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The Expense Management Activities on the Role Center

  • 2 min.

User Settings is a standard Business Central feature that determines what's displayed on the Role Center page depending on a user's profile as well as other settings. Profiles are assigned to users on the User Settings page.

When Expense Management is installed, two new profiles are created:

  • Continia Expense Management
  • Continia Expense Management limited

For these two profiles and the following existing profiles include the Expense Management Activities section on their Role Center:

  • Accountant
  • Business Manager
  • Business Manager Evaluation

The Expense Management Activities section includes various Cues related to the management of general expenses, expense reports, bank transactions, mileage expenses, and per diems, while the action tiles perform different tasks and operations when selected.


Business Manager Role Center
Role Center_Business Manager_EM activities

Continia Expense Management Role Center
Role Center_Continia Expense Management

Users can change their own profiles, if they have the necessary permissions. To change the profile, select the settings icon > My Settings, and change your role.

Note

Users who only submit expenses will not be using Business Central but a separate smartphone app or web page (Continia Expense Mobile App; Continia Expense Portal), meaning you only have to consider users who manage and approve expenses, such as accountants and managers.