Continia expense Management Control receipts and credit cards ALL DIRECTLY FROM INSIDE MICROSOFT DYNAMICS NAV.

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Presentation transcript:

Continia expense Management Control receipts and credit cards ALL DIRECTLY FROM INSIDE MICROSOFT DYNAMICS NAV

Expense flow TRAVELERS FINANCE APPROVERS Expense Approval app app Dynamics NAV Reminders Expense portal Approving Approval portal Transactions Dynamics NAV Transactions Corporate Credit Card Bank

Continia online TRAVELERS FINANCE APPROVERS Expense Approval app app Dynamics NAV Approving Expense portal Reminders Approval portal Continia Online Transactions Transactions Corporate Credit Card Bank Dynamics NAV

Expense Management App Available on Windows Phone, iPhone and Android Capture images of receipts offline Send expenses to Continia Online View status of expenses; Draft, Outbox, Sent, Approved and Rejected Receive Reminders from NAV user if receipts has not been sent

APP START SCREEN WINDOWS ANDROID IPHONE

Expense portal Expense Portal Portal: https://cem.continiaonline.com, any attachments can be added Or send any attachments to e-mail address expense@cem.continiaonline.com E-mail received with link to Web portal, user finalizes expense in browser

CONTINIA EXPENSE MANAGEMENT TRADITIONAL EXPENSE MANAGEMENT Why? CONTINIA EXPENSE MANAGEMENT TRADITIONAL EXPENSE MANAGEMENT Easy for the travelers Registering expenses --> DONE! Take picture, Reminder --> DONE! Finance have control No need to wait for travelers to finish expense reports Complete overview of Expenses Complete overview of Bank Transactions Easy navigate to posted Expenses Time consuming for the travelers Registering expenses Administrative tasks Overview of Expenses Match with Bank Transactions Create report for approval Cost are hidden Overview in separate system 1-2 months in external system before approval and can be imported into NAV

Microsoft Dynamics NAV Control Center in NAV Easy to see the status of each Expense Fields shown in App and Web are fully customizable from within NAV. No developer license required. You even have 10 custom fields if fields you require does not exist. Lookup values are synchronized to App from configurable tables(Department, Fixed Asset, …) Expenses shown in one view with attachments shown Bank transaction automatically matched with Expense and push to travelers Configurable Approval workflow for Expenses, same as Document Capture Approval workflow Send automatic reminders No password maintenance

demo Demo time

IMplementation Implementation time 1-3 Days Versions supported: NAV 2009 R2(Classic and RTC), earlier versions contact us NAV 2013 NAV 2013 R2 NAV 2015 NAV 2016 Dependent on Document Capture v. 4.00.03. A purchase of Document Capture is not required After Document Capture has been implemented Expense Management only adds 2 lines of code in Codeunit 439. No other changes to standard objects Setup Guide, importing and exporting configuration, making it super easy to move from Test to Production environment Many supported banks but not all world wide, we add banks per request. Time spent on this from Continia side will never be invoiced to the customer or implementing partner.

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