Get started using Expense Management
- 3 h. 33 min.
- Learning Path
- 11 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.
Modules in this learning path
Course introduction
- 16 min.
- Module
- 6 Units
- Expense Management
This course begins with a brief look at the benefits, main features and available support resources for Expense Management.
Set up users in Expense Management
- 23 min.
- Module
- 7 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.
Set up expenses in Expense Management
- 19 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.
Set up mileages in Expense Management
- 16 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.
Set up per diems in Expense Management
- 19 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.
Set up expense reports in Expense Management
- 10 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.
Build an approval flow in Expense Management
- 24 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.
Purchase Contracts for Expense Management
- 22 min.
- Module
- 8 Units
- Expense Management
When you regularly process recurring expenses for the same services or products and for the same amounts, it's time to consider streamlining the process. With the purchase contracts module, you can automate the approval and posting of these recurring expenses, and set up a review process to reduce unneeded subscription renewals.
Manage daily administration tasks in Expense Management
- 30 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.
Import credit card transactions directly into Expense Management
- 32 min.
- Module
- 10 Units
- Expense Management
Do your expense users have company credit cards? Manually entering transactions into Business Central from the account statements can take a lot of time and introduce of possibility of errors. Expense Management can import credit card transactions automatically on a daily basis, cutting out wasted time and reducing errors.