ratio of 4.5:1 for button text when focused
  • CRMC-146348 A11y: #07 - [WCAG 1.4.3] Contrast ratio is not meeting required ratio of 4.5:1 for button when focused
  • CRMC-146350 A11y: #09 - [WCAG 1.4.3] Contrast ratio is not meeting required ratio of 4.5:1 for buttons when focused
  • CRMC-146362 A11y: #20 - [WCAG 1.3.1] Screen reader is not voicing the calendar days while navigating
  • CRMC-146353 A11y: #12 - [WCAG 4.1.2] Mandatory fields are not marked visually
  • CRMC-146358 A11y: #16 - [WCAG 4.1.2] Quick help button is not associated with field
  • CRMC-146367 A11y: #23 - [WCAG 4.2.1] Screen reader is not voicing purpose of VIEW button
  • CRMC-146368 A11y: #24 - [WCAG 4.3.1] Screen reader is not voicing the status messages after saving the report
  • CRMC-146370 A11y: #26 - [WCAG 4.2.1] No appropriate label provided for Attach and View buttons
  • CRMC-141944 Printed report is being cut off when printing
  • CRMC-129358 New expense type appearing under parent when no parent expense type is set
  • CRMC-129983 Entry details - e-receipt image disappears when switching over to "Receipt"
  • CRMC-131207 Credit card reference number overlaps with description in the NEW NextGen UI Available Expenses (IE, Microsoft Edge only)
  • CRMC-138634 Wrong exchange rate calculation
  • CRMC-141247 Bank information window opt-in process is not available
  • CRMC-142016 Vendor not populating on cc charge when added to report
  • CRMC-142671 Red alert error icon is displayed on itemization even though the Amount Balances
  • CRMC-142854 Expense entry Itemization tab is appearing for expense types that do not allow itemizations
  • CRMC-144388 Inactive registered company car can still be used
  • CRMC-144724 TA exception for expense outside of itinerary dates fires for parent hotel expense
  • CRMC-134684 User should not be able to edit amount per attendee for parent expense
  • CRMC-137212 When Personal Expense and Travel Allowance checkboxes both checked, system no longer giving appropriate exception and instead unchecks Personal Expense on Save with no warning
  • CRMC-135756 New attendee field is appearing in the entry form after submission
May 8, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Change: Default Search Option Per Attendee Type

Cases:

  • CRMC-123684 User cannot confirm the lower half of report name on "Manage Expenses" when the report name is long and written by double-byte character.
  • CRMC-137623 Missing Receipt Affidavit feature will be available if Imaging is configured and Missing Receipt Affidavit setting is enabled for policy.
  • CRMC-141954 Report Name Field Validation (REGEX) not preventing Save.
  • CRMC-144506 Expense Type not appearing as itemization option despite being active for policy.
  • CRMC-144378 Unable to delete receipt from available receipts section whenever the receipt/entry is deleted from the report.
  • CRMC-119664 Missing Receipt Declaration pop-up displays the list of expenses which require a receipt and do not have one attached. System will filter out the expense if user-uploaded receipt, ExpenseIt receipt, Mobile receipt or Missing Receipts affidavit is already present for the expense.
  • CRMC-143007 Lodging Itemization with room and tax not creating all itemizations.
  • CRMC-144214 Hotel room rate itemizations do not retain the user-selected expense type when that expense type is different than the parent expense type.
  • CRMC -147263 Advanced Attendee Search Requires Field Entry change was not limited only to Attendee type SYSEMP
April 16, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Change: Attendee Advanced Search page and Search Results page will be combined into a single page
  • Usability Change: Improved simple search
  • Usability Change: Go back link improvements

Cases:

  • CRMC-143423 For a foreign entry, the Posted Amount is adjusting the "Conversion Rate" based on the rounded off value instead of retaining modified "Conversion Rate" of the user.
  • CRMC-146263 Hotel itemization incorrectly displaying expense type label as [object Object].
  • CRMC-145312 Unable to allocate the expense type without saving after changing from undefined expense type.
  • CRMC-131339 Users unable to attach png image files having 4.9 MB file size.
March 19, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Change: Advanced Attendee Search Requires Field Entry
  • Usability Change: Copy Attendees Linked to a Request Entry

Cases:

  • CRMC-142518: NextGen - Changing Expense Types with Attendees invalidates the Expense Type field
  • CRMC-145285: Alerts on Claim Totals page at point of submission Report Exceptions missing from report totals submittal flow
  • CRMC-145054: Translations for "REMOVE" attendees missing in French on NextGen Expense UI
  • CRMC-145282: Cannot Send Email via Print/Share Feature
  • CRMC-144773: Emailed printed report doesn't contain the receipts
March 2, 2020

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Change: Visual Difference for Attendees Already on the List
  • Usability Change: Create New Attendees Enhancements

Cases:

  • CRMC-132730: Attendees - Not allowing users to add all My Team members
  • CRMC-144065 / CRMC-142863: All Attendee Types not appearing in Attendee List when adding new Attendee
  • CRMC-142654: New UI is returning incorrect values on the Attendee Detail form when adding HCP attendees to reports
  • CRMC-145415: Unable to attach/view any receipts under Available Receipts
February 24

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability Update for Bulk Itemization Creation

Cases:

  • CRMC-142627: Allocation amounts were not automatically divided across allocation rows
  • CRMC-145015: Launch External URL call stopped working sometime after February 7, 2020
February 7

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Accessibility report header properly displays toggling radio buttons
  • Improvements on Receipt pop-up window

Cases:

  • CRMC-134254/CRMC-144199: Mileage - Odometer Start is not appropriately updating to the Odometer End of the previously created Company Car Mileage expense
  • CRMC-133602: Data not showing after clicking on payment type link
  • CRMC-142584: Slowness - Performance improvement made when creating new report
  • CRMC-142533: Not all Attendees are being pulled in the Advanced Search
  • CRMC-121916: Transaction currency not shown on itemization list when currency is different than reimbursement currency
  • CRMC-140750/ CRMC-140943/ CRMC-144020: Receipt Status field does not display options in the list
January 27

The items listed here have been released and are now in the release notes

Features/Enhancements:

    • Attendees are now sortable in the Attendees table
    • Ability to create attendee groups from the Attendees page

Cases:

    • CRMC-140607: The blue banner for "There are cash advances available to add to this claim." is not showing up
    • CRMC-128107: The available expense type "Mileage" should not be available when user does not match the currency of Car Configuration
    • CRMC-131923: Mileage expenses should not be allowing negative Distance and negative Transaction Amount to be entered
January 10

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-142006: Child Hotel Tax expenses with a required tax form field are not triggering a required field exception when left empty and users are able to submit without a value
  • CRMC-141855: VAT Tax code is not getting default value on an itemized expense
  • CRMC-143007: Lodging Itemization with room and tax not creating expected itemizations
  • CRMC-140147: USGSA: Travel Allowance checkbox should be automatically checked for Hotel Tax on International Lodging expenses
Released Date - 2019 Enhancement/Feature
December 11

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-119520: Attendee count for groups is not correct in the Attendee Groups tab
  • CRMC-133126: Reset button not available when searching for attendees
  • CRMC-140334: Attendee Search Results displaying invalid values
  • CRMC-127128: Custom List Field in the Attendee Detail View showing LI_KEY instead of List Item Name
December 5

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-140012: User's itinerary is not visible (service is unavailable for copy report with Travel Allowance)
  • CRMC-142104: French translation is incorrect for "Available Expenses" when adding an expense from within a report
December 2

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Delete Report Functionality: This functionality has been moved to the "trash can" icon
  • Quick Access to Report Header: When the user clicks the report name, the header information appears
  • Accessibility: The footer text on report tiles on the home page are not always visible; the tile height is now adjusted based on content

Cases:

  • CRMC-121577: System error when adding certain special characters in text fields "\
  • CRMC-129368: Airfare service codes displayed in English rather than selected user profile language
  • CRMC-132728: Attempting to recall report in Review In Progress status should trigger an exception
  • CRMC-119899: Expense Type is appearing as both a parent expense and as a child expense
  • CRMC-129422: Discrepancy between Vendor and Vendor Name
November 14

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • E-Receipt changes: E-Receipts are no longer automatically accepted as substitutes for required manually attached receipt images
  • Company Billed Statements: To prevent errors, the user will no longer be able to open statement reports in NextGen Expense until the feature is fully supported
  • Expense report tile tooltip: A tooltip appears on an expense report tile if text overflows the tile
  • Other accessibility enhancements:
    • ACC-1371: Update of the initial focus on the Expense home page, the report page, and the expense entry page
    • ACC-944: Change the Label for the 'Required' legend on fields
    • ACC-1428: Update icons to render as accessible

Cases:

  • CRMC-140186: Missing translations when users are allocating expenses
  • CRMC-140427: Preview of PDF files displaying as blank when attaching a receipt at entry level when using Internet Explorer
  • CRMC-138007: Some fields are showing in English regardless of user language when user is allocating expenses
  • CRMC-140410: Hyperlinks should not be enabled in exceptions
  • CRMC-137784: Transaction amount not updating for Mileage expense on a re-save when Vehicle ID is changed when using Internet Explorer
  • CRMC-120443: Adding/Removing request to/from an expense report is not adding/removing the request
October 31

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Accessibility: ACC-1288: Display the report library as a collection of cards in order to help make text visible when zooming in to make text bigger

Cases:

  • CRMC-139719: VAT Reclaim Amount incorrectly calculating as 0 when the taxability / deductibility is configured to consider attendee information
  • CRMC-122646: Attendee favorites (group) does not display more than 100 entries
  • CRMC-128911: Level 4 List in the report header with Web Service Call-Out is not functional
October 17

The items listed here have been released and are now in the release notes

Cases:

  • ACC-1203: New Expense tabs have been updated to remove speech output errors when using assistive technology. (This is a non-visual change.)
  • CRMC-132682: Save and Add Another button disappears after warning message for missing required fields
  • CRMC-128324: Save and Add Another button disappears after adding attendee
  • CRMC-138164: Able to upload receipts at the report level when "Allow Images on Report" setting is off
  • CRMC-135710: Launch External URL does not work on NextGen UI (response timeout)
  • CRMC-140153: VAT - Three receipt status options (Tax Receipt/Receipt/No Receipt) are available for user selection in the Receipt Status field, when the configuration is set to use 2 options
  • CRMC-124570 / CRMC-125916: Receipt Status drop list is not displaying client-configured labels for choice
October 3

The items listed here have been released and are now in the release notes

Cases:

    • CRMC-122836: Travel Allowance check box defaulting to checked for Domestic Lodging/Hotel Tax expenses (USGSA)
    • CRMC-137823: User is unable to view E-Receipt due to loading error for some but not all air Travel expenses
September 18

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Accessibility: Make buttons accessible to all

Cases:

  • CRMC-123418: Data is missing for available approvers when selecting an approver for a step in an expense report
  • CRMC-134693: Hotel Tax itemization form does not have the Recurring Every Night check box
  • CRMC-134795: Transaction Amount field is not accepting a comma value when automatically corrected by the system
September 5

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-132028: Add to List button remains gray (unavailable) in the Add Allocation window after all required fields are completed
  • CRMC-135109: Transaction Date field does not appear in Itemized Hotel Expenses window
  • CRMC-132460: Itemization tab does not appear for Daily Meals Travel Allowance expense
  • CRMC-133157: Appended Receipt Image is not visible until the user saves the expense
  • CRMC-136851: When a request is attached to a report, the request is not automatically selected upon creating an expense
  • CRMC-137332: Users receive an error message after clicking the Alert column heading and then trying to save the expense

August 22

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Attendees: Advanced search results for attendees now shows all of the configured columns on the search results table.
  • Accessibility: In the Expense Source window, the credit card icon is now recognizable by assistive technologies, like screen readers.
  • Accessibility: When creating a new report, the Location dropdown no longer extends outside of visual range.

Cases:

  • CRMC-129321: Copy down from the parent expense to the itemization not working consistently
  • CRMC-130546: Red "required" indicator disappears for list fields when user clicks outside the field
  • CRMC-136978 / CRMC-133152: Allocate link disappears after clicking Save & Add Another
  • CRMC-136979: User not able to edit allocation if there is only a single allocation present
  • CRMC-136952: Selection check box for the allocation line disappears after the allocation is saved
  • CRMC-137023: User not able to print more than 1 page of their detailed expense report at a time
  • CRMC-130163: From and To fields from expense entry were not populated in the waypoints fields in the Mileage Calculator
  • CRMC-135435: Create Attendee button disabled on creation of second Business Guest attendee
  • CRMC-133513: All E-Bunsho timestamps were displaying as 9:00am
  • CRMC-136976 / CRMC-133155: Tax Form fields were continuing to display after clicking Save & Add Another

August 8

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-128590: For new expense, list of expense types not loading
  • CRMC-134685: Incorrect Travel Diary data validation error for Start Date, End Date, Start Time, and End Time entries that have valid data

July 25

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Attendee Editable Grid feature: The company may add custom fields to the attendee table that are unique to that attendee on that specific expense. The user may edit the fields in the attendee table to provide the values.
  • Accessibility: Web accessibility enhancement for on-focus visibility for Next and Cancel buttons on the report header

Cases:

  • CRMC-132683: Buttons are not visible when the browser is minimized (modal dialogs)
  • CRMC-135110: Sorting by date on the Itemizations tab does not work
  • CRMC-120752: User sees a warning for the Transaction Date field before entering date for Personal Car Mileage
  • CRMC-134873: Flight fees list was not showing in the user's language
  • CRMC-132321: Parent expense was incorrectly marked as Travel Allowance which blocks submission
  • CRMC-134285: Text that was manually entered in a custom text field is altered (changes from '37E3' to '37000')
  • CRMC-130199: Print button not available from the Print/Share menu
  • CRMC-134871: Expense report warning message appearing in English instead of the user's set language
  • CRMC-134138: Delegate uploaded receipt in E-Bunsho doesn't show timestamp until expense is saved
  • CRMC-117610 / CRMC-129305: Tool tip display for check boxes
  • CRMC-132501: City of Purchase field was clearing when tabbing through fields

July 11

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-129305: Add support for tooltips on check boxes
  • CRMC-133082: User survey stopped showing after user submitted an expense report under NextGen Expense UI
  • CRMC-134797: 'No Show' attendee type should not be included in the Attendee Type dropdown list

June 27

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-133838: VAT Reclaim Amount incorrectly calculating as 0 when the taxability/deductibility is configured to look at attendee information
  • CRMC-132675: Error when trying to save the report when policy changed
  • CRMC-130266: Auto-matching issue when trying to open a report
  • CRMC-133720: Destination tax form field not populating on applicable Airfare expenses that have been configured in client's Canada Tax Authorities

June 13

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-131879: Saving expense type with attendees gives failure error when attendee count does not match attendee records present
  • CRMC-124071: Attendee email addresses are missing in attendee search results for Employee (SYSEMP) attendee type
  • CRMC-132704: Report Payments Screen loads but states "Payment Details Pending..."

May 28

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability: When copying down information from the header to the expense, a confirmation message appears. That message has been updated to be more informative.
  • Usability: The information the user added in Advance search form will be used to populate the Create New Attendee form if the user clicks Create New Attendee.

Cases:

  • CRMC-129621: Fields that should be hidden in the Attendee Detail View form are visible

May 14

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Usability: For hotel itemization, the Recurring Every Night check box and Transaction Date/Date Range are now linked so that they move as a pair based on screen size and layout.

Cases:

  • CRMC-129351: Printed report: Note regarding allocations as an approximate amount does not display
  • CRMC-129082: Currency list cannot be searched by currency code
  • CRMC-131627: Employee can't save allocations due to a rounding issue involving amounts and foreign exchange rates

April 24

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-130056: Custom field default value not applied to Attendee Advanced Search
  • CRMC-128280: Expense Type is not updated when policy is changed
  • CRMC-131056: Corrected the messaging on the allocations page
  • CRMC-128949: Boolean check box on header isn't triggering copy-down when modified
  • CRMC-129858: Unable to view PDF image when using MS Edge
  • CRMC-128441: Partial itemization when using a configured itemization wizard is failing
  • CRMC-131178: Corrected the messaging for receipt image uploads

April 10

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Accessibility: Added a tooltip to the delete "trash" can icon
  • Accessibility: The ‘+’ button on the expense list - used to add a receipt - is now reachable using the keyboard
  • Usability: New Attendees tab in the Add Attendees window is renamed to Attendees with an updated icon
  • Usability: Default to the Create New Expense tab in the Add Expense window in a report when no available expenses are present
  • Usability: Leave the Add Attendee window open after an attendee is added to the expense so the user can continue adding more attendees
  • Usability: Show an attendee count of 1 when creating an expense where the user is automatically added as an attendee

Cases:

  • CRMC-128358: Proxy or delegate user receives an error when trying to expense from View Transactions page
  • CRMC-119643: Browser auto-complete results in an error when the user changes currency
  • CRMC-131040: User cannot select value for province field (State/Province list)
  • CRMC-128343: Attendee extended search fields are not honoring the configuration for the form to allow or not allow edit
  • CRMC-129315: Copy down from the main expense to the itemized expense is not always working for UNDEFINED expense type
  • CRMC-130831: Allow hotel itemization with a room rate of zero
  • CRMC-131690: Alert column on the expense list only shows when an alert is present (does not display when only comment is present)
  • CRMC-119511: Enforce missing required fields on existing attendees when linked to a new expense. Exception message 'This attendee is missing required field information.' is not shown

March 21

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-123096: VAT reclaim amount incorrectly calculating as 0 when the taxability/deductibility is configured to look at attendee information
  • CRMC-123626: Manage Travel Allowance option does not show on Report Details menu when a report has been created without a corresponding travel allowance itinerary
  • CRMC-124144: The expense details field Transaction Amount is not honoring the configured label from the form definition
  • CRMC-129529: Report Details > Report Payments page fails to load
  • CRMC-129634: Report Payments page within report never opens - spinning wheel
  • CRMC-130406: Transaction Amount field not visible once expense report has been submitted, Requested/Approved amount is shown
  • CRMC-130936: Some users are not able to delete receipts from their Available Receipts section
  • CRMC-130542: Transaction amount can be modified and is not locked for personal card transaction (Yodlee)
  • CRMC-130105: Itemizations not saving when using a configured itemization wizard (not hotel)
  • CRMC-126904: PDF receipt image file viewed with IE 11 overlays the receipt Detach/Append buttons
  • CRMC-109015: Display approver's name on report tile for custom approval statuses
  • Usability: Incorrectly handling of required fields before Launching External URL
  • Usability: Keep Add Attendees dialog open after adding an attendee via simple search

March 4

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Enhancements to the Allocate page

Cases:

  • Internal: If itemization is NOT required, then there will not be an alert icon displayed on the Itemization tab until the user starts itemizing the expense
  • CRMC-123078, CRMC-126420: On a printed expense report, the Show Expenses and Show Itemizations check boxes are showing although configured to not show to the user
  • CRMC-130100: Expense type selection cannot be saved if the user clears the field and then tries to select from drop list, rather than selecting from drop list
  • CRMC-127093: Save not updating custom fields 31-34 with tax-relevant amounts (Taxability/Deductibility handling based on attendee type)
  • CRMC-126489: Editing an attendee from within an expense displays an error message

February 22

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-130591: Tax receipt option missing in entry form Receipt Status field

February 21

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Expense List Enhancements

Cases:

  • CRMC-123438: Append image button for the report-level image is not working as expected
  • CRMC-128844: Error message for the user after selection of currency that doesn't have default exchange rate
  • CRMC-128820: Allow user to successfully select an option from the list for a conditional display field
  • CRMC-129061: Allocate button on the expense list page when the user is not allowed to add/edit allocations
February 8

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-126600: Mileage Calculator link appears on expense types other than mileage expense
  • CRMC-128818: Conditional fields not appearing until after the expense entry is saved
  • CRMC-124961: Unable to edit expense entries
  • CRMC-125856: Some fields do not accept Japanese characters
  • CRMC-125858: Comment field in the report header is not properly handling line breaks
  • CRMC-123344: Yes/No check box stored as NULL instead of No; appearing as empty
  • CRMC-123258: User cannot create report via One-Click from Request
  • CRMC-123340: Some fields do not accept Chinese characters
  • CRMC-128844: Default currency rates differ between the existing UI and NextGen Expense
  • CRMC-127701: Unable to append a second receipt image to expense entry
  • CRMC-125108: For certain expense types, certain fields store as NULL after attaching a receipt image
  • CRMC-122840: Unable to create a personal car mileage expense; expense type is available in existing UI but not NextGen Expense
  • CRMC-128706: Tax Amount not updating when the client changes the expense amount and saves the entry
  • CRMC-124863: VAT not calculated correctly
  • CRMC-128106: VAT not recalculating when changing transaction amount if Tax group utilizes VAT form
  • CRMC-129859: For connected lists with external source, value not stored on Save
February 1

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-129778: First vendor name in the expense list is repeated for all expense entries
  • CRMC-129785: Unable to attach receipt images
January 31

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-122590: Error saving entries; exchange rate error
  • CRMC-126582: Mileage expense error due to carry over of currency from previous expense entry
  • CRMC-127866: Error moving an expense entry to a new report; conflict in header information
January 4

The items listed here have been released and are now in the release notes

Issue:

  • Expense Assistant showing incorrect onboarding screen

Cases:

  • CRMC-124464: Users are able to delete receipt images at the report header from submitted reports; should not be allowed
  • CRMC-125072: Unable to select a different expense type if the selected expense type is not valid for the current policy
  • CRMC-125891: Connected list field not clearing properly – specifically the second field of a connected list, with the first field being hidden
  • CRMC-125972: Conditional field not accepting input data
  • CRMC-127299: Conditional field not shown until user saves the report and then an error displays
Released Date - 2018 Enhancement/Feature
December 13

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-124883: Attendees are not cleared when changing expense type to one without attendee field
  • CRMC-117970: Report Library Amount column not considering Personal Expenses
  • CRMC-121585: HTML tags are not supported in configurable receipts required text (configured on the policy)
  • CRMC-126468: Report totals page shows no amounts for proxy user
  • CRMC-122592: Missing required information error when saving expense, all visible required fields are filled in
  • CRMC-126511 and CRMC-127850: Values on itemization Tax form overwritten on save of edits to parent
December 8 (regular SAP
Concur monthly release)

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • NextGen UI for Cash Advances: Users who have access to cash advances and are set to use the NextGen Expense UI will see the new UI for the cash advance area under the Expense menu
November 28

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Expense Assistant: Trip-based process in Expense Assistant now available
  • Name change: Change Add to Add Expense
  • Messaging: Better generic error message

Cases:

  • CRMC-120489: UI is not displaying expense types that are only permitted for itemization while itemizing
  • CRMC-125547 / CRMC-121202 / CRMC-121350: Cannot change Country field when creating expense
  • CRMC-122822: Attendee is not defaulting to the configured choice when adding a new attendee
  • CRMC-119727: User is not prompted to change currency upon location change to different country
November 14

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Additional data for reservation source: The travel itinerary source window will show two additional pieces of data (when present):
    • Reason Code: Reason codes for violations to Travel policy
    • Comparison Fare: Comparison fare as supplied by the travel management company on an airfare booking
  • Performance Update: Improved efficiency in refreshing report information

Cases:

  • CRMC-120095: Intermittent errors when attaching a receipt image to an expense
  • CRMC-123331: Display of line-item detail from purchase card in card details
  • CRMC-124805: User able to select an attendee type that is not allowed for the expense type configuration
  • CRMC-124805: Attendee search form is not presenting correct fields per configuration
  • CRMC-123908 / CRMC-126175 / CRMC-126177: Wrong form definition is presented for itemized entry when itemization uses a different form than regular expense
October 31

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Previous/Next button: Added to expense detail page
  • Performance update: The Expense landing page loads 2 times faster

Cases:

  • CRMC-122140: Failed to save the updated Tax Posted Amount field
  • CRMC-119100: Taxes not updated when transaction amount is changed
  • CRMC-122525: Hotel itemization form does not display correctly when it has Attendees option
  • CRMC-122526: Missing required field error caused by Vendor field handling

NOTE: Oct 26 release combined with the Oct 31 release.

September 28

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Receipt images: Receipt thumbnail placeholder hidden if receipt is not required
  • Travel Diary: Used with Fringe Benefit Tax (Australia and New Zealand)
  • LaunchExternalURL: Used for custom API solutions, to provide external processing that is launched from an expense entry field
  • FetchList: Used for custom API solutions, to provide an external list lookup and selection of item
  • One-Click Expense from Travel: Copy Travel trip to Expense
  • Save and Add Another button: On the expense entry page, to easily add another expense entry
  • Online Help: End-user help for NextGen Expense
September 13

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Multiple receipts: Ability to attach the same receipt to multiple expenses within the report

Cases:

  • CRMC-120929: User not added as attendee by default when editing expense type to a different expense type with that default attendee configuration
  • CRMC-123517: "Add User as Attendee By Default" not always working for expenses created from card transactions
  • CRMC-122058: Expense is not correctly defaulting to personal when changing from business to personal expense type (default of Boolean check box)
  • CRMC-119200: Data is not cleared from some fields after creating attendee record and preparing to add another attendee
August 30

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-118367: Alert count shown directly after saving expense entry and clearing an expense entry exception is not accurately counting report-level exceptions
  • CRMC-123506: When user clicks Modify Search on attendee search results, user is not taken back to search criteria
August 22

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Conditional display fields

Cases:

  • CRMC-119525: Middle initial is not visible in Favorites list in Attendee Groups
  • CRMC-121252: Hidden first level of connected list is not correctly resolving the value to enable subsequent levels if level 1 is positioned after lower levels in the form definition
  • CRMC-120849: Delegate unable to save expenses (hidden field with special character is failing to save)
  • CRMC-119524: Attendee Groups tab hangs when trying to add additional attendees within same edit session for the expense
August 9

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-120473: Field values are not copied from previous expense entry.
  • CRMC-120546: When using a validation rule, the currency conversion is no available when selecting a foreign location.
  • CRMC-122059: After selecting a foreign currency, the user's home currency is automatically resetting.
July 25

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Customized Itemization Wizard

Cases:

  • CRMC-119040: Show value but do not enforce as "required" when field is read-only for Processor
  • CRMC-119524: Issue with the Attendee Groups tab when adding additional attendees
  • CRMC-119755: Issues when changing a hotel expense type to a different expense type
  • CRMC-120513: Report Details > Manage Travel Allowance not available for submitted report
  • CRMC-120590: Request is not linked to report when created from Expense link in Request
  • CRMC-120754: Request automatically attached to a second report; should not be
July 11

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Sponsored Guest User

Cases:

  • RMC-119281: Error in display of Report Payments link under Report Details Menu
  • CRMC-119808: Itinerary section in the Printed Report feature does not show configured field labels
  • No CRMC: Refresh Available Expenses list when user returns to Expense landing page after adding an expense from available expenses from within the report
June 12

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • eBunsho Timestamp feature: Allows clients in Japan to maintain legal compliance to use images in lieu of paper receipts, per the eBunsho regulations

Cases:

  • CRMC-118241: Users cannot change the Country field on an expense entry (optional field that can be added as part of expense location)
  • CRMC-118020: Unable to submit a report when the user preference is to review approval flow during submit and the first step is a type that does not have and assigned user (processor, Concur Audit, etc.)
  • CRMC-119276: Selecting Public Transport from list of expenses appears as Train on the expense page (expense type lookup error)
  • Validation errors:
    • CRMC-118224: Country field exceptions even if fields are populated with data
    • CRMC-118743: Error with field validation handling
  • CRMC-118767: Error handling second level of connected list because first level/not modifiable field did not resolve properly
  • CRMC-119513: No Shows feature for attendees is not enabled but tab is visible on attendee Add window
  • CRMC-118619: Reimbursement rate display issue for single rate (personal car – one rate)
  • CRMC-116460: Remove Detach from Entry button from Receipt Image tab for Mobile image (where image would need to be unlinked from Mobile)
  • CRMC-119205: Itemized expense entries are inheriting excluded attendee types from parent expense entry
  • CRMC-119526: Attendees field is required but not visible when itemizing expense entries
May 23

The items listed here have been released and are now in the release notes

Cases:

  • CRMC-118966: Airline Fee Type Code list, which is associated with the Airline Fees expense type, is empty
  • CRMC-117856: Number format not properly accepting or managing comma decimals
  • CRMC-117879: Refreshing Yodlee transactions automatically
  • CRMC-118086: Connected list not fetching any values in Allocation form
  • CRMC-118073: Inactive attendee type is visible to users when adding attendees to an expense entry
  • Exchange rate issue:
    • CRMC-118067: The exchange rate reverse is not working properly
    • CRMC-118800: Manual change of exchange rate not working
    • CRMC-119277: Exchange rate change is not reflected
  • Search list issue:
    • CRMC-118761: Search function in a list not working properly
    • CRMC-118882: Search not returning all possible results
May 16

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Attendees – Traveling/Not Traveling Status: Used for Australia and New Zealand, which require that companies pay a fringe benefits tax (FBT) on certain kinds of expenses that employees claim

Cases:

  • CRMC-117264: Printed report format issue: misalignment and missing data
  • CRMC-117682: When a user changes the expense type of a card entry from Undefined to another, it is not auto populating the fields that copy down from the header
  • CRMC-117827: Check-in, Check-Out dates missing for hotel
  • CRMC-117419: Report-level audit rule does not execute correctly
  • CRMC-119029: Default Mobile payment type overriding actual payment type
May 2

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Expense Assistant employee onboarding assistance
  • Travel Allowance (current)

Cases:

  • Unable to save attendee selected from external attendee search
  • Standard Edition: User is unable to submit report as Submit Report button is not active
  • Issue with the value of "0" in text/list fields
April 4

The items listed here have been released and are now in the release notes

Features/Enhancements:

  • Column Layout on the Expense Page: On the Details tab and the Itemizations tab of the expense page, some fields will be shorter (to fit two across), making the page more compact.
  • "Most Recently Used" for Connected Lists on Allocations: The last five user-selected options in connected lists now appear on the Add Allocation (or Edit Allocation page).
  • Payment Type on Available Expenses Tab of Add Expense and Edit Expense: The Payment Type column has been added to the Available Expenses tab of the Add Expense or Edit Expense window. This make it easier for the user to identify and manage their expenses.

Cases:

  • CRMC-111542 (Standard): When using the Airline Fees expense type, the Airline Fee Type Code list is empty.
  • CRMC-117285: Print/Share option not showing when one and only one print format is used.
  • no CRMC reference: Mileage Calculator link is not available in NextGen Expense.
March 9 Refer to the release notes
March 7

Refer to the release notes