Expense user group setup for Expense Management
You can use expense user groups as an easy method to assign identical settings to a number of expense users instead of having to define these settings for each individual expense user.
After you've created an expense user group, you can then assign users to it, either when setting up new Continia users or by editing existing Continia users.
Setting up expense user groups
To create an expense user group for Expense Management, follow these steps:
- Search () for and select Expense User Groups (Continia Expense Management).
- On the action bar, click + New to open the Expense User Group Card.
- Fill in the fields according to your requirements
| Field | Description |
|---|---|
| Code | Enter the name of the group. |
| Description | Enter a description of the group (for example internal or external group). |
| Vehicle Code | For example, private car or company car. |
| Per Diem Group Code | For example, default. |
| Expense reimbursement | Choose from: Internal (on User), External Payroll System, Both |
| Mileage Reimbursement | Choose from: Internal (on User), External Payroll System, Both |
| Per Diem Reimbursement | Choose from: Internal (on User), External Payroll System, Both |
Related information
Setting up the Continia users default setup
Expense user setup for Expense Management
Approver setup for Expense Management