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 below guides:
| To | See |
|---|---|
| Create users, configure reimbursement methods, set up job queues, and more | Setting up general business functionality |
| Implement expense policies, process bank transaction files using transaction templates, and categorize expenses | Setting up expenses |
| Define mileage vehicles for both single expense users and expense user groups, apply mileage rates, and implement mileage expense policies | Setting up mileage expenses |
| Create per diem groups, differentiate between multiple user categories, and create per diem trips covering multiple countries and multiple rates | Setting up per diem expenses |
| Configure flows for expense reports and define rules for preapproval of expense reports | Setting up expense reports |
| Enable the Web Approval Portal both online and on-premises, configure users, and customize the Web Approval Portal | Setting up web approval |
| Configure approval sharing, use a fictional user as a group, and enable Out-of-office approval sharing for individual users | Setting up document approval |
| Add a credit card to multiple expense users and use a vendor as posting account type | Credit card transaction |