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.

May 2024

ArticleDescription
Data CentersAdded an article describing Continia's two data centers, with one in Europe and the other in Australia. Depending on a number of factors, your may have the option to store your Expense management data in one of these centers.
The 3-months rule for per diem expenses in GermanyAdded an article describing how to enable the 3-months rule for per diem expenses in connection with travels to the same location for more than three months.
Migrating Expense Management from Business Central On-Premises to CloudUpdated this article with information on how to migrate following the release of Expense Management 24.1.

April 2024

ArticleDescription
Setting up Data MaintenanceAdded 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 ManagementUpdated the Expense Management road map to reflect that the following feature was released in April 2024:
  • Data Maintenance Using a Job Queue for Continia Expense Management Tables
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

ArticleDescription
Detailed Changelog for Continia Expense Management 2024 R1Added 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 VouchersAdded an article explaining how to set up automatic creation of digital vouchers.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature was added for release in October 2024:
  • Optimized Export of Users – Part 2
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature was added for release in April 2024:
  • Deletion, GDPR, and the Secure Archive
Automatically Split and Allocate Using Amount DistributionAdded an article explaining how to use distribution codes to split and allocate amounts.

February 2024

ArticleDescription
Software Lifecycle Policy and Continia Expense Management On-PremisesAdded a footnote about supported versions of Expense Management to the compatibility matrix.
Continia Expense App NotificationsUpdated the article with a table outlining in which situations expenser users receive a notification.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature was added for release in April 2024:
  • Automatic creation of digital vouchers

January 2024

ArticleDescription
Country/Regional Availability and Supported LanguagesAdded Greece to the list of countries in which Expense Management is available.
Submitting ExpensesAdded 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 ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2024:
  • Support for OData V4 for the Continia Web Approval Portal
  • Optimized Export of Users
  • Figures indicating the number of documents for approval per type in the Web Approval Portal
  • Easier migration from on-premises to online for older versions
  • Changed user ID visibility for document log entries
  • AI Receipt Scanner Improvements

December 2023

ArticleDescription
Creating Expenses From Credit Card TransactionsAdded 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 TypesUpdated this article with additional information on fields.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features planned for release in April 2024 were released in December 2023:
  • Support for GST/GST free in Australia
  • Support for Automatic Allocation Using Distribution Codes
  • Support for the German 3-months rule

November 2023

ArticleDescription
Setting up the 60-Day RuleUpdated this article to reflect the setup changes introduced in Expense Management 2023 R2 (12.00).
Approver Setup for Expense ManagementUpdated this article with information on permissions.
Setting up Approval SharingUpdated this article to reflect the setup changes introduced in Expense Management 2023 R2 (12.00).
Color Codes in the Expense Mobile App HistoryAdded a new article about color codes in the Expense Mobile App history.
Setting up Payment TypesUpdated 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 FOBUpdated this article with additional information on the CA on-premises app.
Migrating Expense Management from Business Central On-Premises to CloudArticle completely rewritten, and lots of new information added.
Frequently Asked QuestionsAdded a new entry to the FAQ section:
  • Can I restrict which field values expense users can select in the Mobile Expense App?
  • Frequently Asked QuestionsAdded a new entry to the FAQ section:
  • Can I use a vendor as balancing account type on bank transactions?
  • New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2024:
    • Support for GST/GST Free in Australia
    • Support for distribution codes to support German 70/30 allocation
    Frequently Asked QuestionsAdded a new entry to the FAQ section:
  • Why is the Attendees field not working properly?
  • October 2023

    ArticleDescription
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in October 2023:
    • Continia Hub
    • Secure Archive
    Secure ArchiveAdded an article that details what the Secure Archive is what features it possesses.
    Setting up the Secure ArchiveAdded an article that explains how to set up the Secure Archive for Expense Management.
    Continia HubAdded an article explaining the nature of Continia Hub and how to use it.
    Overview of Frequently Asked QuestionsAdded 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

    ArticleDescription
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in October 2023:
    • Support for the German 3-months rule
    • Improved currency OCR recognition by matching against ISO codes
    • Matching variance settings synchronization from Business Central to Continia Online
    .
    Detailed Changelog for Continia Expense Management 2023 R2Added 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 UsersAdded 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

    ArticleDescription
    Scope of support servicesAdded an article that details exactly what types of support Continia does and doesn't provide.
    Enabling multiple accommodations per diemNew article that explains how to enable multiple accommodation types on a per diem.
    Handling FeesNew article that describes how to distinguish between regular expenses and fees.
    Requesting Events and External FunctionsAdded an article describing how to request external functionality and new events that are currently missing.
    Using jobs and job tasksAdded an article about how to assign expenses to specific jobs and tasks.
    Posting expenses, Posting Mileage Expenses, Posting Per Diem ExpensesAdded a section about exporting expense attachments.

    June 2023

    ArticleDescription
    Using your Microsoft 365 account to sign inAdded an article about signing in to the Continia Expense Portal and the Continia Expense App using their Azure Active Directory (AD) credentials.

    April 2023

    ArticleDescription
    Setting Up Payment TypesUpdated this article and added a section about how to assign payment types to expense user groups.
    Mileage VAT calculationAdded an article on how to set up mileage VAT calculation for the fuel element of a mileage claim in the UK market.

    March 2023

    ArticleDescription
    Minimum Requirements for Using Continia Document Capture On-PremisesUnder 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 R1Added a changelog for Expense Management 2023 R1 (v11) and updated a number of other articles with information related to this release:
    Continia NotificationsAdded an article on Continia Notifications and how to view or unsubscribe from them.
    Overview of the Continia File ServiceAdded a new section about the Continia File Service, including the following articles:
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
    • Purchase Contracts module
    • Polish localization
    .
    Supported On-Premises Versions of NAV and Business CentralUpdated the article with a compatibility matrix.
    Setting up Job QueuesAdded a new Codeunit and a description of it to the article.

    February 2023

    ArticleDescription
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
    • Description field extension
    • Better validation of number series and source codes
    • More accurate calculation of per diem subrates for DE, AT, and CH
    • Payment type UI improvements
    • Portuguese localization
    .
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature has been postponed to the 2023 R2 release:
    • VAT/Sales tax input from expense users
    .
    Setting up Per Diem GroupsRevised the article and updated it with a section about allowances.

    November 2022

    ArticleDescription
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature has been released in November 2022:
    • AI Receipt Scanner
    .
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
    • Payment types for user groups
    • VAT/Sales tax input from expense users
    • In-app introductory videos
    .

    October 2022

    ArticleDescription
    Detailed Changelog for Continia Expense Management 2022 R2Added a changelog for Expense Management 2022 R2 (v10) and updated a number of other articles with information related to this release:
    Setting up Approval SharingUpdated the article with a section about creating a user and using it as a group to manage certain situations.
    Images in the Expense Mobile AppAdded 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 ManagementUpdated the Expense Management road map to reflect that the following feature was released in October 2022:
    • Cue Improvements in the Role Center
    .

    September 2022

    ArticleDescription
    EM Bank Account ReconciliationAdded an article on how to use the EM Bank Account Reconciliation feature, including automatic and manual matching.
    Enabling Taxable Rates for Per DiemAdded an article on how to enable taxable rates for per diem.
    Enabling Multiple Destinations for Per DiemAdded an article on how to enable multiple destination for per diem.
    Enabling or Disabling Allowances for Per DiemAdded an article on how to enable or disable allowances for per diem.
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been added for release in October 2022:
    • Saved Images Improvements
    .
    Saved Images ImprovementsAdded 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 ReportsAdded an article on how to create tax reports for validatiting expenses with the tx authorities.

    August 2022

    ArticleDescription
    Customizing your StorageAdded an article on how to customize your storage.
    Enabling Taxable Rates for MileageAdded an article on how to enable taxable rates for mileage.

    July 2022

    ArticleDescription
    New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been postponed:
    • Support for the Business Central Universal Code Initiative
    .
    Installing Business Central On-Premises UpgradesAdded 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 ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been postponed:
    • Mileage receipt VAT calculation improvements for the UK market
    .

    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 begin 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 expense 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.