Setting up Expense Management
Continia Expense Management comes with a standard configuration that covers all common scenarios and processes, but you can change the configuration to fit the exact needs of your organization.
The standard configuration includes a set of ready-to-use, predefined accounts and a general setup that makes it easy for you to start processing general expenses, mileage expenses, per diems expenses and expense reports (sometimes referred to as ”documents” as a group).
To set up and configure Expense Management, you can either follow the various guides included in the app itself or explore the following guides.
Configure the Expense Management functionality
To set up the Expense Management features so they function optimally for your organization's setup, you must:
- Understand which configuration options are available to create users, configure reimbursement methods, set up job queues, and more, see the Setting up general business functionality section.
- Implement expense policies, process bank transaction files using transaction templates, and categorize expenses. To do this, see the Setting up expenses section.
- Define mileage vehicles for both single expense users and expense user groups, apply mileage rates, and implement mileage expense policies. To do this, see the Setting up mileage expenses section.
- Create per diem groups, differentiate between multiple user categories, and create per diem trips covering multiple countries and multiple rates. To do this, see the Setting up per diem expenses section.
- Configure flows for expense reports and define rules for preapproval of expense reports,see the section. To do this, see Setting up expense reports
- Enable the Web Approval Portal both online and on-premises, configure users, and customize the Web Approval Portal. To do this, see Setting up web approval.
- Configure approval sharing, use a fictional user as a group, and enable Out-of-office approval sharing for individual users. To do this, see Setting up document approval.
- Add a credit card to multiple expense users and use a vendor as posting account type. To do this, see Credit card transactions