Introduction

Having your credit card transactions automatically imported directly into Continia Expense Management is the straightforward way to optimize your business. It helps you keep track of all employee expenses and credit cards and is by far the easiest way to get your transactions into Microsoft Dynamics 365 Business Central. You can either create expenses from imported credit transactions or have created expenses matched with credit card transactions.

The credit card features are part of the Credit Card Transaction module in Expense Management. This means that you must update your subscription and activate the module before going forward. To activate the credit card module, follow these steps:

1. Go to Continia Solution Management.

2. Check if the Credit Card Transactions module is enabled.

   

3. If the module isn't activated, select the Expense Management line.

4. Select Manage > Manage Subscription.

5. Follow the assisted setup guide, and activate the Credit Card Transaction module.

Your options for importing credit card transactions into Expense Management depend on what credit cards you use in your organization.

In general, Continia supports thousands of scenarios and a multitude of banks worldwide. All you need to do is ask your bank if they are technically capable of sending transactions to your Expense Management.

Get a detailed overview of setup requirements for the different credit cards here:

• American Express
• Eurocard
• Mastercard
• Visa
• Other cards