Course Information
- Location:
- Virtual Classroom
- Cost:
- FREE
- Duration:
- 1/2 Day (10:00 - 13:00 GTM)
- Dates:
- See course booking form below
Grow your understanding of Continia Expense Management and learn how to handle expenses in Dynamics 365 Business Central.
This course shows you the whole process, from setting up users to submitting expenses, including Credit Card Transactions. You will also learn how approvals work, both in Business Central and in the web approval portal. By the end, you will feel confident managing the expense process from start to finish.
To ensure fair access to our free training courses, we limit attendance to 2 people per company per course. You are welcome to register additional attendees, and if spaces become available, we will contact you to offer any extra places. If you have questions, contact us at: Digitaltraining@node4.co.uk
Agenda
10:00 Welcome & Introduction
10:15 Introduction to Expense Management
- User Setup
- Expense Types
- Posting Setup
12:30 Submitting Expenses
- Mobile Application
- Portal Application
- Simple Expense
- Expense Reports
12:30 Submitting Mileage
- Mileage Rates
- Simple Mileage
12:30 Bank Transaction
12:30 Approvals
- Approval Setup
- Approvals in BC
- Web Approval Portal
13:00 Summary & Questions