Changelog for Expense Management Docs

  • 01/05/2023
  • 14 minutes to read

This article lists all relevant changes to Docs for Continia Expense Management, covering both new and updated articles.

Note

You can find the detailed changelogs for the Expense Management application itself by following this link.

July 2023

ArticleDescription
Scope of support servicesAdded an article that details exactly what types of support Continia does and doesn't provide.
Enabling multiple accommodations per diemNew article that explains how to enable multiple accommodation types on a per diem.
Handling FeesNew article that describes how to distinguish between regular expenses and fees.
Requesting Events and External FunctionsAdded an article describing how to request external functionality and new events that are currently missing.
Using jobs and job tasksAdded an article about how to assign expenses to specific jobs and tasks.

June 2023

ArticleDescription
Using your Microsoft 365 account to sign inAdded an article about signing in to the Continia Expense Portal and the Continia Expense App using their Azure Active Directory (AD) credentials.

April 2023

ArticleDescription
Setting Up Payment TypesUpdated this article and added a section about how to assign payment types to expense user groups.
Mileage VAT calculationAdded an article on how to set up mileage VAT calculation for the fuel element of a mileage claim in the UK market.

March 2023

ArticleDescription
Minimum Requirements for Using Continia Document Capture On-PremisesUnder Firewall requirements, added the addresses that you must allow outgoing traffic to in order to use the Continia Notifications module.
Detailed Changelog for Continia Expense Management 2023 R1Added a changelog for Expense Management 2023 R1 (v11) and updated a number of other articles with information related to this release:
Continia NotificationsAdded an article on Continia Notifications and how to view or unsubscribe from them.
Overview of the Continia File ServiceAdded a new section about the Continia File Service, including the following articles:
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
  • Purchase Contracts module
  • Polish localization
.
Supported On-Premises Versions of NAV and Business CentralUpdated the article with a compatibility matrix.
Setting up Job QueuesAdded a new Codeunit and a description of it to the article.

February 2023

ArticleDescription
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
  • Description field extension
  • Better validation of number series and source codes
  • More accurate calculation of per diem subrates for DE, AT, and CH
  • Payment type UI improvements
  • Portuguese localization
.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature has been postponed to the 2023 R2 release:
  • VAT/Sales tax input from expense users
.
Setting up Per Diem GroupsRevised the article and updated it with a section about allowances.

November 2022

ArticleDescription
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature has been released in November 2022:
  • AI Receipt Scanner
.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following features were added for release in April 2023:
  • Payment types for user groups
  • VAT/Sales tax input from expense users
  • In-app introductory videos
.

October 2022

ArticleDescription
Detailed Changelog for Continia Expense Management 2022 R2Added a changelog for Expense Management 2022 R2 (v10) and updated a number of other articles with information related to this release:
Setting up Approval SharingUpdated the article with a section about creating a user and using it as a group to manage certain situations.
Images in the Expense Mobile AppAdded an article describing how to open the camera in the Expense Mobile App and how to view all saved images.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect that the following feature was released in October 2022:
  • Cue Improvements in the Role Center
.

September 2022

ArticleDescription
EM Bank Account ReconciliationAdded an article on how to use the EM Bank Account Reconciliation feature, including automatic and manual matching.
Enabling Taxable Rates for Per DiemAdded an article on how to enable taxable rates for per diem.
Enabling Multiple Destinations for Per DiemAdded an article on how to enable multiple destination for per diem.
Enabling or Disabling Allowances for Per DiemAdded an article on how to enable or disable allowances for per diem.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been added for release in October 2022:
  • Saved Images Improvements
.
Saved Images ImprovementsAdded a business value article on saved images improvements in the Expense App and the Expense Portal.
Change in product name'365' has been removed from the Expense Management product name. Documentation, app name, and other related materials have been updated accordingly.
Creating Tax ReportsAdded an article on how to create tax reports for validatiting expenses with the tx authorities.

August 2022

ArticleDescription
Customizing your StorageAdded an article on how to customize your storage.
Enabling Taxable Rates for MileageAdded an article on how to enable taxable rates for mileage.

July 2022

ArticleDescription
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been postponed:
  • Support for the Business Central Universal Code Initiative
.
Installing Business Central On-Premises UpgradesAdded an article describing how to upgrade Microsoft Dynamics 365 Business Central on-premises while not upgrading your installation of Continia Expense Management.
Event Publishers for Expense Management 2022 R1 (9.00)Updated the article with new events.
Event Publishers for Expense Management 2022 R1 (8.00)Updated the article with new events.
New and Planned for Continia Expense ManagementUpdated the Expense Management road map to reflect the fact that the following feature has been postponed:
  • Mileage receipt VAT calculation improvements for the UK market
.

March 2022

ArticleDescription
Accessing the Source CodeAdded an article describing how to access the Expense Management source code via the product package.
Setting Up Payment TypesAdded an article describing how to set up payment types and how to assign payment types to users.
Setting Up FieldsAdded an article describing how to set up fields and begin working with field types.
New and Planned for Expense ManagementUpdated General availability on-premises on the Expense Management road map and moved features to the new article March 2021 and March 2022 with this previous road map.
Event Publishers for Expense Management 2022 R1 (9.00)Added an article with events in Expense Management 2022 R1 (9.00).
Comparison of Features in Different Versions of Expense ManagementAdded an article with an overview of features in Expense Management by version.
Business FunctionalityArticle updated with new features in Expense Management 2022 R1.
Upgrading to Expense Management 2022 R1 (9.00) for FOB versionsAdded a new article with information about how to upgrade to Expense Management 2022 R1.

February 2022

ArticleDescription
Approval sharing (business functionality)New article describing the two types of approval sharing.
Approval sharing (setting up)New article describing how to enable approval sharing, including Out of Office for approvers.

January 2022

ArticleDescription
Setting up expense typesArticle updated with new content and structure as well as info on how to make changes take effect when customizing settings for expense types.
Enabling the Web Approval Portal for Expense Management, on-premisesNew article describing how to enable the Web Approval Portal for Business Central, on-premises.
Customizing the Web Approval PortalNew article detailing how to customize the Web Approval Portal.
Per diem trips across different countries with different ratesAdded an article describing how to set up different per diem rates for different countries, making it easy to create per diem trips across different countries with different rates.
Licenses and modules for Expense ManagementNew article describing what Continia solution modules are and how to acquire them.
Enabling the Web Approval PortalNew article on how to enable the Web Approval Portal if you have an online installation of Microsoft Dynamics 365 Business Central.
Approving documentsUpdated article on how to edit approved documents.
Configuring users for the Web Approval PortalNew article on configuring users for the Web Approval Portal.
Setting up the 60-Day RuleUpdated article for consistency and content.

December 2021

ArticleDescription
Expense App NotificationsAdded an article about how Expense App notifications work and how to enable or disable them.
Setting up Transaction TemplatesAdded an article describing how to set up automatic approval sharing, including Out of Office for approvers.
Setting up Mileage to Deduct Distance between Home and OfficeUpdated an article describing how to deduct the distance between home and office when setting up mileages.
Importing Transactions with Custom TemplatesReworked an article describing how to import transaction using custom templates.
The Business Vendor FeatureAdded an article describing how to add a business vendor for posting.
Changelog for Expense Management DocsA changelog has been added to Continia Docs, providing an overview of new and updated Docs articles.