Upgrading to Continia Expense Management 2022 R2 (10.00) for FOB versions

This article describes how to upgrade Expense Management for FOB versions of Microsoft Dynamics 365 Business Central. For information on how to upgrade Expense Management for app versions of Business Central, see Upgrading Continia Expense Management for app versions of Business Central.

When you upgrade your old version of Expense Management (EM) to a later one, the upgrade process depends on what version you're upgrading from and what version of Microsoft Dynamics NAV/Business Central you have. It may not be possible to upgrade directly, and you might also have to update your version of NAV/Business Central to ensure compatibility. Learn how to upgrade your old version of NAV/Business Central and ensure compatibility with Expense Management, see Upgrading NAV/Business Central with Expense Management installed.

The table in the following section helps you to determine exactly which tasks you must carry out for your setup, so you can upgrade your old version of Expense Management to Expense Management 2022 R2 (10.00).

Upgrade to Expense Management 2022 R2 (10.00)

Expense Management 2022 R2 (10.00) is available from Business Central April 2019 (v14, FOB-based) and later. This means that any client installations running versions prior to that version cannot upgrade to 10.00. Instead you must upgrade them to version 8.00 as this version is supported with service packs beyond the normal product life cycle (2 years).

ScenarioTasks
Full upgrade from one of the following versions:
  • Expense Management 1.03
  • Expense Management 2.00
  • Expense Management 2.50
From these versions, you must do as follows to upgrade:
  1. Do one of the following, depending on whether or not you use Expense Management on its own:
    • When using both Expense Management and Continia Document Capture, upgrade to Expense Management 2.60 first using this guide.
    • When using only Expense Management, upgrade to Expense Management 2.60 first using this guide.
  2. From Expense Management 2.60, upgrade to Expense Management 7.00 using the approach described further below in the table under "Expense Management 2.60".
Full upgrade from the following versions:
  • Expense Management 2.60
  • Expense Management 3.00
  • Expense Management 3.50
  • Expense Management 4.00
  • Expense Management 6.50
From these versions, you must do as follows to upgrade:
  1. Upgrade directly to EM8.00 using this guide.
  2. From Expense Management 8.00, upgrade to Expense Management 10.00 using the approach described further below in the table under "Expense Management 8.00".
Full upgrade from the following version:
  • Expense Management 7.00
From this version, you must do as follows to upgrade:
  1. Upgrade directly to EM8.00 using this guide.
  2. From Expense Management 8.00, upgrade to Expense Management 10.00 using the approach described further below in the table under "Expense Management 8.00".
.
Full upgrade from the following versions:
  • Expense Management 8.00
  • Expense Management 9.00
From these versions, you can upgrade directly to EM10.00 using this guide.

Supported upgrade paths for Continia Expense Management (FOB)
Upgrading NAV/Business Central with Expense Management installed