Detailed Changelog for Continia Expense Management 2023 R2
This article lists all new features and bug fixes for each version of Continia Expense Management 2023 R2.
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Expense Management 2023 R2
Release date: October 2, 2023
App version: 12.0.0
FOB version: 12.00
New or changed functionality
Functional area | Description | Id |
---|---|---|
Expenses | The expense user has the ability to edit the VAT Amount. This VAT Amount is utilized during the posting process and is incorporated into VAT differences when the General Ledger Setup includes this feature. In the Expense Portal and Mobile App, this functionality is enhanced by the inclusion of Optical Character Recognition (OCR) technology for reading the VAT Amount. Additionally, whenever feasible, the Expense Portal and Mobile App functions automatically allocate expenses based on various VAT percentages. You must configure the "VAT AMOUNT" field to take advantage of this functionality. Within the Expense Management CA app, similar functionality is available, replacing the automatic allocation of expenses based on Tax Areas. As sales tax amounts are now present, there is no longer a need for automatic expense allocation. This eliminates the requirement for specific expense types such as GST/HST and streamlines the process of posting to GL Accounts using General Journal posting. It also eliminates synchronization delays and resolves the limitation associated with "Expense/Capitalize." | 46817 |
Expenses | When using the configuration file, new Expense Types, special Field Types with lookup functionality for airports and harbors based on Google Maps, as well as functionality for recording data related to carbon footprint calculations, have been added. When you set up Expense Management in a new system, the configuration package will include multiple Expense Types that can be used for recording carbon footprints. Additionally, Configured Fields and Field Dependencies have been adapted to make it easy to get started recording carbon footprint-related data. | 48377 |
Expenses | Field dependencies are imported and exported with the assisted setup wizard. | 49110 |
General Application | The field "Submit Date/Time" is added to all documents. The field is hidden by default and can be set to show by adding it through Personalized. | 39602 |
General Application | Introducing the new CEM Image Quality (6086520) page, which offers users the ability to customize image size and quality settings. This feature provides the ability to override default values for Picture Size and Picture Quality, providing greater control. | 45546 |
General Application | Fields "Matching tolerance Amount (%)" and "Matching tolerance Date (Days)" will be used in the future in our Expense Management Mobile App, when matching Expense with an existing receipt. | 45650 |
General Application | The attachment images are automatically zoomed in to the "best-fit" size for the admin to avoid spending time adjusting zoom for every attachment. | 46689 |
General Application | Support for multiple levels of parent-child field relations, similar to Job and Tasks. | 47388 |
General Application | The Configurable Messages module is added, which allows control over the validation comments. In this module comments can be configured to have the type Information, Warning or Error. | 47591 |
General Application | The "General Journals" action is removed from the Expense Management Role Center, as legacy views will no longer be supported in Business Central. | 48101 |
General Application | Capabilities for autofill on the field types is added. Field values can be suggested in the Expense Portal and Expense Mobile App based on the previously used values. The autofill functionality is controlled from the field types available only for Code and Option data types. The functionality is enabled by default but can be disabled for each individual Field Type. | 48617 |
General Application | The Secure Archive in Expense Management preserves original digital documents for bookkeeping, safeguarding them from tampering or deletion. These documents remain traceable within legally defined secure periods. The built-in log function tracks document processes from receipt to bookkeeping. To use the log function independently, you can enable it without Secure Archive's restrictions. | 48680 |
General Application | The document logging functionality is included to enable in Expense Management Setup. Enabling this feature will record the following changes:
| 49168 |
General Application | Files imported in Expense Management will get a Hash (SHA1). When Secure Archive is enabled the Hashing will help to determine if files related to a given historic posting are identical to the time of posting. The Hash value is calculated when one of the following events occurs:
| 49226 |
General Application | Files imported through Expense Management will be undergo conversion into a digitally signed PDF when Secure Archive is enabled. Additionally the original file will be retained. The file signature occur under the following circumstances:
| 49227 |
General Application | By enabling the Secure Archive functionality, you can establish a timeframe during which the posted purchase invoices and posted purchase credit memos are protected from deletion. | 49229 |
General Application | An action to Continia Hub has been added to the home tab for the following pages:
| 49491 |
Purchase Contracts | Purchase Contracts cues is added to the Expense Management Rolecenter. The cues will show when the Purchase Contract application area is enabled. This can be enabled in the Expense Management Setup. | 44331 |
Purchase Contracts | When the user changes Continia User Id on an expense, which has a relation to a purchase contract, the following comment will be added for the expense:
| 45018 |
Purchase Contracts | Actions to the Expenses and Posted Expenses pages is added: Open Purchase Contract and Create Purchase Contract. Additionally, introduced new fields to the Expenses and Posted Expenses pages: Purchase Contract, Purchase Contract No., Purchase Contract Line No., and Purchase Contract Line Amount. | 46412 |
Purchase Contracts | A new field, Enable Purchase Contracts, has been added to the Expense Management Setup, and is used to disable or enable Purchase Contracts functionality. | 47339 |
Purchase Contracts | When a new expense is linked to a purchase contract line that already has an association with a posted or open expense, a validation process is initiated to ensure that these expenses do not fall within the invoicing period specified by the related purchase contract. The following comments are appended based on the circumstances: If the purchase contract line is linked to an open expense within the current invoicing period of the purchase contract:
| 47347 |
Bug fixes
Functional area | Description | Id |
---|---|---|
Document Approval | A new option field, Send Email To, replacing the field Forward Emails, has been implemented on the Approval Sharing (EM) page. The following options are available:
| 48773 |
Expenses | The "Vendor No." on expenses is used to represent the business from where the purchase was made. When a "Vendor No." is added to an expense similar to the "Vendor No." set on Continia User Setup, an error will be raised. | 32586 |
Expenses | After a transaction is matched to an expense, which is completed by the expense user, the expense is sent back to the expense user unintentionally. | 49381 |
Expenses | When downloading expenses with allocations from Continia Online, the "TAX GROUP CODE" value was removed when the field was not configured. | 49546 |
General Application | When posting an expense on an Employee, with posting groups specified, the following error would appear. Gen. Posting Type must be equal to ' ' in Gen. Journal Line: Journal Template Name=, Journal Batch Name=, Line No.=0. Current value is 'Purchase'. | 49922 |
Mileages | Posting negative mileage is supported when using Purchase Invoice. | 49849 |
Purchase Contracts | In the past, when linking an expense to a purchase contract, no consideration was given to the Contract End Date and Start Date. However, there have been updates: Now, if the Expense Document Date precedes the Purchase Contract's Start Date, the system will generate the following error message: This expense is associated with a purchase contract, and therefore, the Document Date must occur after the purchase contract's start date. Conversely, if the Expense Document Date falls after the Purchase Contract's End Date, the following error will be displayed: This expense is linked to a purchase contract, and as such, the Document Date must precede the purchase contract's end date. Moreover, if the Expense Document Date is earlier than the Purchase Contract Line's Start Date, the system will provide the following error: This expense is associated with a purchase contract line, and consequently, the Document Date must precede the purchase contract line's start date. | 47338 |