Changelog for Expense Management Docs

This article lists all relevant changes to Docs for Continia Expense Management, covering both new and updated articles.

Note

You can find the detailed changelogs for the Expense Management application itself by following this link.

March 2022

ArticleDescription
Accessing the Source CodeAdded an article describing how to access the Expense Management source code via the product package.
Setting Up Payment TypesAdded an article describing how to set up payment types and how to assign payment types to users.
Setting Up FieldsAdded an article describing how to set up fields and working with field types.
New and Planned for Expense ManagementUpdated General availability on-premises on the Expense Management road map and moved features to the new article March 2021 and March 2022 with this previous road map.
Event Publishers for Expense Management 2022 R1 (9.00)Added an article with events in Expense Management 2022 R1 (9.00).
Comparison of Features in Different Versions of Expense ManagementAdded an article with an overview of features in Expense Management by version.
Business FunctionalityArticle updated with new features in Expense Management 2022 R1.
Upgrading to Expense Management 2022 R1 (9.00) for FOB versionsAdded a new article with information about how to upgrade to Expense Management 2022 R1.

February 2022

ArticleDescription
Approval sharing (business functionality)New article describing the two types of approval sharing.
Approval sharing (setting up)New article describing how to enable approval sharing, including Out of Office for approvers.

January 2022

ArticleDescription
Setting up espense typesArticle updated with new content and structure as well as info on how to make changes take effect when customizing settings for expense types.
Enabling the Web Approval Portal for Expense Management, on-premisesNew article describing how to enable the Web Approval Portal for Business Central, on-premises.
Customizing the Web Approval PortalNew article detailing how to customize the Web Approval Portal.
Per diem trips across different countries with different ratesAdded an article describing how to set up different per diem rates for different countries, making it easy to create per diem trips across different countries with different rates.
Licenses and modules for Expense ManagementNew article describing what Continia solution modules are and how to acquire them.
Enabling the Web Approval PortalNew article on how to enable the Web Approval Portal if you have an online installation of Microsoft Dynamics 365 Business Central.
Approving documentsUpdated article on how to edit approved documents.
Configuring users for the Web Approval PortalNew article on configuring users for the Web Approval Portal.
Setting up the 60-Day RuleUpdated article for consistency and content.

December 2021

ArticleDescription
Expense App NotificationsAdded an article about how Expense App notifications work and how to enable or disable them.
Setting up Transaction TemplatesAdded an article describing how to set up automatic approval sharing, including Out of Office for approvers.
Setting up Mileage to Deduct Distance between Home and OfficeUpdated an article describing how to deduct the distance between home and office when setting up mileages.
Importing Transactions with Custom TemplatesReworked an article describing how to import transaction using custom templates.
The Business Vendor FeatureAdded an article describing how to add a business vendor for posting.
Changelog for Expense Management DocsA changelog has been added to Continia Docs, providing an overview of new and updated Docs articles.