Setting up the Continia Users Default Setup
In Expense Management, multiple settings are assigned by default, but you can customize these settings for individual users or groups of users. With the Continia Users Default Setup, you can establish default mileage vehicles, per diem groups, and reimbursement methods that apply automatically to specific document types. Any defaults configured in the Continia User Default Setup take precedence over the default check marks set in mileage vehicles and per diem groups.
To set up the default Continia user setup, follow these steps:
Select the icon, enter Continia Users Default Setup, and then select the related link.
On the action bar, select New.
Fill out the following fields:
Field Description Setup Type Choose whether the setup is for a user or a group of users. Code Specify the code for which the setup applies. Depending on the chosen setup type, this could be either a user code or a user group code. Vehicle Code Specify a vehicle code to set it as the default configuration for the user or user group. Remember that the "Default Continia User Code" field on vehicles only applies when users use a single vehicle. If users have multiple vehicles, the "Vehicle" field should be made available on the Mileage in the app. In such cases, the default Vehicle Code becomes less significant as the app field precedes the vehicle set on the mileage. Per Diem Group Code Specify a Per Diem Group Code to be selected as the default for the user or user group. Expense Reimbursement Specify the default expense reimbursement method for the user or user group. The options are: Internal (on the user), External (payroll system), and Both. Mileage Reimbursement Specify the default mileage reimbursement method for the user or the user group. The options are: Internal (on the user), External (payroll system), and Both. Per Diem Reimbursement Specify the default per diem reimbursement method for the user or the user group. The options are: Internal (on the user), External (payroll system), and Both.