• 20.10.2026
  • 3 Minuten Lesedauer

Using expense reports in the Expense Portal

Keep track of your business expenses with an efficient expense report management tool that's intuitive to use and creates a more efficient workflow. Available online in Business Central and via the Continia Expense Portal

Features include: cash advance to report cash withdrawals, the option to pre-approve expense reports, comments visibility for every document included in a report all in one overview, and the option to open an expense in the expense report and view it in granular detail (rather than list view) on the Expense Document card.

Get started by learning how to create and submit new expense reports, add existing entries to reports, and utilize key features such as improved comment visibility and warning notifications.

Creating and submitting expense reports in the Continia Expense Portal

For a smoother, more streamlined experience, use the Expense Portal to create and submit expense reports. The expense reports are transferred through Continia Online to Business Central after synchronization. Typically, the Expense Portal is set to automatically synchronize with Continia Online using job queues.

To create and submit an expense report using the Expense Portal:

  1. On the action bar at the top, click Expense Report.
  2. In the upper-left corner, click New to open the Expense Report page.
  3. In the Description field, enter a title for the report.
  4. On the action bar, click to add a New Expense, a New Mileage, or a New Per Diem. To add a document you've already prepared:
    • Click Add Existing Documents.
    • On the Select documents page, choose the document you want to add.
    • In the bottom-right corner, click Save and continue.
  5. For each of the expenses/mileages/per diems you add, fill in all necessary fields, then click Save in the upper-left corner.
  6. On the Expense Report page, you can:
    • Save the report to edit later – for example, if you want to add more expenses/mileages/per diems to the report before submitting it – on the action bar, click Save.
    • Delete the report – on the action bar, click Delete.
    • Submit the report for approval – on the action bar, click Submit.

Your report is now either saved, deleted, or submitted, depending on your preferences.