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Welcome to Expense Management
New and planned
Release plan
General application
Viewing full details in a Document card from an expense report
Document storage in Continia Online
Company policies
Delegating users to manage other users' expenses
Editing approved documents in business central
New business vendor feature
Field type improvements
Payment type
Resize the document attachment page
Description field extension
Better validation of number series and source codes
Payment type UI improvements
Portuguese localization
Continia notifications
Purchase Contracts module
Polish localization
Improved payment details
Continia Hub
Secure Archive
Deletion, GDPR, and the Secure Archive
Changed user ID visibility for document log entries
Automatic creation of digital vouchers
Enhanced handling of purchase documents
Expanded job queue setup options
Canada sales tax - enhanced posting with general journal
Enhanced Microsoft 365 sign-in management
Improvements to the Purchase Contracts module
Expenses
Introducing Cash Advance
Export of expense attachments for VAT refund
VAT amounts more visible
VAT sales tax input from expense users
Support for GST/GST-free in Australia
Support for automatic allocation using distribution codes
Bank transaction descriptions follow expenses
Payment type handling enhancement
Enhanced image-to-PDF conversion for invoices processed with Document Capture
Posting project expenses in Business Central independently of the reimbursement method
Credit card transactions
Ability to approve and post expenses without importing transactions
Importing own credit card transactions
New credit card agreement activation flow
Mileages
Improvements for the 60 day rule DK
Individual descriptions on specific document types
Support for the 60-day rule
Mileage receipt VAT calculation improvements for the UK market
Enhanced attachment control on mileage expenses
Per diems
Per diem trips across different countries with different rates
Norwegian per diem rules
More accurate calculation of per diem sub-rates
Support for the German 3-month rule
Expense reports
Pre-approval of expense reports
Group employee and vendor ledger entries in expense reports or by document type
Improved visibility of comments in expense reports
Improving workflows with new Approve actions added to Expense Document cards
Streamlined document attachment
Document approval
Option of making the approval flow different from Continia Document Capture
Configurable messages
One email for all companies to notify about open approval entries
Continia Expense App and Portal
Configuration of field dependencies in the Expense App and the Expense Portal
Notifications in the Expense App
Saved receipts improvements
Receipts list
AI Receipt Scanner
Matching variance settings synchronization from Business Central to Continia Online
Improved currency OCR recognition by matching against ISO codes
Autofill in the Expense App and Expense Portal
Support for OData V4 for the Continia Web Approval Portal
Figures indicating the number of documents for approval per type in the Web Approval Portal
AI receipt scanner improvements
Expense attachments visible on allocation pages in the Mobile Expense App
Boolean value support in field dependencies
Platform and technology
Signing in with SSO via Azure Active Directory
Support for the Business Central Universal Code Initiative
Support for local file system storage with the Business Central Universal Code Initiative
Cue improvements in the Role Center
ESG expense types for carbon footprint registration
Autozoom in Business Central add-in
Easier migration from on-premises to online for older versions
Optimized export of users – part 1
Optimized export of users – part 2
Data maintenance using a job queue for Continia Expense Management tables
Demo machines with local data
Web approval portal
Fully functional cross-company dashboard listing all pending approvals
Highlighting only relevant lines for advanced approval
Previous release plans
Overview of previous release plans
2024 release 2
2024 release 1
2023 release 2
2023 release 1
2022 Release 2
2022 Release 1
March 2021 to March 2022
March 2020 to March 2021
Detailed changelogs
Overview
Expense Management 2025 R1
Expense Management 2024 R2
Expense Management 2024 R1
Expense Management 2023 R2
Expense Management 2023 R1
Expense Management 2022 R2
Expense Management 2022 R1
Expense Management 2021 R2
Expense Management 2021 R1
Expense Management 2020 R2
Expense Management, old versions
Web Approval Portal
Expense Mobile App
Expense Portal
Detailed changelog for Docs
Getting started
Getting started with Expense Management
Overview of business functionality
Trials and subscriptions
Setting up accounts
Overview of account setups
Email setup for external or guest users in Microsoft Entra
How to retain expense history when changing user emails
Understanding Expense user email addresses
Removing an Expense user
Understanding priority and inheritance of dimensions in Expense Management
Help and support
Continia Notifications
Continia Hub
Resellers and partners
Overview
Becoming a reseller
Finding a reseller
Troubleshooting and FAQs
General FAQ
Credit card transaction FAQ
Minimum requirements
Setting up Expense Management
Overview
Setting up general business functionality
Overview
Approver setup for Expense Management
Expense user setup for Expense Management
Expense user group setup for expense management
Setting up the Continia users default setup
Setting up reimbursement methods
The available job queues
Setting up job queues
Setting up fields
Setting up payment types
Setting up field dependencies
Using jobs and job tasks
Setting up user delegation
Setting up document storage
Handling fees
Setting up transaction templates
Setting up the Secure Archive
Automatic creation of digital vouchers
Setting up data maintenance
Setting up restrictions on field value access
Setting up expenses
Overview
Setting up expense types
Setting up company policies for expenses
Setting up VAT/sales tax input from expense users
Creating expenses from credit card transactions
Automatically split and allocate using amount distribution
Splitting expenses for GST-exempt parts
Setting up Canadian tax details
Setting up mileages
Overview
Setting up mileage vehicles
Setting up mileage rates
Setting up company policies for mileages
Setting up the 60-day rule (DK)
Setting up mileage to deduct distance between home and office
Mileage VAT calculation (UK)
Configuring vehicle number registration
Setting up per diems
Overview
Setting up per diem groups
Setting up per diem rates
Setting up per diem trips across different countries with different rates
Setting up additional allowances
Setting up taxable rates for per diems
Setting up web approval
Overview
Enabling the portal (online)
Enabling the portal (on-premises)
Configuring users for the portal
Customizing the portal
Setting up document approval
Overview
Approval sharing
Email notifications
Credit card transactions
Overview
Automatic import of credit card transactions
Overview
Activating credit card agreements
American Express
Mastercard
Importing Mastercard transactions
Setting up a Mastercard transaction feed
Visa
Importing Visa transactions
Setting up a Visa transaction feed
Eurocard
Other cards
Manual file import
Use a vendor as posting account type
Add one credit card to multiple expense users
Business functionality
Overview
Basic concepts in Expense Management
Setting up business functionality
Setting up reminder codes for email reminders
Expense Reports
Overview of expense reports
Setting up expense reports
Setting up pre-approval of expense reports
Using expense reports from your browser
Using expense reports in the Expense Mobile App
Viewing multiple comments in expense reports
Expenses
Overview of Expenses
Submitting expenses
Posting expenses
Reimbursing expenses
Reopening expenses
Moving an expense to another company
Configuring a matching tolerance
Downloading expenses from Continia Online manually
Adding a business vendor
Creating tax reports
Create expenses from credit card transactions
Processing purchase invoices in Document Capture and Expense Management
Capturing data using AI Receipt Scanner
Using Cash Advance
Expenses FAQ
Mileages
Overview
Submitting mileage expenses
Posting mileage expenses
Reimbursing mileage expenses
Reopening mileage expenses
Moving a mileage expense to another company
Downloading mileage expenses from Continia Online manually
Enabling taxable rates for mileage
Per diems
Overview
Submitting per diem expenses
Posting per diem expenses
Reimbursing per diem expenses
Reopening per diem expenses
Moving a per diem expense to another company
Downloading per diem expenses from Continia Online manually
Enabling taxable rates for per diem
Enabling multiple destinations for per diem
Enabling multiple accommodations for per diem
Enabling or disabling allowances for per diem
The 3-month rule for per diem expenses in Germany
Understanding Norwegian per diems
Approvals
Overview of the approval process
Approving documents
Approval sharing
Rejecting documents
Editing posting in the web approval portal
Using the Continia Web Approval Portal
Continia Expense Mobile App
Overview of the Continia Expense Mobile App
Submitting expenses in the Expense Mobile App
Continia Expense Mobile App notifications
Images in the Saved Receipts list in the Continia Expense Mobile App
Color codes in the Continia Expense Mobile App history
Allocating expense costs
Expense App FAQs
Credit card transactions
Overview
EM bank account reconciliation
Importing transactions with custom templates
Importing bank statements for reconciliation
Purchase contracts
Overview
Creating purchase contracts
Purchase contract reviews
Approving expenses based on a contract
Viewing the purchase contract archive
Local functionality
Denmark
How to comply with the Danish Bookkeeping Act
Norway
About Norwegian per diems
United States
Purchase contracts for the United States
Development and administration
Overview
Understanding Continia Core
Feature Management
Secure Archive
Supported countries and languages
Expense Management permissions
Data centers
Using your Microsoft 365 account to sign in
Development and customization
Overview
Scope of support services
Accessing the source code
Customizing your storage
Event publishers
Overview
Event publishers 26.00
Event publishers 25.00
Event publishers 24.00
Event publishers 12.00
Event publishers 11.00
Event publishers 10.00
Event publishers 9.00
Event publishers 8.00
Requesting events and external functions
Setting up Azure Blob storage
Online
Using Continia Solution Management
Installing the Expense Management app
Upgrading to the latest version
Minimum requirements
On-premises
Installing Expense Management on-premises
Installing or upgrading in multitenant environments
Installing Business Central upgrades
Comparison of features
Supported NAV and Business Central versions
Supported countries and languages (FOB)
Managing solutions
Managing licenses
Managing solutions
Modules for Expense Management
Deployment
Minimum requirements
Web Approval Portal requirements
Software lifecycle policy
Configuring the Continia File Service
Overview
Installing the Continia File Service
Configuring the Continia File Service
Setting up the Continia File Service in Business Central
Upgrade
Overview
Upgrading Expense Management (app)
Supported upgrade paths (FOB)
Upgrading with multiple solutions installed, FOB
Overview
Upgrading Continia Core (FOB)
Expense Management 2024 R2 (FOB)
Upgrade overview
Application and data
From versions 2.60-6.50 to 8.00
From version 7.00
Manual upgrade
Automated data upgrade
From versions 8.00-24.00
Manual upgrade
Automated data upgrade
Expense Management 2024 R1 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 7.00
Manual upgrade
Automated data upgrade
From versions 8.00-12.00
Manual upgrade
Automated data upgrade
Expense Management 2023 R2 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 7.00
Manual upgrade
Automated data upgrade
From versions 8.00–11.00
Manual upgrade
Automated data upgrade
Expense Management 2023 R1 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 7.00
Manual upgrade
Automated data upgrade
From versions 8.00-10.00
Manual upgrade
Automated data upgrade
Expense Management 2022 R2 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 7.00
Manual upgrade
Automated data upgrade
From versions 8.00-9.00
Manual upgrade
Automated data upgrade
Expense Management 2022 R1 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 8.00
Manual upgrade
Expense Management 2021 R2 (FOB)
Upgrade overview
Application and data
From versions 2.60–6.50
From version 7.00
Manual upgrade
Automated data upgrade
Expense Management 2021 R1 (FOB)
Upgrading NAV/Business Central
Overview
Upgrading to v14 (FOB-based)
Upgrading to v17
Upgrading to v18
Upgrading to v19
Upgrading to v20
Upgrading to v21
Upgrading to v22
Upgrading to v23
Upgrading to v24
Upgrading to v25
Migrating from on-premises to cloud
Upgrading customized CAL versions of Expense Management
Compliance
Continia Sustainability and Expense Management
26/09/2024
1 minute to read
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