Detailed Changelog for Continia Expense Management 2024 R2
This article lists all new features and bug fixes for each version of Continia Expense Management 2024 R2.
Tipp
As a Continia partner, you can be notified of new Expense Management versions and service packs whenever they're released. To sign up for this service, go to this page in the Continia PartnerZone (only available to partners).
Wichtig
Currently, Expense Management supports BC v14 and the three latest versions of Business Central. This will change with the release of Expense Management 2025 R1 (26.00) in April 2025. Expense Management 2025 R1 (26.00) and all future versions from then on will only support the three latest versions of Business Central.
This version of Expense Management – Expense Management 2024 R2 (25.00) – will be the last version with support for Business Central April 2019 (BC v14).
Expense Management 2024 R2 Service Pack 1, hotfix 2
Release date, online: December 19, 2024
App version: 25.1.2
Only released in Business Central online.
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| Credit Card Transactions | When a credit card is assigned to multiple users, it is possible to manually assign the relevant Continia User by changing the value in the Continia User ID field in Bank Transaction Inbox and then using the Reprocess action. This functionality was unintentionally removed resulting in the following error:
| 62212 |
| General Application | When upgrading a company where Digital Sign Attachments is enabled, but without having a Company Code specified in the Continia Company Setup, the following error would have been shown:
| 62215 |
Expense Management 2024 R2 Service Pack 1, hotfix 1
Release date, online: December 11, 2024
App version: 25.1.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| General Application | When importing the Expense Management configuration file, the following error would have been preventing the user to succeed: | 62056 |
| General Application | The Mileage Details page in the Mileage Reimbursement process now displays accurate field captions for "Global Dimension 1 Code" and "Global Dimension 2 Code." | 62071 |
Expense Management 2024 R2 Service Pack 1
Release date, online: December 6, 2024
Release date, on-premises: December 6, 2024
App version: 25.1.0
FOB version: 25.01
New or changed functionality
| Functional area | Description | Id |
|---|---|---|
| Country and Regional | In the Canadian localization, functionality has been enhanced to support multiple tax jurisdictions of the same type (e.g., PST1 and PST2). The Tax Amount is now distributed proportionally based on the respective tax percentages for each tax entry. Previously, this setup would have resulted in an error. This improvement is particularly useful for expenses that are capitalized. | 60308 |
| Document Approval | In the Business Central client, when a document is rejected and sent back to the previous approver, the system will prompt the user to provide a comment. | 60596 |
| Document Approval | Event Publisher has been added to Codeunit CEM Approval Management:
| 61006 |
| Expenses | Deleting a document from the Documents for Import queue in Document Capture will clear the Applied Document No. field on the linked expense. If the expense has already been posted, the expense will be reopened as well. | 59523 |
| Expenses | Expenses can now be sent to Document Capture, even if the attachment is not a PDF file. | 59779 |
| Expenses | It is now possible to specify the Volume Unit on the Expense Management Setup page. The Volume Unit, along with the Distance Unit, will be used in various areas, including the sustainability fields that require this type of information. | 60178 |
| Expenses | When Applied Purch. Doc No. is manually updated, Process with Document Capture will not longer send the document for OCR processing because a document is already applied. | 60651 |
| Expenses | Invoice documents associated with an expense report cannot be processed with Document Capture. The document must be detached first. | 61240 |
| General Application | When running the data maintenance job, users will now see an overview of the data scheduled for deletion. Additionally, the date intervals have been aligned with those in Document Capture. | 54571 |
| General Application | Improvements have been made to enhance the user experience when managing sustainability-related data. | 59226 |
| General Application | A new field Posted Document No. has been added to the Posted Expense Report card and list pages. It shows the Document No. of the ledger entries created during Expense Report posting. The field is visible when Post on multiple document numbers is disabled on Expense Management Setup page. | 59765 |
| General Application | Global dimension fields have been added to the following pages: CEM Per Diem Reimbursement Details, CEM Expense Details, CEM Mileage Details | 59766 |
| General Application | Rejecting a document in Document Capture will clear the Applied Document No. on a linked expense. If the expense has already been posted, it will also be reopened. | 59914 |
| General Application | The Transaction Description field for expenses, which previously displayed the merchant's name only when an expense was created from a bank transaction, has been updated. Merchant names will also be captured via OCR from the expense portal or app. To enhance clarity, the Transaction Description field has been replaced with a new Merchant field, which is automatically populated by OCR and bank transactions. | 60637 |
| General Application | During the upgrade, the sustainability fields and their values will be converted. Previously, these values were not managed. | 60663 |
| General Application | The sustainability fields are now editable on the Posted Expense Card page, enabling the completion of sustainability data after upgrading from earlier versions of Expense Management. | 61612 |
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| Document Approval | The hyperlink in the Expense Management Approval Status email now leads the user to settlements approval view on the Web Approval Portal page if Expense Report is set to Mandatory in Expense Management Setup. | 61197 |
| Expenses | In the Expense Management Role Center, individual document cues (expense, mileage, per diem) are displayed as long as there is an open document, even when the Expense Report is set as mandatory. | 61243 |
| Expenses | It is no longer allowed to change Applied Purchase Document Type and Applied Purchase Document No. when the document has already been sent to Document Capture. | 61333 |
| General Application | When posting expenses, ,mileage or per diems as separate documents, ledger entries will retain the original Document Date. Previously this date was falling back to the Posting Date. | 58912 |
| General Application | When downloading an update to an existing Per Diem or Expense, the Posting Date was previously reset, overwriting the original value. | 60597 |
| General Application | Applying a Fixed Filter on the Field Type Source Table with a length exceeding 100 characters would previously result in the following error:
| 61230 |
| General Application | The fields Description and Autofill on field types are no longer reset to default during the daily synchronizations. | 61359 |
| Per Diem | Users can now deactivate the 3-Month Rule when using the German language by selecting the blank option in the Expense Management Setup. | 57621 |
| Per Diem | On the Expense Management Status Report, the grand total amount was incorrectly calculated. | 60203 |
Expense Management 2024 R2, hotfix 3
Release date: November 27, 2024
App version: 25.0.3
Only released in Business Central online.
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| Document Approval | The following error will no longer appear when trying to access the Continia Web Approval Portal:
| 61730 |
Expense Management 2024 R2, hotfix 2
Release date: November 12, 2024
App version: 25.0.2
Only released in Business Central online.
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| General Application | In earlier versions of Business Central, upgrading from on-premises to cloud could unintentionally run the upgrade process more than once, leading to data inconsistencies. The current solution now includes a check on the Expense Management Data Version during upgrades which ensures the system only runs the necessary upgrade steps once. | 61089 |
Expense Management 2024 R2, hotfix 1
Release date: October 28, 2024
App version: 25.0.1
Only released in Business Central online.
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| Country and Regional | In the Canadian localization, when generating purchase invoices for allocated expenses, the line amount was incorrectly set to the total amount instead of the allocated amount. | 60280 |
| Country and Regional | General improvements and issue resolutions for handling Canadian Sales Tax. | 60321 |
Expense Management 2024 R2
Release date, online: October 1, 2024
Release date, on-premises: October 21, 2024
App version: 25.0.0
Fob version: 25.00
New or changed functionality
| Functional area | Description | Id |
|---|---|---|
| Credit Card Transactions | When the Card No. is blank on transactions imported as .csv file through Transaction template tool, users will get an error when trying to Approve and Transfer. | 54141 |
| Document Approval | When using the standard page Requests to Approve, the Expense Management workflow was creating inconsistencies and differences compare to when the same actions were taken from the Approval Entries (EM) page. Rejecting Expense Management documents from within the standard Requests to Approve page would have left the approval document in status Pending Approval, while the approval entry would have actually been rejected. Approving from the same page would have not sent a release notification to the expense user. | 21200 |
| Document Approval | A new event was added in Codeunit CEM Approvals Mgt.:
| 54466 |
| Document Approval | A new cross-company dashboard has been introduced in Continia Web Approval Portal. | 58048 |
| Expenses | The fields Payment Type and Expense Type are now enforced to have a value before allocating an expense. | 52911 |
| Expenses | A warning will be shown in case the manually entered VAT amount does not match the calculated VAT amount on an expense. The warning is created as a configurable comment. | 54777 |
| Expenses | When creating a Purchase Invoice/Purchase Credit Memo during Expense posting, an existing Purchase document will no longer be re-opened if it's status is "Pending Approval" or "Released". The system will create a new Purchase document instead. | 57971 |
| General Application | Expenses documents can now be sent to Document Capture for processing. In this way, the bookkeeper takes full advantage of the purchase handling capabilities in Document Capture, while the refund will be handled in Expense Management. The expense will then be posted without generating the purchase side. As soon as the purchase document is posted, Expense Management will apply a payment to that document, refunding the employee. Furthermore, an expense can be linked to a Document Capture document or a purchase document (purchase invoice or credit memo) directly. The new fields Applied Document Type and Applied Document Number have been introduced for this purpose. The functionality is only available when cloud OCR is enabled in Document Capture. | 16409 |
| General Application | Job queues can now be set up with ease from withing the Expense Management setup page, simplifying the administrative processes for recurring jobs. Moreover, when sending emails (approval, reminder or expense status report), the functionality makes sure that there has been a recent synchronization, avoiding sending outdated information. | 53988 |
| General Application | Procedure LockToSpecificDocumentNo() has been made externally available on all the relevant card pages. | 54658 |
| General Application | Users can now change Document Storage Type in Exp. Management Setup page without having to move existing files in the storage. | 54715 |
| General Application | In Canada, sales tax handling has been enhanced to ensure that the specified tax amount is now posted into the Tax Ledger Entries, even when using Expense Posting via the General Journal in Expense Management. In Microsoft Business Central™, the handling of tax differences produces varying outcomes depending on whether the differences are posted through a Purchase Invoice or the General Journal. Since Expense Management typically defaults to posting via the General Journal, this can further contribute to discrepancies. To address this issue, Expense Management has been refining its posting routines. It now posts directly into the sales tax accounts and strives to replicate, as closely as possible, the results of posting through a Purchase Invoice. | 54850 |
| General Application | Continia Sustainability is the latest addition to the Continia product suite, specifically designed to manage your company's carbon accounting. When integrated with Continia Expense Management, this combination becomes an even more powerful tool for your organization.Expense Management streamlines the process by allowing employees to submit all necessary documentation related to their expenses, which directly contributes to accurate carbon accounting and CO2 footprint measurement. Expense Management is now enhancing the capabilities of the field types and improves event further the posting setup to accommodate carbon accounting.Various system field types are added, for collecting detailed information relevant for carbon accounting. For a more detaild information please see Continia Docs. | 54890 |
| General Application | Event Publisher has been added to Codeunit CEM Mileage Inbox-Transfer:
| 55180 |
| General Application | We have enhanced the way comments are displayed in Expense Reports. Previously, comments were marked by a flag on the line item, requiring users to navigate to the comments page through the actions menu. With the latest update, the expense report level now features a summarized comment line that indicates the total number of comments, while each individual line displays the most relevant comment directly on the line item. Users can still access the full comments page by clicking on any displayed comment within the report. These improvements aim to provide a clearer and more efficient way to manage and review comments. | 55275 |
| General Application | A new Event Publisher has been introduced in Codeunit 6086373 "CEM Proxy Response Handling" that allows setting show/hide parameter for the confirmation dialog when deleting Continia User Setup record:
| 55619 |
| General Application | Enhancements in the demo machines, setup configuration files and demo data have been made. | 55945 |
| General Application | The Payroll Integration is enhanced to collect all the requests into the External Interface Queue view. This insures that requests to external payroll interfaces (for example, Dataloen) are only sent when all documents are posted. The functionality enhancement ensures no duplicated calls are made to the interfaces, creating better traceability of the process. | 56349 |
| General Application | The following events were updated in Codeunit 6086319 "CEM NAV-version Mgt.":
| 57028 |
| General Application | The following events have been added in the codeunit CEM Settlement-Post, to facilitate integration with other payroll systems.
| 57039 |
| General Application | The fields Employee No. and Vendor No. have been added to the following pages for easier sorting and filtering. The fields are hidden by default.
| 57604 |
| General Application | The following events were added in order to allow adding custom fields and functionality in the export to Excel functionality, on the reimbursement pages. Codeunit CEM Export Expense Reimb. (6086565)
| 57813 |
| General Application | The following event was added in order to allow additional posting before the preview stops the process and before the COMMIT. Codeunit CEM Settlement-Post (6086338)
| 57955 |
| General Application | Event Publisher has been added to Codeunit CEM Approval Functions (WS):
| 58646 |
| General Application | The following events were updated on Page 6086402 "CEM Client Addin - Settlement":
| 58788 |
| General Application | Administrators can now view detailed information about the types of sign-in being used by users, including Microsoft 365 and other authentication methods. They can upgrade the authentification method. As a result, the welcome mail is also tailored to the users' authentication method. | 27051 |
| Mileages | Attachments requirements on mileage can now be setup, similar to the existing functionality for expenses. Furthermore, the settings will be reflected in the Expense App and Portal. Similar to expenses, the mileage attachments can be: Recommended, Mandatory and Optional. The attachment requirement can be setup on a company level, in Expense Management setup, when the Vehicle field is not configured. When the Vehicle field is configured, the attachment options can be set individually on each vehicle. The customers that currently use fuel rates, where attachments are currently enforced in Business Central will be upgraded to have attachment mandatory. | 45583 |
| Per Diem | Enhanced control over the defaulting of per diem allowances. It is now possible to specify on each allowance type whether is should be Disabled (no allowances by default) or Enabled (allowances by default). | 55204 |
Bug fixes
| Functional area | Description | Id |
|---|---|---|
| Credit Card Transactions | When setting Enable Multiple Users per Card, the Bank Account No. was not being set on the transactions, impacting the reconciliation. | 54229 |
| Document Approval | When forwarding approval entries, the system previously did not consider the approval limits of the approvers. This allowed approval entries to be sent to approvers with lower approval limits. The functionality has now been enhanced to ensure that a user with sufficient approval permissions is always included in the approver chain. To support this improvement, workflow responses have been redesigned, and workflow template upgrades are required. If you are using extensions, the upgrade process will automatically disable the old workflows and recreate them based on the updated workflow templates. However, for FOB-based versions, this step must be completed manually as part of the upgrade process. Detailed instructions for this step can be found in the relevant upgrade articles, which you will need to follow anyway as part of the upgrade routines. Please note that after the upgrade, any existing documents in a Pending Approval status will continue to follow the previous workflow behavior. This is because such documents will remain tied to the old workflows until they are either fully approved or rejected. To transition these documents to the new workflows, simply reopen the document and resubmit it for approval. | 13674 |
| Expenses | When posting expenses with Expense Posting Preferable Purchase Invoice, in some situations the Unit Cost was calculated wrongly. | 53212 |
| Expenses | When using amount distribution codes on the expense types, in an North American localization, the allocation lines were not created. | 57285 |
| Expenses | When creating an expense allocation, the default dimensions were inserted on the first line. The functionality is not changes so that the dimensions are copied from the main expense. Default dimensions will be triggered when changing relevant values on the allocation. | 58995 |
| General Application | When calculating lookup values for field types during the synchronization, only the configured fields will be recalculated. That is to improve performance by not doing un-necessary calculations during the synchronization. | 54837 |
| General Application | When using the CEM Tax Report, the Settlement No. filter on the request page was not respected. | 58767 |
| Per Diem | In the Expense Management Setup, under the Per Diem fast tab, the allowance for accommodation can be activated or deactivated. When deactivated, all Accommodation Allowance Codes will be removed from the Per Diem Posting Groups. This will avoid the following error:
| 55804 |