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.
Set up for different user roles
- Create and define settings for approvers, see Approver setup for Expense Management.
- Create and define settings for expense users, see Expense user setup for Expense Management.
- Set up expense user groups and define permissions and other settings, see Expense user group setup for Expense Management.
Set up the functionality
- Set up and define fields, see 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, see Setting up field dependencies.
- Define where to store documents if you prefer other locations than your Business Central database, see Setting up document storage.
- Enable and set up the Secure Archive, including document activity logging, see Setting up the Secure Archive.
- Set up a job queue to import documents at predefined intervals instead of importing them manually, see The available job queues and Setting up job queues.
- Set up automatic creation of digital vouchers depending on your installation of Business Central, see Automatic creation of digital vouchers.
- Define rules and configurations for transaction templates to determine the processing of bank transaction files, see Setting up transaction templates.
- Define expense policies to give warnings or automatically approve or even stop refunds at predefined limits, see Setting up company policies for expenses.
- Define mileage expense policies to give warnings or automatically approve or even stop refunds at predefined limits, see Setting up company policies for mileages
- Specify criteria for deletion of GDPR data, including documents and attachments, see Setting up data maintenance.
Set up the workflow
Define a default setup for groups of users if the current default accounts don’t satisfy all users’ needs, see 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, see Setting up reimbursement methods.
Make your setup exclude fees by default, see Handling fees.
Define a delegated user that can submit documents on your behalf, see Setting up user delegation.