Introduction

Set up general features for expense reports

Submit expense reports via the Expense Mobile App

Check your knowledge

Summary

Icon_Course Get started using Expense Management

Icon_Course introduction

Course introduction

Benefits

Main Features

Support, Testversionen und Installation

Set up user permissions

Use roles and cue groups

Set up document logging and archive

Icon_Expense Management User  Setup

Set up users in Expense Management

User functions in Expense Management

Set up expense admin and approval functions

Set up expense user groups

Set up expense users

Delegate expense user tasks

Icon_Expense Management Expenses

Set up expenses in Expense Management

Set up general features for expenses

Configure expense types

Submit expenses via the Expense Mobile App

Icon_Expense Management Mileage

Set up mileages in Expense Management

Set up general features for mileages

Configure mileage rates for vehicles

Submit mileages via the Expense Mobile App

Icon_Expense Management Per Diem

Set up per diems in Expense Management

Set up general features for per diems

Configure per diem groups and allowances

Submit per diems via the Expense Mobile App

Icon_Expense Management Expense Report

Set up expense reports in Expense Management

Icon_Expense Management approval

Build an approval flow in Expense Management

Set up approval users

Approve documents in Business Central

Approve documents in the Continia Web Approval Portal

Set up approval sharing for users

Purchase Contracts icon

Purchase Contracts for Expense Management

Start a purchase contract

Configure purchase contracts

First review of a new purchase contract

Link and automatically approve expenses

Subsequent reviews of purchase contracts

Check Your Knowledge

Icon_Expense Management administration

Manage daily administration tasks in Expense Management

Manage and edit the regular approval flow

Post approved submissions

Send reminder emails to your employees

Automate recurring tasks with job queues

Reimburse expense users

Configure fields in the Expense Mobile App

Icon_Expense Management Credit Card

Import credit card transactions directly into Expense Management

Set up general features for bank transactions

Payment types for credit card expenses

Set up transaction templates that are compatible with bank transactions

Link credit cards to expense users

Create expenses from credit card transactions

Create mapping rules

Assessment icon_cogwheel in head

Prüfung: Erste Schritte mit Expense Management

Get started using Expense Management

Do you want to make sure that submitted documents have been properly approved before they're posted? Learn how to set up and streamline approval flows and how to manage approvals. You'll also learn ...


Expense Report	Specifies if expense reports are disabled, optional, or mandatory. When disabled, some functionality will be hidden, and expense reports can't be created. When set to mandatory, all expenses, mileages, and per diems must be attached to an expense report.
Enable Departure and Return Date/Time	Specifies whether the Departure and Return Date/Time fields should be shown on an expense report. If you enable this setting and then synchornize with Continia Online, two new related fields will become available on the Expense Mobile App and web-based Expense Portal. If users submit an expense for an expense report outside of this date range, a comment will be added to the relevant expense line for admins.
Expense Report Pre-approval	Specifies options for how preapproval for expense reports should be handled. If the field is set to optional or mandatory, a new feature where expense users can get a specified amount preapproved, even before adding expenses, mileages, and per diems, is enabled.

Set up general features for expense reports

Adding additional field codes

Video