Benefits

Main Features

Support, trials and installation

Set up user permissions

Use roles and cue groups

Set up document logging and archive

Icon_Course Get started using Expense Management

Icon_Course introduction

Course introduction

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

Check your knowledge

What's next?

Icon_Expense Management Expenses

Set up expenses in Expense Management

Set up general features for expenses

Configure expense types

Continia expense mobile app introduction

Submit expenses via the Expense Mobile App

Icon_Expense Management Mileage

Set up mileages in Expense Management

Activate Mileage in Expense Management 

Enable Mileage and set up general features 

Configure mileage rates for vehicles 

Submit Mileages via the Expense Mobile App

Icon_Expense Management Per Diem

Set up per diems in Expense Management

Activate and set up general features 

Configure per diem groups and allowances

Submit per diems via the Expense Mobile App

What's next? 

Icon_Expense Management Expense Report

Set up expense reports in Expense Management

Configure expense reports

Submit expense reports via the Expense Mobile App

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

Automatically identify and approve recurring expenses

Purchase contracts overview 

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

Introduction

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

Activate and set up credit card transactions 

Import credit card transactions into Expense Management

Set up and configure payment types for credit card expenses

Set up transaction templates for manual import of bank transactions

Create mapping rules 

Create expenses from credit card transactions

Assessment icon_cogwheel in head

Assessment: Get started using Expense Management

Get started using Expense Management

Does your business and team have multiple users with different functions and daily tasks for managing expenses?

Learn how to set up users in Expense Management and apply functions and permissions to ...

Benefits

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