Activate Mileage in Expense Management 

Enable Mileage and set up general features 

Configure mileage rates for vehicles 

Submit Mileages via the Expense Mobile App

Check your knowledge

Icon_Course Get started using Expense Management

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Course introduction

Benefits

Main Features

Support, trials and installation

Set up user permissions

Use roles and cue groups

Set up document logging and archive

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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

Summary

Icon_Expense Management Expenses

Set up expenses in Expense Management

Introduction

Set up general features for expenses

Configure expense types

Submit expenses via the Expense Mobile App

Icon_Expense Management Mileage

Set up mileages in Expense Management

Icon_Expense Management Per Diem

Set up per diems in Expense Management

Set up general features for per diems

Configure per diem groups and allowances

Submit per diems via the Expense Mobile App

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Set up expense reports in Expense Management

Configure expense reports

Submit expense reports via the Expense Mobile App

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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

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

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

Set up general features for bank transactions

Payment types for credit card expenses

Set up transaction templates that are compatible with bank transactions

Link credit cards to expense users

Create expenses from credit card transactions

Create mapping rules

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Assessment: Get started using Expense Management

Get started using 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 ...

Fields	Definition
Distance Difference Allowed (%)	Defines the percentage of variance allowed between the user’s entered distance and the calculated distance from Google Maps.
Calculate Across Companies	Specifies whether mileages are calculated across all companies for users in multiple companies.
Deduct Distance Between Home and Office	Specifies whether the home-to-office commute is deducted when trips start or end at the home address.