Version overview

Version highlights

• Manual transactions import tool – makes it possible to manually import transaction files that have been exported from your own online bank account (provided that exporting transaction files is allowed by your bank). 

• Delegation in Expense App and Portal – delegated users can now create and manage expenses, mileages, and per diems for others in the Expense App and the Expense Portal as well as in Business Central.  

• Customize the Expense App – enables companies to insert their own logo in the Expense App. 

• Support for Microsoft 365 Login – enables expense users to sign in to both the Continia Expense Portal and the Continia Expense App via Azure Active Directory (AD) using the same email and password combination.

Watch a YouTube playlist with video walkthroughs of some of the major news in version 7.00 here:

What's New version 7.00

Version highlights

Setup    

• A reminder message is issued to add mileage and per diem rates for the upcoming year 14 days before year-end. If new rates have not been added, all mileage will be marked with a comment that the amount has been calculated on a rate that is older than a year. This warning will raise awareness at the posting time, where an extra confirmation will be necessary.  
  
  
• In the Field Types, when filtering the lookup values, it is now possible to add filters on a field of type Option. Multiple options will then be able to be selected, compared to the past versions where only one value could be selected for filtering. A new option field "Release Notification Method" is replacing the Boolean field "Send Release to App". The options are Never, Instantly, and Scheduled. 

User interface 

• Titles added to all pages in the setup wizard.  
  
  
• Redesign of the Expense Management Setup Wizard.  
  
  
• Redesign of the Setup page to optimize the setup process.  
  
  
• The Setup Wizard doesn’t add default RoleCenters anymore.  

• Simplification of the Setup Wizard as it creates the RoleCenter automatically. 
  
  
• The Setup Wizard will automatically create the demo bank agreements, in a demo installation, as opposed to the past when user input was needed. 
   
• A new page was added in the Expense Management Setup to set up the Approval Portal. The setup of the Approval Portal will no longer be included in the setup Wizard.  
  
  
• The” Default Web/App Language” field has been removed from the Setup wizard. ENU will be set as the default language. It can still be changed from the Expense Management Setup. 
   
• The field “Limited Role ID” has been removed from the Expense Management Setup. It is implicitly assumed that this user is the user who has "EM-NAVUSER" permission set.  

• Assisted Setup and Manual Setup are available from the Expense Management Setup page.   

History    

Possibility to keep history documents in the cloud (Continia Online). This way all documents can be visible in the Expense App/Portal for up to one year.  

Status Report    

The payment status of documents can be filtered on the Expense Management Status Report.  

Digital Sign    

Possibility to sign the attachments digitally. This is especially relevant for the Spanish market where this is a legal requirement.  

File Storage    

• Possibility to extract all the expense attachments in an archive file. This is relevant for VAT claims. The documents can be exported from the posted Expense and Settlement pages.  
  
  
• Possibility to store attachments in Azure Blob Storage.  

Changes in version 6.50.02  

Possibility to refund the Continia users via the Employee ledger entries. In the past Continia users would have been able to be refunded only by creating a Vendor. Both options are still available but only Employee posting will have priority over the Vendor. This feature is only available from MS Dynamics NAV 2018. 

Watch a YouTube playlist with video walkthroughs of some of the major news in version 6.50 here:

What's New version 6.50

Version highlights

• Per Diem - possibility to configure special rates for the first and the last day or sub rates shorter than one day. Per Diem is available in all the environments: Continia Expense App, Continia Expense Portal, Continia Approval Portal and Microsoft Dynamics Business Central. 

• Sales Tax - The Canadian Sales Tax amount can be handled by the expense user from the Expense App. When using Purchase Invoice, it will update the value of the Tax Amount to the amount specified by the user (not available as an app yet). Extra fields to support the Canadian Sales Tax: “VAT Amount”, “Tax Area Code”, “Tax Group Code” were added.  

• General  - upon exporting users, the messages showing now include the number of companies from where users were exported.  

• Settlement  - The fields “Departure Date/Time“and “Return Date/Time” were introduced on the Settlement. A warning comment is raised when an Expense, Mileage or Per Diem has dates outside the period of the Settlement dates. 

Version highlights

Bank Transaction    

• Support for privately handled corporate credit cards (for example, EUROCARD).  
• The user has a corporate credit card but handle payment for this.  
• A credit card can now be shared between multiple users, by assigning the credit card to more users. Manually input will be required for distributing the bank transactions to the right users.  

Approval    

• Mileage attachments can now also be added from the Approval Portal.  
• When sending welcome and approval emails, the Continia Online Portal URL is now based on the current environment (Production, Demo or Development)    

Integration    

• Integration for expenses in the Danish Dataløn payroll system. Previously, only mileage was supported.  

Mileage    

• Attachments can now be added to mileage by enabling “Allow mileage attachment” in the Expense Management Setup.  
• Mileage details can be opened from an action in the Settlement subpages.  

E-mail    

• The welcome e-mail now contains a more general URL for the Expense Management Mobile App.  

Setup    

• Dimension Project in configured fields has been added.  
• Changed the sorting order of the configured fields: Currency is now after Amount.  
• "Expense User Groups" has been added to the menu suites. 

Bank Transactions    

• A credit card can be marked as “User Paid Credit Card” from inside the application in situations where the bank cannot provide the information.