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Table of Contents

  • Welcome to Expense Management
  • New and planned
    • Overview
    • General application
      • Document storage in Continia Online
      • Company policies
      • Delegating users to manage other users' expenses
      • Editing approved documents in business central
      • New business vendor feature
      • Field type improvements
      • Payment type
      • Resize the document attachment page
      • Description field extension
      • Better validation of number series and source codes
      • Payment type UI improvements
      • Portuguese localization
      • Continia notifications
      • Purchase Contracts module
      • Polish localization
      • Improved payment details
    • Expenses
      • Export of expense attachments for VAT refund
      • VAT amounts more visible
      • VAT sales tax input from expense users
    • Credit card transactions
      • Ability to approve and post expenses without importing transactions
      • Importing own credit card transactions
      • New credit card agreement activation flow
    • Mileages
      • Support for the 60-day rule
      • Mileage receipt VAT calculation improvements for the UK market
    • Per diems
      • Per diem trips across different countries with different rates
      • Norwegian per diem rules
      • More accurate calculation of per diem sub-rates
      • Support for the German 3-month rule
    • Expense reports
      • Pre-approval of expense reports
    • Document approval
      • Option of making the approval flow different from Continia Document Capture
      • Configurable messages
    • Expense mobile app and portal
      • Configuration of field dependencies in the Expense App and the Expense Portal
      • Notifications in the Expense App
      • Saved receipts improvements
      • Receipts list
      • AI Receipt Scanner
      • Matching variance settings synchronization from Business Central to Continia Online
      • Improved currency OCR recognition by matching against ISO codes
      • Autofill in the Expense App and Expense Portal
    • Platform and technology
      • Signing in with SSO via Azure Active Directory
      • Support for the Business Central Universal Code Initiative
      • Support for local file system storage with the Business Central Universal Code Initiative
      • Cue improvements in the Role Center
      • ESG expense types for carbon footprint registration
      • Autozoom in Business Central add-in
    • Previous release plans
      • Overview
      • 2023 release 1
      • 2022 Release 2
      • 2022 Release 1
      • March 2021 to March 2022
      • March 2020 to March 2021
    • Detailed changelogs
      • Overview
      • Expense Management 2023 R2
      • Expense Management 2023 R1
      • Expense Management 2022 R2
      • Expense Management 2022 R1
      • Expense Management 2021 R2
      • Expense Management 2021 R1
      • Expense Management 2020 R2
      • Expense Management, old versions
      • Web Approval Portal
      • Expense Mobile App
      • Expense Portal
      • Detailed changelog for Docs
  • Getting started
    • Getting started with Expense Management
    • Automatic import of credit card transactions
      • Overview
      • Activating credit card agreements
      • American Express
      • Mastercard
      • Visa
      • Eurocard
      • Other cards
      • Manual file import
    • Overview of business functionality
    • Trials and subscriptions
    • Frequently asked questions
      • Frequently asked questions
      • Minimum requirements
    • Help and support
    • Continia Notifications
    • Resellers and partners
      • Overview
      • Becoming a reseller
      • Finding a reseller
  • Setting up Expense Management
    • Overview
    • Setting up general business functionality
      • Overview
      • Approver setup for Expense Management
      • Expense user setup for Expense Management
      • Expense user group setup for expense management
      • Setting up the Continia users default setup
      • Setting up reimbursement methods
      • Setting up job queues
      • Setting up fields
      • Setting up payment types
      • Setting up field dependencies
      • Using jobs and job tasks
      • Setting up user delegation
      • Setting up document storage
      • Handling fees
      • Setting up transaction templates
    • Setting up expenses
      • Overview
      • Setting up expense types
      • Setting up company policies for expenses
      • Setting up VAT/sales tax input from expense users
    • Setting up mileages
      • Overview
      • Setting up mileage vehicles
      • Setting up mileage rates
      • Setting up company policies for mileages
      • Setting up the 60-day rule
      • Setting up mileage to deduct distance between home and office
      • Mileage VAT calculation (UK)
    • Setting up per diems
      • Overview
      • Setting up per diem groups
      • Setting up per diem rates
      • Setting up per diem trips across different countries with different rates
    • Setting up expense reports
      • Overview
      • Setting up pre-approval of expense reports
    • Setting up web approval
      • Overview
      • Enabling the portal (online)
      • Enabling the portal (on-premises)
      • Configuring users for the portal
      • Customizing the portal
    • Setting up document approval
      • Overview
      • Approval sharing
  • Business functionality
    • Overview
    • Basic concepts in Expense Management
    • Expenses
      • Overview
      • Submitting expenses
      • Posting expenses
      • Reimbursing expenses
      • Reopening expenses
      • Moving an expense to another company
      • Downloading expenses from Continia Online manually
      • Adding a business vendor
      • Creating tax reports
    • Mileages
      • Overview
      • Submitting mileage expenses
      • Posting mileage expenses
      • Reimbursing mileage expenses
      • Reopening mileage expenses
      • Moving a mileage expense to another company
      • Downloading mileage expenses from Continia Online manually
      • Enabling taxable rates for mileage
    • Per diems
      • Overview
      • Submitting per diem expenses
      • Posting per diem expenses
      • Reimbursing per diem expenses
      • Reopening per diem expenses
      • Moving a per diem expense to another company
      • Downloading per diem expenses from Continia Online manually
      • Enabling taxable rates for per diem
      • Enabling multiple destinations for per diem
      • Enabling multiple accommodations for per diem
      • Enabling or disabling allowances for per diem
    • Approvals
      • Overview
      • Approving documents
      • Approval sharing
      • Rejecting documents
    • Expense Mobile App
      • Expense Mobile App notifications
      • Images in the Expense Mobile App
    • Credit card transactions
      • EM bank account reconciliation
      • Importing transactions with custom templates
    • Purchase contracts
      • Overview
      • Creating purchase contracts
      • Purchase contract reviews
      • Approving expenses based on a contract
      • Viewing the purchase contract archive
  • Development and administration
    • Overview
    • Understanding Continia Core
    • Feature Management
    • Supported countries and languages
    • Expense Management permissions
    • Using your Microsoft 365 account to sign in
    • Development and customization
      • Overview
      • Scope of support services
      • Accessing the source code
      • Customizing your storage
      • Event publishers
        • Overview
        • Event publishers 12.00
        • Event publishers 11.00
        • Event publishers 10.00
        • Event publishers 9.00
        • Event publishers 8.00
      • Requesting events and external functions
    • Setting up Azure Blob storage
    • Online
      • Using Continia Solution Management
      • Installing the Expense Management app
      • Upgrading to the latest version
      • Minimum requirements
    • On-premises
      • Installing Expense Management on-premises
      • Installing Business Central upgrades
      • Comparison of features
      • Supported NAV and Business Central versions
      • Supported countries and languages (FOB)
      • Managing solutions
        • Managing licenses
        • Managing solutions
        • Modules for Expense Management
      • Deployment
        • Minimum requirements
        • Web Approval Portal requirements
        • Software lifecycle policy
        • Configuring the Continia File Service
          • Overview
          • Installing the Continia File Service
          • Configuring the Continia File Service
          • Setting up the Continia File Service in Business Central
      • Upgrade
        • Overview
        • Upgrading Expense Management (app)
        • Supported upgrade paths (FOB)
        • Expense Management 2023 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 2.60–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00–11.00
              • Manual upgrade
              • Automated data upgrade
        • Expense Management 2023 R1 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 2.60–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-10.00
              • Manual upgrade
              • Automated data upgrade
        • Expense Management 2022 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 2.60–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
            • From versions 8.00-9.00
              • Manual upgrade
              • Automated data upgrade
        • Expense Management 2022 R1 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 2.60–6.50
            • From version 8.00
              • Manual upgrade
        • Expense Management 2021 R2 (FOB)
          • Upgrade overview
          • Application and data
            • From versions 2.60–6.50
            • From version 7.00
              • Manual upgrade
              • Automated data upgrade
        • Expense Management 2021 R1 (FOB)
        • Upgrading NAV/Business Central
          • Overview
          • Upgrading to v14 (FOB-based)
          • Upgrading to v17
          • Upgrading to v18
          • Upgrading to v19
          • Upgrading to v20
          • Upgrading to v21
          • Upgrading to v22
          • Upgrading to v23
        • Migrating from on-premises to cloud
  • Compliance
  • Continia Docs
  • Continia Expense Management
  • Setting up Expense Management
  • Setting up document approval
  • Overview

Setting up Document Approval

  • 28/01/2022
  • 1 minute to read

Continia Expense Management offers a wealth of ways to customize document approval to suit your particular organization. Check out the table below for a list of relevant links:

ToSee
Set up automatic approval sharing, including Out of Office for approversSetting up Approval Sharing
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