The expense management cheat sheet

Throughout the 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.

Setup page for each module.

Search for and use our dedicated pages for each module.

• Setup (Continia Expense Management)
• Expense Report Setup (Continia Expense Management)
• Mileage Setup (Continia Expense Management)
• Expense Setup (Continia Expense Management)
• Per Diem Setup (Continia Expense Management)

These pages will be your starting point to setting up Expense Management but also for making any changes to the set up with easy navigation.

From each setup page, use the FastTabs to review and configure the available options for each functional area. These will be covered more extensivly throughout the learning path.

Continia Expense Mobile App

The Continia Expense mobile app is a powerful tool in your kit for automating and simplifying expense management with the ability to use AI. 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 thought this learning path, however, below is go to list you can always come back to.

• Introduction to the Expense Mobile App

• Submit Expenses via the Mobile App

• Learning path for expenses users

Update your subscription

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

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