Pre-approval of settlements

FeatureGeneral availability on-premisesGeneral availability onlinePublic preview
Pre-approval of settlementsCheckmark Sep 1, 2021Checkmark Oct 1, 2021-

Business value

With this new feature, settlement amounts can be pre-approved, which enables expense users to book trips, hotels, etc., knowing that their bookings will be approved. This is often a requirement for large and public companies.

Feature details

Whenever an expense user creates a settlement in the Continia Expense Portal or the Continia Expense App, the settlement can be sent to the approver as marked for pre-approval. Once the approver approves the settlement, the expense user can proceed with booking hotels, transport, etc., and when booking is completed, the settlement will be sent back to the approver for a final check and approval.