Customizing the Web Approval Portal

The procedure for customizing the Continia Web Approval Portal is the same for online and on-premises installations of Microsoft Dynamics 365 Business Central. To customize the portal, follow these steps:

  1. Choose the Search icon, enter Expense Management Setup, and then choose the related link.
  2. In the action bar, select Setup > Web Approval to open the Expense Management Setup / Continia Web Approval page.
  3. On the General FastTab, under Fields to Show, select which fields (if any) should be displayed in addition to the mandatory standard fields during approval in the Web Approval Portal.
  4. On the Custom Approval Fields FastTab, you can enable your own custom fields, which then will be displayed in the Web Approval Portal. If you need additional fields, select Show more in the upper-right corner.
  5. Select Close when you're done to save your changes and close the page.