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The Expense Management cheat sheet

  • 3 Min.

Throughout this Expense Management course, you’ll work with several core pages and configuration areas. This cheat sheet brings those key locations together, so you can quickly access them during setup or daily use.

Expense Management Setup

Use the Expense Management Setup page to manage all general settings across the Expense Management feature areas.

Expense management set up fast tabs

You can open this page by searching for Expense Management Setup in the application. From the setup page, use the FastTabs to review and configure the available options for each functional area.

Tipp

Bookmark this page to gain quick access to any changes needed to configurations over time.

Continia Expense Mobile App

The Continia Expense mobile app is a powerful tool in your kit for automating and simplifying expense management. It saves time for both employees and finance teams.

While setting up the right configuration for your business is important, it's also useful to understand how these configurations can enable your team to submit expenses everyday. The functions of the mobile app are included throughout this learning path, however, below is a go-to list you can always come back to.

Update your subscription

Once installation is complete it's possible to add or remove different modules, for example Per Diem, Mileage or Credit Card transactions.

Subscription page

Under Continia Solution Management, use the menu bar at the top to manages modules.