Selected Setup and User Guides
Wondering what Continia Expense Management is all about? The tables below provide a selection of useful links to setup and user guides that show you how to carry out various business processes, including installation and configuration. Simply go to the relevant table(s) and select the entries that apply to your situation.
Installation and configuration
| To | See |
|---|---|
| Understand the architecture behind Expense Management | Guide |
| Configure basic Expense Management settings | Guide |
| Learn how to set up expense types | Guide |
| Set up field types | Guide |
| Configure Expense Management for mileage registration | Guide |
| Configure Expense Management for per diem registration | Guide |
| Configure email settings | Guide |
| Set up users and approvers | Guide |
Credit card transactions
Expense mobile app and portal
| To | See |
|---|---|
| Create and submit expenses from the Continia Expense App | Guide |
| Create and submit mileages from the Expense App | Guide |
| Create and submit per diems from the Expense App | Guide |
| Create and submit expense reports from the Expense App | Guide |
| Create and submit expenses from the Continia Expense Portal | Guide |
| Create and submit mileages from the Expense Portal | Guide |
| Create and submit per diems from the Expense Portal | Guide |
| Create and submit expense reports from the Expense Portal | Guide |
Document approval
| To | See |
|---|---|
| Learn about working with documents for approval | Guide |