Detailed Changelog for Continia Expense Management 2021 R1

This article lists all new features and bug fixes for each version of Continia Expense Management 2021 R1.

Expense Management 2021 R1 Service Pack 3

Released: October 14, 2021
App version: 7.3.0.0
FOB version: 7.03.00

New or changed functionality

Functional areaDescription
General ApplicationA cue displaying the number of approval entries awaiting action has been added. When you select this tile, the Approval Entries page opens.
General ApplicationWe have marked the method CalcLookupValForFieldAndParent as "external" in the table 6086345 "CEM Field Type".
General ApplicationWe have added multiple new Event Publishers.
Credit Card TransactionsWe have added support for TAB sepparated files in the Transaction Import.

Bug fixes

Functional areaDescription
General ApplicationWe have improved the functionality that was dependent on the permission sets name, so that renaming of permission sets will not affect the behaviour. We have improved some functionality that was dependent on the permission sets name, so that renaming of permission sets will not affect the behaviour. Further improvements have been done in the major releases, due to the necessity of data upgrades.
General ApplicationIt was possible to post documents with a job but without a task. This was misleading, and an error message is now displayed when a task is expected.
General ApplicationThe fields Employee Number and Employee Name have been removed from the Spanish version because employee posting would still require vendor information.
General ApplicationThe Notification Outbox cue had a rather long Danish translation "Ubehandlede notifikationer". This has been changed to "Fejl".
General ApplicationWe have fixed an issue that was leading to desynchronization of versions.
General ApplicationThe error SET-NOT-FOUND isn't displayed anymore when a settlement is reopened.
General ApplicationIn MS Dynamics NAV 2009 RTC, the expense fact box was not displayed. This issue has been fixed.
General ApplicationWe have fixed an issue where the payment of a document was not changing states in the Expense App, when using purchase invoice posting.
General ApplicationA confirmation dialog that was displayed when web services were created in Expense Management has been removed. This was causing a problem when upgrading from EM 6.50 to 7.00.

"The function UpdatePerCompany in the company initialization codeunit 6086102 in company Bejo BOB B.V. has failed due to the following error: 'Microsoft Dynamics NAV Server attempted to issue a client callback to show a confirmation dialog box: Do you want to update all web services for Continia Online? (CodeUnit 6086360 CEM Create Web Services). Client callbacks are not supported on Microsoft Dynamics NAV Server."
General ApplicationAn issue causing the error "You do no have the following permissions on CodeUnit CEM Business Setup Management Execute" when opening Business Setup was fixed.
General ApplicationIn the Configured Fields form in the classic client we displayed the following message in English: "Details are only displayed for Per Diem". Now the message is translated to the user's language.
General ApplicationWe have prevented the error below in MS Dynamics NAV 2009 R2 and MS Dynamics NAV 2013.

"You must define a CalcFormula for the Journal Field Name FlowField in the Transaction Import Field Mapping table."
General ApplicationReopening a document was not possible if there were unproceessed inbox entries. We are now allowing reopening if the document is Pending Approval or Approved.
General ApplicationApproval notification was not sent in the Expense App for a document that was automatically sent for approval.
General ApplicationApproval notification was not sent in the Expense App for a document that was automatically approved due to company policies.
General ApplicationOn the Settlement Card in the Classic client (NAV 2009 R2), when displaying a Per Diem line on the Settlement, and choosing Card from the Line menu button, it would display a Mileage.
General ApplicationWe have done caption corrections with regards to expense approver ID.
ExpensesWe have fixed an issue where the Tax Group Code was not copied from the Expense Type setup to the Expense.
ExpensesWhen an expense was reopened and re-sent to the user, there would be a notification as if the document was new. The notification has been changed to reflect the fact that it's an update.
ExpensesWhen expenses were allocated based on the sales tax, the functionality was not calculating correctly the tax amount.
ExpensesWhen sending a reminder email to the expense users we would in some cases give a wrong message or no message to explain the choices.

Wrong message: "This expense contains values that have not been synchronized to Continia Online. This is required before this expense can be sent to the expense user. Would you like to synchronize values with Continia Online?"

The message should have said: "Do you want to send a status e-mail to all the users or only to the selected ones?"
ExpensesWe have fixed an issue where a promoted action on the expense allocations page would have said Category 4 instead of the actual caption.
Credit Card TransactionsWe have added the duplicate check on the bank transaction id when importing transactions with the manual import tool.
Credit Card TransactionsIn Business Central 2021 Wave 1 (Version 18) and onwards, it was not possible to do field mapping. We have fixed this.
Document ApprovalPerformance optimization when approving or rejecting documents in the Continia Web Approval Portal has been carried out.
MileageIt was possible to change dimensions on a posted mileage. With this release, that's no longer possible.
Platform and TechnologyA user with a limited permission set including CEM-NAVUSER could not use the function Send to Expense User on the pages Expense Card or Expenses.

The user would get the following message: You do not have the following permissions on TableData CEM Synchronization Log: Read.

Expense Management 2021 R1, hotfix 2

Released: August 8, 2021
App version: 7.2.1.0
FOB version: 7.02.01

Bug fixes

Functional areaDescription
General ApplicationAn issue that was causing Job Ledger entries to be posted twice on a mileage has been fixed. The issue was introduced in EM 7.00.

Expense Management 2021 R1 Service Pack 2

Released: June 3, 2021
App version: 7.2
FOB version: 7.02

Bug fixes

Functional areaDescription
General ApplicationWe have fixed an issue that created inconsistencies in a Settlement if it was re-sent to the expense user. In the Expense App, its subdocuments would have not been shown while in the Expense portal they were shown but non-editable.
General ApplicationWe have introduced the possibility to push notifications in the Expense app based on status changes in Business Central.
General ApplicationWe have fixed an issue where the expenses and mileage would have not been able to be sent for approval because of the error below.

"The expression Code cannot be Type-converted to a Integer value."
General ApplicationWhen reopening an approved document, the confirmation message was giving information as if the document was in pending expense user status. We have changed the message depending on the context.
General ApplicationDefault User Export page would have opened the Continia User and not the Continia User Setup page, which made it possible to setup rules for users that didn't exist in the current company.
General ApplicationIn the page Configured Fields, we have changed the shortcuts for moving fields up and down. They were previously Ctrl+Arrow Up and Ctrl+Arrow Down. These shortcuts did now work in the Web client. The shortcuts have been changed to Shift+Ctrl+Arrow Up and Shift+Ctrl+Arrow Down.
General ApplicationWhen a Field Type has more than 50.000 lookup values, performance on the App decreases. We now give a warning when the user updates the lookup values from the Field Types page.
General ApplicationWe have fixed an issues where the Navigate page would not show Expense Management related documents, in an installation where Document Capture was not active.
General ApplicationThe reimbursement method options have been changed from Vendor (On User) to Internal (On User) since the caption is no longer relevant because we have also introduced the possibility to post on an Employee, as well.
General ApplicationWe have added actions to open the Default Continia User Setup page from the Expense User Group and Per Diem Group pages.
General ApplicationWe have the following internal functions, for the purpose of customization development:
  • Codeunit "CEM Approvals Bridge"
  • CheckApprovalsWorkflowEnabled
  • OnSendExpenseForApproval
  • OnSendMileageForApproval
  • OnSendSettlementForApproval
General ApplicationExpense Management setup changes require sometimes synchronization with Continia Online. Until now, we have been asking the user if we would like to do so. We have now removed the dialog and the synchronization will happen automatically.
General ApplicationWhen using the Reimbursement Method External Payroll System you could get the following messages, which were not understandable. These messages have been improved.

"You must not specify External Posting Account No. and Reimbursement Method in Expense Posting Setup for expense type External Posting Account Type."

"You must not specify Expense Account and Reimbursement Method in Expense Posting Setup for expense type Expense Account Type."
General ApplicationReimbursed amount was not shown for user paid corporate credit card.
General ApplicationWe are now forcing a synchronization of Expense Management Setup with Continia Online after export of users.
General ApplicationWe have prevented the error below. The error would appear when loading the attachment in the add-in due to the fact that the PDF file had a big number of pages. Unfortunately, we cannot display this file, so we chose to not show it instead of showing the error.

"Generic Error Occured GDI+ "
General ApplicationIn Business Central, the captions for Spanish Traditional were missing.
ExpensesWe have fixed an issue relevant for the Sales Tax calculations: when an automatic allocation would occur, the Attendees from the original expense were not copied to the automatic Allocations.
ExpensesWe have fixed an issue where the Tax Group Code was not copied from the Expense Type setup to the Expense.
ExpensesWe have fixed an issue where an expense was posted without an amount when the Matching Method would have been Never Required and the Vendor on the user would have had a currency specified.
ExpensesOn the expense, a validation error would occur when 2 different currencies had a 1:1 exchange rate. We have changed that comment from error to warning.
TransactionsWhen creating a new transaction template, the setup related to the CSV format was hidden. It is not displayed when opening the page.
TransactionsIn a company where the Bank Account No. Series (in the General Ledger Setup) doesn’t allow manual series the following error message would occur when running the EM Setup wizard, because it would try to create the MASTERCARD bank account. We have decided to skip the Bank Account creation in this case.

"You may not enter numbers manually. If you want to enter the number manually, please activate Manual Nos. in No. Series BANK."
MileageWe have excluded the mileage rate checks for a vehicle that was not used.
Per DiemWhen adding a Per Diem to a Settlement you get the error "Record(6086387) is not compaatible with Codeunit.Run(Record(6086320))."
Per DiemWe have changed the Per Diem calculation engine when using Sub-Rates, so that the subrates are only applied in the last day of the journey, not in the first day.
Per DiemThe Add to Settlement action on the Per Diems list, allow you to chose from a list of Settlements. The list showed all Settlements. It should only show Settlements with the same Continia User ID as on the selected Per Diem. This has been fixed. Now it works as for Expense and Mileage.

Expense Management 2021 R1 Service Pack 1

Released: April 7, 2021
App version: 7.1
FOB version: 7.01

Bug fixes

Functional areaDescription
General ApplicationFor the delegated user we have introduced the possibility to receive the notification email and the status report.
General ApplicationFor the delegated user views we have added the date filters.
General ApplicationWe have avoided a SETTL-NULL error in the Expense/Mileage/Per Diem inbox when "Keep history in Continia Online" was Never. The issue was occurring if the document belonged to a Settlement.
General ApplicationWe fixed an issue where a synchronization would fail an error like "Continia User xxx not found."

The issue was found when synchronizing in a multi company database, where mileage was used because of a cross-company mileage calculation due to company policies. The issue was introduced in EM 7.0.
General ApplicationWe have fixed an issue where an attachment was stored in a wrong folder while moving an expense from a company to another (when storing to a file system)
General ApplicationA confirmation dialog was missing when posting a settlement, where one or more of the underlying documents had warning comments.
General ApplicationWhen running the Expense Management Setup Assistant, the system created Field Dependencies were not activated. This has been fixed. In case you have the older version, please run the “Consistency Check” action which will try to activate the dependencies.
General ApplicationWe have fixed the error below, when opening the Company Policies page from the Expense Type in MS Dynamics NAV 2016 client:

Error compiling dynamic control expression: 'not MileageFilterSet' at index '4'. The error is: End of expression expected.
General ApplicationWe have fixed an issue in the Notification Outbox (former Release Notification Entries) page, when trying to sort the records after the field called "Table Name":

Sorting cannot be done based on the Table Name field(s) in the Release Notification Entry table.
General ApplicationUpload Company Logo has been removed from the classic client (MS Dynamics NAV 2009).
General ApplicationWhen using Preferable Purchase Invoice, expenses are posted via the General Journal instead, because employee posting cannot be done on a Purchase Invoice level. We have added the same behaviour for Mileage and Per Diem, since it was possible to come to inconsistent setup on the user.
General ApplicationIn the fob packages we have corrected the version of few objects which were introduced in EM 7.00 but were marked with VersionList EM 6.50.
General ApplicationWe have fixed a bug on expense and per diem documents, requiring a vendor or employee to be set up on the Continia user, even though reimbursement method was set to external system.
General ApplicationThe user's name is now displayed by default on the Expense Card, Mileage Card, the Per Diem Card and the corresponding document cards.
General ApplicationWe have fixed the following permission error when trying to open the Manual Setup.

"You do not have the following permissions on CodeUnit 'CDC Business Setup Subscr.' : Execute"
General ApplicationWe have updated the Change Log documentation to reflect the new versioning system.
General ApplicationWe have missed exposing events that were otherwise documented as being exposed. We have addressed the issue and the events are available again.
General ApplicationWe have added multiple new Event Publishers. The updated list can be found here:

Expense Management Event Publishers
General ApplicationWe have fixed missing captions in the Expense Management Setup groups.
General ApplicationWe have added the possibility to the Field Types from from the Field Dependency form in the classic client.
ExpensesWhen a non-refundable expense was allocated into a refundable and a non-refundable part, the Expense showed as Rejected in Continia Online and the Continia Expense app. We have changed it to Approved since some parts of the expense will be refunded.
ExpensesWe have fixed an issue where the client add-in would not show correctly a PDF document that had only one page. The issue was found only in the on premise extensions in Business Central.
Per DiemWe have fixed an issue in the Per Diem calculation where the meals were not deducted from the total allowance, when the "First/Last Day calculation method" is set to "Sub Rates" or "First/Last Day fixed rates".
Per DiemIn approval entries comments were not shown for Per Diems.
Per DiemWe have prevented changing per diem details on a posted per diem.
Document ApprovalWe have fixed an issue, where an approver was not able to see documents rejected on behalf of someone else in the web approval portals history view.
Document ApprovalWe have added missing indirect permissions for Table 6086344 "CEM Credit Card User Mapping" needed for the CEM-APPROVE role.

Expense Management 2021 R1, hotfix 1

Released: March 1, 2021
App version: 7.0.1.0
FOB version: 7.00.01

Bug fixes

Functional areaDescription
General ApplicationAn issue found in Document Capture required that Expense Management is also rebuilt. Otherwise there was no change in the product.

Expense Management 2021 R1

Released: March 1, 2021
App version: 7.0.0.0
FOB version: 7.00.00

New or changed functionality

Functional areaDescription
Platform and technologyAll the methods inside the solution were marked as “internal”. A more detailed explanation can be found here: https://continia.zendesk.com/hc/da/articles/360018499999-Important-notice-about-internal-functions-in-the-next-versions-of-our-products
Platform and technologyWhen using the O365 email address, it is now possible to use also the Expense Portal and transfer documents from the Expense App/ Expense Portal to Business Central and the other way around. In the past it was only possible to use the Approval Portal.
Platform and technologyWe have added multiple new Event Publishers. The updated list can be found here: https://continia.zendesk.com/hc/da/articles/360011785419-Expense-Management-Event-Publishers
General ApplicationWe have added the possibility to create custom field dependencies that can be set up in Business Central and impact the user experience in the Expense App and the Expense Portal. The functionality existed in the past based on the Default Dimension and it was automatically calculated. This is no longer the case in the current version and setup is expected in the Field Dependency page.
General ApplicationWe have added the possibility to set Company Policies. Documents can be automatically approved below a certain limit. A warning comment can be raised when the limit is exceeded. Also, a top limit can be set and the documents will not refund more than that particular limit.
General ApplicationWe have done improvements on the Reimbursement pages, so that is more visible which amounts are refundable to the users. We have also added the possibility the Export to Excel the output of the page.
General ApplicationUser Delegation - we have created the possibility to create documents on behalf of another user. This is now available also in the Expense App and in the Expense portal. In Business Central the functionality replaces the "User Responsibility" functionality.
General ApplicationWe have moved the Assisted Setup functionality to Continia Core. There are no changes in the user experience.
General ApplicationWe have changed the caption of the Expense Country/Region table to "EM Country/Region" to eliminate the confusion with the standard table.
General ApplicationWe have renamed "Release notification entries" to "Notification Outbox"
General ApplicationWe have improved the user experience in regards to reopening documents so that we prevent misuse.
General ApplicationWe have added the queue "Notification Outbox" in the Role Center.
General ApplicationVarious caption improvements.
ExpensesWe have added the possibility to specify if an attachment is recommended, optional or mandatory on an Expense Type. The rule will then be respected also in the Expense App and the Expense Portal.
ExpensesWe have made it easier to se if an expense has been allocated in the list of expenses by introducing the "Allocated" field.
TransactionsWe have introduced the possibility of importing bank transactions based on manually created templates. In this way, custom transaction files can be mapped and imported manually from within Business Central.
TransactionsThe primary key of the "Bank Transaction" and "Bank Transaction Inbox" tables is no longer generated in Continia Online, but it is incremented in Business Central.
MileageWe have implemented the 60 days rule for mileage, specific for the Danish market. After refunding mileage for 60 days to the same address the system will help the bookkeeper with a warning.
MileageWe have implemented the possibility to reduce the distance from home to office in a mileage.
Per DiemWe have change the default values on the Per Diem details for Breakfast, Lunch and Dinner. By default, they will not be marked as true anymore.

Bug fixes

Functional areaDescription
General ApplicationIn the Release Notifications page, we have changed a caption from "Expense Header" to "Settlement".
General ApplicationWhen loading the company logo, the message would have said "The company logo was uploaded" but it was only loaded in the database. We made sure the logo is also uploaded in Continia Online.
General ApplicationThe Expense Management rolecenters would be inactive and block the client in Business Central 15 and 16 due to an issue in Business Central when controlling the visibility in the Activities page. In these clients, we are always showing these controls, even when Expense Management is not active, to avoid this issue. In Business Central 17 the functionality works as expected.
General ApplicationThe status report would display "Paid Out" = 0 on settlements, where the first expense was non-reimbursable, even though other documents on the same settlement had been reimbursed.
General ApplicationWe have changed the Lessor integration object name from "Expense Management 6.50 - Lessor Integration - NAV2013 R2 - 2018" to "Expense Management 6.50 - Lessor Integration - NAV2013 R2 - 2019"
General ApplicationMultiple fields from Expense Management Setup require a synchronization after their values have changed. We are now identifying these fields and asking the user to synchronize. This is a light synchronization and is expected to take very little time.
General ApplicationWe have fixed an issue when changing from one Settlement Card to another one (page up/down) all the previous attachments were shown, even when this current settlement doesn't have any attachments.
ExpensesWe have fixed an issue where the Country Code was not inherited from the Transactions to the Expense.
TransactionsWe have fixed an issue that caused the Bank Country/Region Map values to not be saved. This was happening in a situation where the string to be mapped was the same as the country code.
MileageMileage with company vehicles don't necessarily need a mileage rate. We have found and fixed an issue when a rate actually existed. The user total distance would have never been reset when a new mileage year started.
Per DiemWe have addressed an issue in the Per Diem calculation engine for the hourly ratio method, where a 24 hours calculation would bring different results depending on the time of the day the trip started.