Hassle-Free Expense Handling
Working in finance, e.g., as a bookkeeper, you want a complete, real-time overview of company expenses - sometimes even before everything is approved. Maybe you are familiar with the situation at the end of the month where employees drop off a pile of receipts for you to register manually. The essential functionality in Expense Management ensures that all employee transactions are automatically imported into Business Central, providing you with a complete overview of employee spending.
As an expense user, you can submit your expenses in the unique Continia Expense App or via the browser-based Continia Expense Portal. Just take a picture of your receipt or forward an email, fill out the required fields (only details that aren’t automatically captured from the credit card transaction), and send it directly for approval. You register the purchase instantly and handle your expense reporting simultaneously - no more keeping track of old receipts.
As an approver, you get a daily overview of all expenses and instant insight into all employee spending. Furthermore, you can forward documents and redirect approvals upon being out of the office for a period.
Match Credit Card Transactions with Expenses Automatically
Seamless integration with major credit card providers makes it easy to import credit card transactions, reconcile them automatically with expenses and follow up on missing documentation. Registered credit card transactions are matched with reported expenses. If a receipt is missing for a transaction, the system automatically creates an expense and sends it off to the correct expense user.
The expense will appear in the user's mobile app with a reminder to submit the missing documentation. As soon as the expenditure has been reported, it is sent automatically to Business Central.
The mileage functionality makes it easy to register and submit mileage expenses, either in the mobile app or in the browser-based Expense Portal. The smooth integration of Google Maps ensures that users always get the correct route calculation and are reimbursed accordingly based on rates you control in Business Central.
Adding to the user-friendly overview, the app displays an image of the chosen route. This image can also be viewed in Business Central, along with all other relevant mileage details. For regular routes, expense users can easily create templates for these to save time on manual typing.
Create per Diem
Per diem, or daily calculation of allowances for accommodation and meals, is an integrated part of Expense Management. The feature includes special country requirements and allows users to send in reports directly from the mobile app or from the Expense Portal, by specifying travel period, accommodation, and meals per day. Reimbursement rates, posting account, and rules are all configured in Business Central.