Quickstart guide for Expense Management users

  • 18/08/2025
  • 5 Minuten Lesedauer

Use this quickstart guide if you submit expenses and supporting documentation to your company. You will be guided through how to use the Expense Management Mobile App or the online Continia Expense Portal (use the AU Continia Expense Portal if you're in Australia). The articles and videos in the playlist of this quickstart guide have been curated and compiled specifically for you.

Whether you're new to Expense Management or have been working with it for a while, the following series of articles and videos will help you become familiar with the features of the Expense Management app and portal. You can then use them in accordance with your company requirements, and be able to set up a smooth and efficient workflow.

Part 1: Understand the Expense Mobile App

Before you can use the online Expense Portal, your admin must create an account for you. To use the Continia Expense Mobile App on the go, you must first download the Continia Expense App on your device from an app store.

Articles
1. Overview of the Continia Expense Mobile App
2. Use your Microsoft 365 account to sign in
Videos
1. Anytime, anywhere, anything... almost (0:53)
2. Overview of the Expense Mobile App (1:48)
3. Signing in to the Expense Mobile App with your Microsoft 365 Login (0:37)

Part 2: Get started with your expenses workflow

After your admin has set up an account for you. You can sign in to your Expense Management account via the Continia Expense Portal online, or via the Continia Mobile App, which you can download from your app store.

Articles
1. Creating and submitting expenses in the Expense Mobile App
2. Submitting expenses (sharing expense attachments directly from mobile apps)
3. Submitting mileage expenses
4. Submitting per diem expenses
5. Images in the Saved Receipts list in the Continia Expense Mobile App.
6. VAT/sales tax input from expense users
7. The AI receipt scanner
8. AI receipt scanner improvements
9. Using expense reports in the Expense Mobile App
10. Using expense reports from your browser
11. Allocating expense costs
Videos
1. Using the Mobile Expense App (1:49)
2. Create expenses (2:32)
3. Create mileages (3:08)
4. Create per diems (2:00)
5. Using autofill (2:23)
6. Using the AI receipt scanner (0:41)
7. AI receipt scanner improvements (1:10)
8. Sharing PDFs to Continia Expense Mobile App (1:02)
9. Merging duplicate expenses (0:51)

Part 3: Advanced use of the Expense Mobile App

Use the following articles and video to navigate and get started with the Continia Expense Mobile App.

Articles
1. Autofill the Expense Mobile App and Expense Portal
2. The Receipts list
3. Color codes in the Expense Mobile App history
4. Continia Expense Mobile App notifications
5. Expense attachments visible on the allocation pages in the Expense Mobile App
Video
1. Autofill expense details with Continia Copilot (2:23)

If you've enjoyed this quickstart guide and want to dive a bit deeper into the world of Expense Management, try using this guide in tandem with the Continia Learn learning path for Expense users, Submit and track your expenses with the Expense Management Mobile App.

For more information about the Continia Expense Management quickstart series see:

Overview of quickstart guides
Quickstart guides FAQs
Quickstart guide for Admins
Quickstart guide for approvers
Resources for Help and Support