Target platform and audience
This one day course targets Expense Management for users of either Microsoft Dynamics NAV or Microsoft Dynamics 365 Business Central on-premise and the cloud.
Prerequisites
A basic understanding of Microsoft Dynamics NAV and Business Central.
What is included
In this course we focus on installing and configuring Continia Expense Management defaults, setting up users for phone app and the Expense Management Portal, configuring expense types, input fields and mileage rates.
The focus then shifts to the capturing expenses through the Expense Management Phone App by installing, logging in and creating expenses, taking pictures, filling in required fields and mileage and submitting it. The Expense Management Portal is also then utilised as an alternative to the Expense Management App.
This is then followed by reviewing and managing expenses directly within NAV or Business Central by means of setting daily allowances, matching transactions and expenses, viewing documents, creating reporting of expenses and missing documentation from the employee. To finish off we look at setting up workflows to either accept, reject, place it on hold, or forward it to another person for review or approval.
Where
Online.
When and how long?
On demand for 6-7 hours.
Get in touch to discuss your training requirements.