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

ToSee
Understand the architecture behind Expense ManagementGuide
Configure basic Expense Management settingsGuide
Learn how to set up expense typesGuide
Set up field typesGuide
Configure Expense Management for mileage registrationGuide
Configure Expense Management for per diem registrationGuide
Configure email settingsGuide
Set up users and approversGuide

Credit card transactions

ToSee
Activate a bank agreementGuide
Match credit card transactions to expensesGuide

Expense mobile app and portal

ToSee
Create and submit expenses from the Continia Expense AppGuide
Create and submit mileages from the Expense AppGuide
Create and submit per diems from the Expense AppGuide
Create and submit settlements from the Expense AppGuide
Create and submit expenses from the Continia Expense PortalGuide
Create and submit mileages from the Expense PortalGuide
Create and submit per diems from the Expense PortalGuide
Create and submit settlements from the Expense PortalGuide

Document approval

ToSee
Learn about working with documents for approvalGuide

See also

Business Functionality