Setting up General Business Functionality

The default Continia Expense Management configuration enables you to start processing documents immediately. However, Expense Management also offers a wide range of other configuration options that allow you to adjust the app to fit the exact needs of your organization.

The table below lists the most important of these:

ToSee
Create and define settings for approversApprover Setup for Expense Management
Create and define settings for expense usersExpense User Setup for Expense Management
Set up expense user groups and define permissions and other settingsExpense User Group Setup for Expense Management
Define a default setup for groups of users if the current default accounts don’t satisfy all users’ needsSetting up the Continia Users Default Setup
Define where documents should be reimbursed after they’ve been processed in either Microsoft Dynamics 365 Business Central or in external payroll systemsSetting up Reimbursement Method
Set up a job queue to import documents at predefined intervals instead of importing them manuallySetting up Job Queues
Set up configured fields to display field types to expense users using the Continia Expense App and the Continia Expense PortalSetting up Configured Fields
Set up field types to create company-specific fieldsSetting up Field Types
Set up field dependencies to define custom behaviors for configured fields used in the Continia Expense App and the Continia Expense PortalSetting up Field Dependencies
Define expense policies to give warnings or automatically approve or even stop refunds at predefined limitsSetting up Company Policies for Expenses
Define mileage expense policies to give warnings or automatically approve or even stop refunds at predefined limitsSetting up Company Policies for Mileages
Define a delegated user that can submit documents on your behalfSetting up User Delegation
Define where to store documents if you prefer other locations than your Business Central databaseSetting up Document Storage