Submit expenses via the Continia Expense Mobile App

With the Continia Expense Mobile App on your smartphone, you can perform all parts of the expense claim process, including:

• Taking photos of receipts and invoices
• Attaching PDF receipts and invoices files from email or other mobile apps
• Entering the relevant information and submitting expense claims
• Saving templates for commonly used expense claims
• Reviewing the progress and history of expense claims

The Expense Mobile App is available on:

• Google Play: https://play.google.com/store/apps/details?id=continiaexpensemanagement2.droid

• App Store: https://apps.apple.com/us/app/continia-expense-app/id1462728480#?platform=iphone

You can also use the web-based Continia Expense Portal to submit expense claims. The Expense Portal has most of the same functionality as the Expense Mobile App, and your content is automatically synchronised between the two platforms. So it's possible, for example, to:

• Take photos of receipts using the web-based Expense Mobile App, then complete your submission details on the Expense Portal.
• Begin entering the details of an expense submission on the web-based Expense Portal, and then switch to the Expense Mobile App to attach an images of a receipt.

Sign into the Expense Mobile App

To use the Expense Mobile App, you'll first have to sign in.

Your Expense Management administrator sets up the login method as one of the following:

• Use your Microsoft 365 credentials by selecting the Microsoft 365 logo at the bottom of the login page.
• Use the email and password you chose when you activated your Continia Expense Management user account through the welcome email.

Add an expense

Once you have signed in, you create a new expense by selecting New Expense.

The recommended method to create a new expense is to start with an image of the receipt or invoice. The AI receipt scanner will recognize many details to add directly to the expense, saving the user time and reducing manual errors. Details that are captured include:

• Amount
• Currency
• Document date
• Merchant
• VAT or GST amount

The receipt scanner also links to an auto-fill feature to save users time when the same details are recognized across multiple expenses. Payment cards recognized from receipts can auto-fill the Payment Type field, and merchants recognized from receipts can auto-fill the Expense Type field.

The user can still edit any information added by the AI receipt scanner or auto-fill function, and enter information any other available fields. When all other necessary information has been entered, swipe the Submit slider.

To return to an expense that has not been submitted, select Open from the home page of the app.

This video demonstrates how the autofill feature can improve the speed and accuracy of submitting expenses.

Saving receipt images and PDF files

With the Expense Mobile App, users can save receipts for adding later to an expense. The quickest method at the time of purchase is the shortcut function on the mobile app. Hold down the app icon to take a picture of your receipt on your mobile phone.

Alternatively, if you already have the Expense Mobile App open, select Create to capture an image of a receipt.

You can also import PDF files from other mobile apps, directly into the Expense Mobile App using the share to option.

Receipt images and PDFs will be immediately scanned and saved in your open receipt list in the Expense Mobile App. These saved receipts are available for selection as an attachment to a new or open expense at a later time convenient to the user.

Any receipt image added to the Expense Mobile App is also available in the Expense Portal after synchronization. The opposite is also possible: Synchronization will also make images uploaded to the Expense Portal available on the Mobile App.

Submit expenses with related emission data

For some expense types related to environmental accounting, extra fields will also be available and could be populated with data recognized from receipts. There are many fields for environmental accounting, such as:

• Flight mileage and flight class
• Kilowatts of electricity
• Hotel country and number of nights
• Liters of petrol

This video shows how environmental accounting data is added by the receipt scanner.

To learn more about the Continia Sustainability solution, visit the learning path Get Started using Continia Sustainability.