Icon_Course Get started using Expense Management

Get started using Expense Management

  • 3 h. 44 min.
  • Learning Path
  • 10 Modules
  • Expense Management

Are you interested in Expense Management but don't know where to start? This learning path takes you through all the basics in Expense Management, teaching you how to install, setup, and use the solution in a fast and simple way.

Prerequisites

To benefit the most from this learning path, you'll need a basic understanding of how to use Microsoft Dynamics 365 Business Central.

You don't need to install any Continia solutions on your device to go through the modules in this learning path. Everything you need is there. However, if you'd like to follow along on your own device as you progress through the modules, you'll need to install Expense Management, for which PartnerZone user ID and password are required.

Start

Modules in this learning path

Icon_Course introduction

Course introduction

  • 14 min.
  • Module
  • 5 Units
  • Expense Management

This course begins with a brief look at the benefits, main features and available support resources for Expense Management.

Icon_Expense Management User Setup

Set up users in Expense Management

  • 18 min.
  • Module
  • 8 Units
  • Expense Management

Learn how to set up users in Expense Management and how to invite expense users to the browser-based Expense Portal or smartphone-based Expense App, which they will use to submit expenses.

Icon_Expense Management Expenses

Set up expenses in Expense Management

  • 25 min.
  • Module
  • 6 Units
  • Expense Management

Do the employees in your company have expenses for reimbursement? In this module, you will learn how to set up expenses in Expense Management and how expense users can submit them through the Expense Portal or the Expense App.

Icon_Expense Management Mileage

Set up mileages in Expense Management

  • 20 min.
  • Module
  • 6 Units
  • Expense Management

Are your employees using their private cars in business errands for which they should be reimbursed? The Mileage module in Expense Management makes it seamless for your employees to submit mileages. Users simply enter a From address and a To address in the Mobile App, and then Expense Management handles the rest.

Icon_Expense Management Per Diem

Set up per diems in Expense Management

  • 23 min.
  • Module
  • 6 Units
  • Expense Management

Do your employees go on business trips and need to be compensated a fixed amount for each day they're away? The Per Diem module in Expense Management lets you effortlessly manage per diems and set up reimbursement rates for different cost categories.

Icon_Expense Management Expense Report

Set up expense reports in Expense Management

  • 12 min.
  • Module
  • 5 Units
  • Expense Management

An expense report is a collection of several expenses, mileages or per diems bundled together into one submission. Learn how to set up and use the expense report feature in Expense Management.

Icon_Expense Management approval

Build an approval flow in Expense Management

  • 38 min.
  • Module
  • 7 Units
  • 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 how to assign different privileges to different users and how to manage approval sharing.

Icon_Expense Management administration

Manage daily administration tasks in Expense Management

  • 38 min.
  • Module
  • 9 Units
  • Expense Management

This module introduces the administration features in Expense Management and takes you through some examples as seen from the point of view of an accountant or admin.

Icon_Expense Management Credit Card

Import credit card transactions directly into Expense Management

  • 34 min.
  • Module
  • 10 Units
  • Expense Management

Do your employees have a company credit card? And are you tired of manually typing them into Business Central from the account statement? Expense Management can solve that for you by connecting to your bank and automatically import all credit card transactions on a daily basis.

Icon_Assessment exam quiz final

Assessment: Get started using Expense Management

  • 8 min.
  • Expense Management

Get your Expense Management certificate!