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.
Tip
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Important
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
Release date, online: October 1, 2024
Expected release date, on-premises: October 8, 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. | 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 |
| 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 limit on the approver were not taken into consideration and the approval entry could be sent to approvers with lower approval limit. The functionality is enhanced so that a user with enough limit permissions will always be part of the approver chain. The workflow responses have been redesigned to support this functionality and workflow template upgrades are necessary to be performed. The instructions are provided in the upgrade documentation. It is worth mentioning that, after the upgrade, existing documents that are found in status Pending Approval and are forwarded, will remain in the status Pending Approval. That is a consequence of the workflows templates being updated while pending documents are dependent on the former workflows. The issue can be easily corrected by reopening the document. | 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 |