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.
April 2024
| Article | Description |
|---|---|
| Setting up Data Maintenance | Added an article explaining how to set up data maintenance so that GDPR data are deleted automatically in accordance with certain criteria. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature was released in April 2024:
|
| Splitting Expenses for GST-Exempt Parts (AU) | Added a new article detailing how to set up the Australian localization of Expense Management so that expenses automatically are allocated to different lines based on the GST posting setup tax percentage. |
March 2024
| Article | Description |
|---|---|
| Detailed Changelog for Continia Expense Management 2024 R1 | Added a changelog for Expense Management 2024 R1 (v24) and updated a number of other articles with information related to this release:
|
| Automatic Creation of Digital Vouchers | Added an article explaining how to set up automatic creation of digital vouchers. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature was added for release in October 2024:
|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature was added for release in April 2024:
|
| Automatically Split and Allocate Using Amount Distribution | Added an article explaining how to use distribution codes to split and allocate amounts. |
February 2024
| Article | Description |
|---|---|
| Software Lifecycle Policy and Continia Expense Management On-Premises | Added a footnote about supported versions of Expense Management to the compatibility matrix. |
| Continia Expense App Notifications | Updated the article with a table outlining in which situations expenser users receive a notification. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature was added for release in April 2024:
|
January 2024
| Article | Description |
|---|---|
| Country/Regional Availability and Supported Languages | Added Greece to the list of countries in which Expense Management is available. |
| Submitting Expenses | Added a paragraph to this article about the Receipts List in the Continia Expense App. The same paragraph was also added to Submitting Mileage Expenses and Submitting Per Diem Expenses |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in April 2024:
|
December 2023
| Article | Description |
|---|---|
| Creating Expenses From Credit Card Transactions | Added an article that explains how to set it up so that expenses are created either automatically or manually from imported credit card transactions. |
| Setting up Payment Types | Updated this article with additional information on fields. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features planned for release in April 2024 were released in December 2023:
|
November 2023
| Article | Description |
|---|---|
| Setting up the 60-Day Rule | Updated this article to reflect the setup changes introduced in Expense Management 2023 R2 (12.00). |
| Approver Setup for Expense Management | Updated this article with information on permissions. |
| Setting up Approval Sharing | Updated this article to reflect the setup changes introduced in Expense Management 2023 R2 (12.00). |
| Color Codes in the Expense Mobile App History | Added a new article about color codes in the Expense Mobile App history. |
| Setting up Payment Types | Updated this article to reflect the changes introduced in Expense Management 2023 R2 (12.00). Additional information on fields was also added. |
| Country/Regional Availability and Supported Languages for FOB | Updated this article with additional information on the CA on-premises app. |
| Migrating Expense Management from Business Central On-Premises to Cloud | Article completely rewritten, and lots of new information added. |
| Frequently Asked Questions | Added a new entry to the FAQ section: |
| Frequently Asked Questions | Added a new entry to the FAQ section: |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in April 2024:
|
| Frequently Asked Questions | Added a new entry to the FAQ section: |
October 2023
| Article | Description |
|---|---|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in October 2023:
|
| Secure Archive | Added an article that details what the Secure Archive is what features it possesses. |
| Setting up the Secure Archive | Added an article that explains how to set up the Secure Archive for Expense Management. |
| Continia Hub | Added an article explaining the nature of Continia Hub and how to use it. |
| Overview of Frequently Asked Questions | Added a FAQ section to Expense Management Docs. Here you can find answers to the most frequent questions received by the Expense Management support. New questions and answers will be added on an ongoing basis. |
September 2023
| Article | Description |
|---|---|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in October 2023:
|
| Detailed Changelog for Continia Expense Management 2023 R2 | Added a changelog for Expense Management 2023 R2 (v12) and updated a number of other articles with information related to this release:
|
| Setting up VAT/Sales Tax Input from Expense Users | Added a new article on how to allow expense users to enter VAT/sales input in the Mobile Expense App by setting it up in Business Central. |
July 2023
| Article | Description |
|---|---|
| Scope of support services | Added an article that details exactly what types of support Continia does and doesn't provide. |
| Enabling multiple accommodations per diem | New article that explains how to enable multiple accommodation types on a per diem. |
| Handling Fees | New article that describes how to distinguish between regular expenses and fees. |
| Requesting Events and External Functions | Added an article describing how to request external functionality and new events that are currently missing. |
| Using jobs and job tasks | Added an article about how to assign expenses to specific jobs and tasks. |
| Posting expenses, Posting Mileage Expenses, Posting Per Diem Expenses | Added a section about exporting expense attachments. |
June 2023
| Article | Description |
|---|---|
| Using your Microsoft 365 account to sign in | Added an article about signing in to the Continia Expense Portal and the Continia Expense App using their Azure Active Directory (AD) credentials. |
April 2023
| Article | Description |
|---|---|
| Setting Up Payment Types | Updated this article and added a section about how to assign payment types to expense user groups. |
| Mileage VAT calculation | Added an article on how to set up mileage VAT calculation for the fuel element of a mileage claim in the UK market. |
March 2023
| Article | Description |
|---|---|
| Minimum Requirements for Using Continia Document Capture On-Premises | Under Firewall requirements, added the addresses that you must allow outgoing traffic to in order to use the Continia Notifications module. |
| Detailed Changelog for Continia Expense Management 2023 R1 | Added a changelog for Expense Management 2023 R1 (v11) and updated a number of other articles with information related to this release:
|
| Continia Notifications | Added an article on Continia Notifications and how to view or unsubscribe from them. |
| Overview of the Continia File Service | Added a new section about the Continia File Service, including the following articles: |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in April 2023:
|
| Supported On-Premises Versions of NAV and Business Central | Updated the article with a compatibility matrix. |
| Setting up Job Queues | Added a new Codeunit and a description of it to the article. |
February 2023
| Article | Description |
|---|---|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in April 2023:
|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature has been postponed to the 2023 R2 release:
|
| Setting up Per Diem Groups | Revised the article and updated it with a section about allowances. |
November 2022
| Article | Description |
|---|---|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature has been released in November 2022:
|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following features were added for release in April 2023:
|
October 2022
| Article | Description |
|---|---|
| Detailed Changelog for Continia Expense Management 2022 R2 | Added a changelog for Expense Management 2022 R2 (v10) and updated a number of other articles with information related to this release:
|
| Setting up Approval Sharing | Updated the article with a section about creating a user and using it as a group to manage certain situations. |
| Images in the Expense Mobile App | Added an article describing how to open the camera in the Expense Mobile App and how to view all saved images. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect that the following feature was released in October 2022:
|
September 2022
| Article | Description |
|---|---|
| EM Bank Account Reconciliation | Added an article on how to use the EM Bank Account Reconciliation feature, including automatic and manual matching. |
| Enabling Taxable Rates for Per Diem | Added an article on how to enable taxable rates for per diem. |
| Enabling Multiple Destinations for Per Diem | Added an article on how to enable multiple destination for per diem. |
| Enabling or Disabling Allowances for Per Diem | Added an article on how to enable or disable allowances for per diem. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect the fact that the following feature has been added for release in October 2022:
|
| Saved Images Improvements | Added a business value article on saved images improvements in the Expense App and the Expense Portal. |
| Change in product name | '365' has been removed from the Expense Management product name. Documentation, app name, and other related materials have been updated accordingly. |
| Creating Tax Reports | Added an article on how to create tax reports for validatiting expenses with the tx authorities. |
August 2022
| Article | Description |
|---|---|
| Customizing your Storage | Added an article on how to customize your storage. |
| Enabling Taxable Rates for Mileage | Added an article on how to enable taxable rates for mileage. |
July 2022
| Article | Description |
|---|---|
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect the fact that the following feature has been postponed:
|
| Installing Business Central On-Premises Upgrades | Added an article describing how to upgrade Microsoft Dynamics 365 Business Central on-premises while not upgrading your installation of Continia Expense Management. |
| Event Publishers for Expense Management 2022 R1 (9.00) | Updated the article with new events. |
| Event Publishers for Expense Management 2022 R1 (8.00) | Updated the article with new events. |
| New and Planned for Continia Expense Management | Updated the Expense Management road map to reflect the fact that the following feature has been postponed:
|
March 2022
| Article | Description |
|---|---|
| Accessing the Source Code | Added an article describing how to access the Expense Management source code via the product package. |
| Setting Up Payment Types | Added an article describing how to set up payment types and how to assign payment types to users. |
| Setting Up Fields | Added an article describing how to set up fields and begin working with field types. |
| New and Planned for Expense Management | Updated 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 Management | Added an article with an overview of features in Expense Management by version. |
| Business Functionality | Article updated with new features in Expense Management 2022 R1. |
| Upgrading to Expense Management 2022 R1 (9.00) for FOB versions | Added a new article with information about how to upgrade to Expense Management 2022 R1. |
February 2022
| Article | Description |
|---|---|
| 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
| Article | Description |
|---|---|
| Setting up expense types | Article 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-premises | New article describing how to enable the Web Approval Portal for Business Central, on-premises. |
| Customizing the Web Approval Portal | New article detailing how to customize the Web Approval Portal. |
| Per diem trips across different countries with different rates | Added 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 Management | New article describing what Continia solution modules are and how to acquire them. |
| Enabling the Web Approval Portal | New article on how to enable the Web Approval Portal if you have an online installation of Microsoft Dynamics 365 Business Central. |
| Approving documents | Updated article on how to edit approved documents. |
| Configuring users for the Web Approval Portal | New article on configuring users for the Web Approval Portal. |
| Setting up the 60-Day Rule | Updated article for consistency and content. |
December 2021
| Article | Description |
|---|---|
| Expense App Notifications | Added an article about how Expense App notifications work and how to enable or disable them. |
| Setting up Transaction Templates | Added 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 Office | Updated an article describing how to deduct the distance between home and office when setting up mileages. |
| Importing Transactions with Custom Templates | Reworked an article describing how to import transaction using custom templates. |
| The Business Vendor Feature | Added an article describing how to add a business vendor for posting. |
| Changelog for Expense Management Docs | A changelog has been added to Continia Docs, providing an overview of new and updated Docs articles. |