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:
| To | See |
|---|---|
| Create and define settings for approvers | Approver Setup for Expense Management |
| Create and define settings for expense users | Expense User Setup for Expense Management |
| Set up expense user groups and define permissions and other settings | Expense User Group Setup for Expense Management |
| Define a default setup for groups of users if the current default accounts don’t satisfy all users’ needs | Setting 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 systems | Setting up Reimbursement Method |
| Set up a job queue to import documents at predefined intervals instead of importing them manually | Setting up Job Queues |
| Set up and define fields | Setting up Fields |
| Set up field dependencies to define custom behaviors for configured fields used in the Continia Expense App and the Continia Expense Portal | Setting up Field Dependencies |
| Define expense policies to give warnings or automatically approve or even stop refunds at predefined limits | Setting up Company Policies for Expenses |
| Define mileage expense policies to give warnings or automatically approve or even stop refunds at predefined limits | Setting up Company Policies for Mileages |
| Define a delegated user that can submit documents on your behalf | Setting up User Delegation |
| Define where to store documents if you prefer other locations than your Business Central database | Setting up Document Storage |
| Exclude fees | Handling Fees |
| Define rules and configurations for transaction templates to determine the processing of bank transaction files | Setting up Transaction Templates |
| Enable and set up the Secure Archive, including document activity logging | Setting up the Secure Archive |
| Set up automatic creation of digital vouchers depending on your installation of Business Central | Automatic Creation of Digital Vouchers |
| Specify criteria for deletion of GDPR data, including documents and attachments | Setting up Data Maintenance |