Using expense reports in the Expense Mobile App

  • 11/06/2025
  • 7 minutter at læse

An expense report is a consolidated list of expenses, mileage, and per diems. It provides an excellent overview of your expenditures and allows you to approve them from a single place, thereby streamlining the reimbursement process and freeing up valuable time for you. By supporting multiple different document types and payment methods and centralizing these in one report, it also simplifies tracking and analysis.

The management of expense reports in Continia Expense Management is very similar to that of ordinary expenses and, as with ordinary expenses, one of the essential steps is to import them into your system effectively. Expense reports are imported when synchronization with Continia Online is performed. Continia Online is a cloud solution that connects the Continia Expense Mobile App and the Continia Expense Portal to the Business Central client. Data can be synchronized across these three applications.

You can carry out synchronization manually or schedule it to run automatically in job queues. For more information, see Setting up job queues.

Creating and submitting an expense report

Expense users can create and submit expense reports using the Expense Mobile App. The expense reports are then transferred through Continia Online to Business Central once synchronization is carried out. Typically, the Expense Mobile App is set to automatically synchronize with Continia Online using job queues.

To create and submit an expense report using the Expense Mobile App:

  1. Tap New Report to open the Report page.
  2. Under Description, enter a name for the report.
  3. Fill in the required and relevant fields.
  4. In the upper-right corner, click Create.
  5. Tap the icon that represents what you want to add to the report:
    • An expense, tap the credit card icon.
    • Mileage, tap the car icon.
    • A document, tap the suitcase icon.
    • An existing document, tap the (+) icon.
    • To create or add a template, tap the starred folder icon.
  6. Fill in the required fields and add the relevant existing documents or new expenses, mileage, or per diems.
  7. In the upper right corner, tap Save.
  8. If you want to submit the report for approval, swipe Submit.

Your report is now either saved or submitted, depending on your preferences.

Creating and using expense report templates

Create expense report templates with frequently used details to improve your workflow in creating and submitting expense reports. When you then choose a template as the basis of an expense report, the details from the template will automatically populate the relevant fields of your expense report for you. Then you only need to fill in any remaining fields/manually edit the prefilled data, if necessary.

To select or create an expense report template:

  1. Open the Expense Mobile App, and do one of the following:
    • From the main page, tap the starred folder icon located to the right of New Report. The Templates page opens.
    • Alternatively, create a new report, then select the starred folder icon to open the Templates page.

      Bemærk

      If expenses, mileage, and per diems have all been enabled, you must tap the three-dot menu icon (...) first to access the starred folder icon.

  2. Optional: Choose an existing template from the list on the Templates page, then tap Save in the upper-right corner to add it to the expense report.
  3. Optional: Create a new template on the Templates page:
    1. Select Add in the upper-right corner.
    2. Fill in the necessary fields and select Save in the upper-right corner.
    3. To add the new template to the expense report, select it from the list, then tap Save in the upper-right corner.

The template you've selected or created is then added to the template, and you're returned to the Report page.

Accessing the Receipts list

In the Expense Mobile App, use the Receipts list to view and attach your saved receipt images.

To access the Receipts list:

  1. Open the Expense Mobile App.
  2. In the lower-left corner, tap Open to see your list of expenses, mileage, per diems, and expense reports.
  3. In the lower-left corner, tap Open to access the Receipts list.

Reviewing warnings in an expense report

Expense report warnings highlight issues that need to be resolved to ensure accuracy and completeness of your expense reports. The system-generated warnings include:

  • Missing attachments for an expense
  • A purchase contract that needs to be added

To review expense report warnings using the Expense Mobile app:

  1. Tap Open, the expense report that displays a warning.
  2. Review the expense report to ensure that all required information has been provided, the information is correct, and that no attachments are missing.
  3. Optional: Check the comments of the report by opening the expenses, mileage, or per diems of the report and viewing the Admin Comments field.

For more information about expense reports and the processes around it, see:

Overview of expense reports

Setting up pre-approval of expense reports

Setting up expense reports

Using expense reports from your browser