Expenses FAQ

  • 31/01/2025
  • 3 minutes to read

In this section, you can find answers to some of the most frequently asked questions about the processing of expenses in Expense Management. The answers provide information on subjects such as setting a default currency and restricting selectable field values.

Can I set a default currency for an expense user?

This action is currently not supported – unless the currency is locked (and can't be changed by the expense user).

However, the Continia Expense App uses location data to show the currency for the country in which the expense user is. If the expense user chooses another currency, the Continia Expense App remembers it for the next expense and retains that value. If the Continia Expense App is closed, it reverts to using the currency derived from location data. To assign a specific currency via lookup value access use the following workaround. This will mean the selected expense user or group (or both) can only access a specific currency, which will also be selected by default when they create a new expense.

To assign a specific currency to an expense user or group:

  1. Select the Search icon, enter Configured Fields, then select the related link.
  2. In the table, under Field Code, select Currency.
  3. On the Fields on Header action bar, select Field Type.
  4. On the Field Type Card action bar, select Field Type > Lookup Value Access.
  5. In the Value Code column of the table, select a currency. Value Description is automatically filled in with the currency that you selected.
  6. Optional: In Type, select a type. The default is User.
  7. In Code, select a specific user or a group.
  8. To update these changes you must force a synchronization with Continia Online. On the Field Type Card action bar, select Continia Online > Force Synchronize with Continia Online.

Can I limit what field values expense users can select in the Expense App?

Yes, you can. The way to specify what field values are available to expense users in Business Central is to allow access to certain field values, thereby limiting expense user access to only the field values specified.

For more information, see Setting up Restrictions on Field Value Access.