Setting up the Continia Users Default Setup
In Expense Management, multiple settings are assigned by default, but you can customize these settings for individual users or groups of users.
Use the Continia Users Default Setup to establish default mileage vehicles, per diem groups, and reimbursement methods that apply automatically to specific document types. Any defaults configured in the Continia Users Default Setup take precedence over the default check marks set in mileage vehicles and per diem groups.
To set up the default Continia user setup:
Search
for Continia Users Default Setup, then select the related link.On the action bar, select New.
Refer to the following table to fill in the fields:
Field Description Setup Type Choose whether the setup is for a user or a group of users. Code Specify the code that will apply to the setup. This could be a user code or a user group code depending on the setup type you choose. Vehicle Code Specify a vehicle code to set as the default configuration for the user or user group.
For vehicles, the Default Continia User Code field only applies for users who use a single vehicle. If users have multiple vehicles, the Vehicle field is instead available in Mileage in the app. In such cases, the default vehicle code becomes less significant as the app field precedes the vehicle set on the mileage.Per Diem Group Code Set a Per Diem group code as default for the user or user group. Expense Reimbursement Specify the default expense reimbursement method for the user or user group. The options are: Internal (the user), External (the payroll system), and Both. Mileage Reimbursement Specify the default mileage reimbursement method for the user or the user group. The options are: Internal (the user), External (payroll system), and Both. Per Diem Reimbursement Specify the default per diem reimbursement method for the user or the user group. The options are: Internal (the user), External (payroll system), and Both.