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 how card transaction files are processed, 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.