Detailed changelog for Continia Expense Management 2022 R2
This article lists all new features and bug fixes for each version of Continia Expense Management 2022 R2.
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Expense Management 2022 R2 Service Pack 5
Released: July 8, 2023
App version: 10.5.0.0
FOB version: 10.05.00
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | A negative expense would be created as a Purchase Invoice instead of a Credit Memo when a Preferable Purchase Invoice was set up. | 52434 |
| Expenses | Posting a Purchase Credit Memo for the business Vendor number (Vendor No. on the expense) would not trigger the automatic payment that had to be applied to that document. | 52803 |
| Expenses | When using the Vendor No. (business vendor) field on expenses, while having a Payment Type with a Vendor (bank account), the following error would have been raised, if the Continia User did not have a Vendor No. specified. The error has been replaced by a more meaningful one. We have fixed the following error when posting a Bank Purchase Invoice (a payment type posting on a Vendor).
| 52821 |
| Expenses | When an expense was marked as non-refundable (personal) and it involved the Vendor No. (business vendor) field, along with a Payment Type linked to a Vendor (bank account), a credit memo was issued to the business vendor. It was not correct to decide the document type based on the No Refund field on the expense, the document type should have always been Invoice for a positive expense and Cr. Memo for negative expenses. Furthermore, the creation of a business vendor document is skipped if the expense is non-refundable and the Payment Type posting Method is Post on the Expense User Account. | 52859 |
| Expenses | When navigating to Find Entries from a Purch. Cr. Memo generated by Expense Management, the expense was not shown in the Related Entries. | 52878 |
| Expenses | When a negative allocated Expense with Vendor Invoice No. was posted, multiple Purchase Credit Memos were created for each of the allocation lines instead of adding multiple allocation lines to the existing Purchase Credit Memo. | 52887 |
| General Application | On a Payment Type when Matched to Expense was set to Never Required, the fields related to the matching (variance, etc.) were not cleared of their values, this resulted in an error later in the process. | 50326 |
| General Application | We have added the missing Lessor Integration objects (.fob) for Business Central April 2019 (BCv14) on the release package. | 52298 |
| General Application | When using the Vendor No. (business vendor) field on expenses, while having a Payment Type with a Vendor (bank account), an automatic payment was intended to happen when the invoice was posted. Instead, the following error would occur, while the invoice would have succeeded to post:
| 52835 |
| General Application | When posting expenses in foreign currencies where the Amount Rounding Precision allows more decimals than the local currency and Post in Expense Currency was enabled. The following error message was stopping the process.
| 54691 |
| General Application | The CEM Pre-Cloud Migration Wizard in the departments, was not searchable. | 54838 |
| General Application | When adding filters on a Field Type, in the No. Of Source Table Filters, the calculated No. of Lookup Values was not updated. The issue was only visually not updated. | 55300 |
| Mileages | The system went into a stage of a never-ending loop, if the date on Starting Distance, to calculate a lower rate than the main rate, was different from the date on the main rate. | 51566 |
| Mileages | When calculating mileage over a certain Starting Distance, the lower rate was not applied. Instead the next year rate was picked up, if this was specified. | 55306 |
Expense Management 2022 R2 Service Pack 4
Released: November 21, 2023
App version: 10.4.0.0
FOB version: 10.04.00
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Credit Card Transactions | When importing transactions via the Transaction Import Journal, the Currency Code on the Bank Transaction will be set to empty if it matches the local currency of the company. | 50454 |
| Expenses | Dimensions on the expense are no longer checked if allocations are present. | 46065 |
| General Application | Configured fields settings like Hide Visibility, Editable and Mandatory were overwritten when clicking Reset to Default Setup in Configured Fields. This was also happening automatically if settings were changed in the Expense Management Setup page. | 47940 |
| General Application | When posting Per Diem in foreign currencies, the exchange rate was calculated based on the current travel day and not based on the posting date. | 48113 |
| General Application | When a user without permissions on Expense Management objects would post a Purchase Invoice, the following error would have prevented him from posting:
| 48344 |
Expense Management 2022 R2 Service Pack 3
Released: June 20, 2023
App version: 10.3.0.0
FOB version: 10.03.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| General Application | In the CH localization, we have introduced the feature of digitally signing expense and mileage attachments. | 45517 |
| General Application | Introducing the new CEM Image Quality (6086520) page, which offers users the ability to customize image size and quality settings. This feature provides the ability to override default values for Picture Size and Picture Quality, providing greater control. | 45546 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Credit Card Transactions | We have addressed an issue where parallel processes downloading transactions could potentially result in duplicated entries in the bank transaction inbox. | 47472 |
| Expenses | In Canadian localization, when a user created expense allocations marked as non-taxable, the system incorrectly allocated them as taxable amounts for sales tax purposes. | 43601 |
| Expenses | On the expense card, the Amount without VAT field now displays the total amount when the VAT calculation type is Reverse VAT. | 46594 |
| Expenses | We have resolved a problem where the default dimensions on Employee were not checked on the expense allocations, leading to occasional errors in specific situations. | 46639 |
| General Application | The UNABLE-DEPR error displayed for a completed document that was later attached to an expense report. | 43696 |
| General Application | To address the issue of posting documents related to an Expense Report being added to Job Queues, we have implemented a prevention measure to disable the posting functionality for such documents. | 45593 |
| General Application | We have reintroduced the email scenarios functionality, which was previously available in version 9.00. | 46078 |
| General Application | When deleting an Expense Report inbox entry, the status is now checked. | 46484 |
| General Application | When processing notification outbox entries, multiple updates of the same documents in Continia Online were sent. | 46514 |
| General Application | When a transaction would automatically match an existing expense, Continia Online was not informed. This was allowing changes to the expense. | 46568 |
| General Application | The reminder e-mail sent to approvers presented the wrong currency on the expense reports when the amounts were in local currency. | 46690 |
| General Application | We have resolved an issue where the "Paid/Reimbursed" filters on the status report were not being properly considered. This bug has been fixed, and the filters now function as intended. | 47481 |
| General Application | Previously, when transitioning from File Storage or Azure to Database, encountering an error during the deletion of old files would result in a complete rollback of the process, leading to the loss of already deleted files. We have now implemented a change to handle each document individually, allowing for the possibility of repeating the process in case of errors and enabling recovery of the deleted files. | 47561 |
| General Application | The issue where the default email scenario was selected instead of the configured one when sending welcome emails has been resolved. | 47699 |
| General Application | The codeunit 6086569 "CEM Update Field Dependencies" in the Job Queue now correctly calculates the lookup values. | 47730 |
| Per Diem | Configured "Billable" field on Mileage or Per Diem no longer gets overwritten to "True" upon download in Business Central. | 46079 |
| Per Diem | When clicking on the "0" value in the Allowance Rates on a Per Diem group, a dialog prompts the user to create a rate automatically. In specific localizations, the new rate has a wrong date format resulting in an error. | 46678 |
Expense Management 2022 R2 Service Pack 2
Released: February 23, 2023
App version: 10.2.0.0
FOB version: 10.02.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Expenses | We are now adding default dimensions on the expense allocations, similar to expenses. | 44141 |
| General Application | We have added OnBeforePost and OnAfterPost events for all the posting routines. | 44680 |
| General Application | We have added the event OnBeforeSendExpenseToUser() in Table 6086330 "CEM Bank Transaction", inside the method MatchAndCreateExpense(). | 45107 |
| Per Diem | We have changed the functionality for Per Diem when using Sub-Rates in such a way that negative amounts are allowed. That is to resolve the issue of the first day amounts, where meals would not have been taken into consideration. To avoid users having to click on all the per diem details, you can chose to set Expense Management Setup -> Allowance given by default. | 38803 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Credit Card Transactions | When deleting a bank transaction a reverse posting would occur. In a case where the payment type was configured incorrectly and the intermmediate account had VAT setup and was also used as balancing account, it was not possible to revert this transaction anymore because of an error like below:
| 43645 |
| Credit Card Transactions | We have fixed a bug which in some cases prevented the Bank Transaction page from opening after an upgrade. | 45222 |
| Credit Card Transactions | We have prevented editing of the payment type on the bank transaction page. | 45223 |
| Expenses | When posting allocations on an expense with the external reimbursement method set up, an error would not allow the expense to be posted.
| 43536 |
| Expenses | We have fixed an issue when detaching an allocated expense from an Expense Report that was causing the following error:
| 44036 |
| General Application | We have fixed a decimal error in the Mileage Rates in the Swedish demo machines. | 43817 |
| General Application | The Role Center was never showing the "Unmatched" transactions queue, unless inbox entries in error existed. | 43975 |
| General Application | After an inbox entry was trying to update a posted document, all the following inbox entries were skipped by marking them as Accepted. | 44410 |
| General Application | We have fixed an issue in the add-in where only the last page was displayed for multi-page pdf files. Furthermore, we are now displaying pdf files using the built-in pdf viewer from the browser. | 44790 |
| General Application | The field "Taxable Meal Allowance" on the Per Diem Rate Details was shown even when taxable Per Diem rates were disabled. Due to this, the calculation was taking taxable rates into consideration. The calculation is changed, as well. Further validations were also added to prevent changing taxable rates when the Per Diem Taxable rates are disabled. | 45143 |
| Mileages | The event OnBeforeCheckMileage was never used Codeunit 6086344 CEM Mileage - Check. Instead, OnAfterCheckMileage was wrongly called from two locations. | 43978 |
| Mileages | When using Taxable rates on Mileage and Per Diem, the amount posted was adding the taxable amount twice. | 44396 |
| Mileages | When attendee mileage rates were used, the mileage amount was not updated in the Expense App/Portal, after a synchronization with Business Central. In this way, the user was seeing an outdated amount. | 45401 |
| Per Diem | We have fixed a bug in the Norwegian demo machine, where the posting setup for "MÅLTID" was missing. | 43822 |
| Per Diem | Whenever using per diem sub-rates, a per diem starting precisely at midnight (00:00) was adding an extra full day allowance to the calculation. | 44537 |
Expense Management 2022 R2 Service Pack 1
Released: December 12, 2022
App version: 10.1.0.0
FOB version: 10.01.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Credit Card Transactions | We've added a filter on the payment type lookup, when assigning a payment type to a credit card from the bank transaction inbox. We've also added additional fields to the lookup, allowing the user to get a better idea on which payment type to select. | 39363 |
| Expenses | We have added the following Event Publishers Codeunit 6086308 CEM Expense Inbox-Transfer
| 41366 |
| Expenses | We have made available the following system fields for expenses and mileage: "Gen. Bus. Posting Group" and "VAT Bus. Posting Group". | 41950 |
| Expenses | We are now delaying the validations for the posting group combinations (General/VAT Posting Setup), allowing for a partial setup on the G/L Accounts. The validations will still occur, though, after all the posting groups are inherited from the G/L Accounts and from the Expense Posting Setup. This will avoid errors similar to the one below.
| 43185 |
| General Application | We have updated the Continia logo in the Status and Tax Report. | 42986 |
| Per Diem | We have implemented a sub-rate calculation for the first and last day on the Per Diem. In the past, the sub-rate was applied only to the last day, according to the remaining hours from the whole trip. | 42922 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | When pressing "Show not matched" on the Reconciliation page, filters were applied only on the left side sub-page, but not on the right-side sub-page. | 41369 |
| Expenses | When posting a matched expense in a system where posting transactions at import was disabled, when the expense currency matches the Bank Account currency, the posting amount was the result of an Amount LCY converted to the Bank Account currency. This was not necessary since the Bank Account currency matches the Expense Currency. | 41807 |
| Expenses | We have added an error message on the expense, if the chosen payment type is missing a Bal. Account No. and Refund User is false. | 42275 |
| Expenses | The Expense Management Rolecenter page was not showing the "Unmatched" transactions. | 42648 |
| General Application | We are now validating the input on "Expense Reminder Code" and "Expense User Group" on the "Continia User Setup". | 29465 |
| General Application | Paid Out Amount was not visible on the Expense Report when having a negative expense. | 40759 |
| General Application | When downloading a document which was ready to be automatically sent for approval but the user didn't have an approver, the synchronization process would have failed with the following error.
| 41481 |
| General Application | When adding an email address written in capital letters (ex: USER@DOMAIN.COM) in the field "O365 Authentication Email in Continia User Setup, the following Expense Inbox error would have occurred, after a synchronization.
| 41690 |
| General Application | When posting an expense report with a very long posting description, you could get the following error message:
| 41776 |
| General Application | When creating Lookup Value Access setup on a child field (for example TASK, related to JOBNO) the rule was never exported to Continia Online, therefore all the values were still available for selection in the Expense App and in the Expense Portal. | 41955 |
| General Application | We have fixed a bug in the document add-ins, where clicking on the add-in on a document with no attachment, would result in a download of a random attachment. | 42313 |
| General Application | The cue "Expense Report Inbox" was not visible in the Rolecenter. | 42399 |
| General Application | We have fixed a bug in the "Upload Company Logo" action on the Expense Management Setup Page, which prevented the logo in being sent to Continia Online, and consequently shown to the app users. | 42717 |
| Mileages | When setting up Expense Management Setup to show extra fields on the "Posted Mileage" and "Posted Mileage Card", the system would have been presenting extra fields for expenses instead. | 41345 |
| Mileages | We have fixed an issue in the attachment viewer on the mileage pages, which would give the following error:
| 41796 |
| Mileages | When opening the posted Mileage card, the wrong comments were shown. | 43230 |
| Per Diem | When only one Per Diem Group would exist, the filed "Per Diem Group Code" was not visible on the Per Diem Card. | 40886 |
| Per Diem | The amount shown on a Per Diem was wrong in the Expense App and Expense Portal when a per diem had multiple currencies. | 42537 |
| Per Diem | When multiple accommodation types were enabled on a Per Diem, the Accommodation Type field was not visible in the Per Diem Details Inbox page. | 43276 |
Expense Management 2022 R2, hotfix 3
Released: November 11, 2022
App version: 10.0.0.3
FOB version: 10.00.03
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | We have fixed a bug on the Expense Report page, which in certain cases caused the page to be very slow in opening. | 42637 |
Expense Management 2022 R2, hotfix 2
Released: November 3, 2022
App version: 10.0.0.2
FOB version: 10.00.02
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | When trying to "Get Expenses" from an Expense Report, when the expense would have been matched, the following error was shown:
| 42497 |
Expense Management 2022 R2, hotfix 1
Released: October 20, 2022
App version: 10.0.0.1
FOB version: 10.00.01
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | When downloading an expense from Continia Online (Synchronize) that is matched to a bank transaction, it would have failed in the Expense Inbox with the following error:
| 42071 |
Expense Management 2022 R2
Released: October 1, 2022
App version: 10.0.0.0
FOB version: 10.00.00
New or changed functionality
| Functional area | Description | ID |
|---|---|---|
| Expenses | For Sales Tax allocation, the sales tax amount will be distributed into multiple lines in the event that an expense has already been allocated. | 38588 |
| Expenses | Expense Allocation action is added to the Posted Expense Card. | 39149 |
| Expenses | To delete a Payment Type is now an option, as long as no un-posted documents are using that Payment Type. | 40335 |
| Expenses | The field Job Line Type has been made editable on the following pages:
| 40916 |
| General Application | In the Spanish localization, the option to create a Purchase Invoice document for the business Vendor, when that is specified, is added. This is done automatically, independently of the settings in Expense Management Setup - Expense Posting, to cover the necessity of VAT regulations and fast integration to SII. | 25690 |
| General Application | The functionality on Field Type Dependencies has been enhanced as to request the expense user to fill-in a text field with specific conditions, for example, if the user choose a specific expense type, the user has to give a reason or specify an external document number. | 26164 |
| General Application | The functionality of Field Type Dependencies has been enhanced. You can now set up dependencies for fields with the type Option. Option fields act like fields of type Code, but with manually maintained lookup values. | 31452 |
| General Application | The Expense Management Setup page user experience has been optimized. | 34678 |
| General Application | The Expense Management Statistics FactBox has been removed from the Continia User Setup page. | 34682 |
| General Application | On the Field Type Card, a new field Parent Field Type Code will show the relation set up in No. of Source Table Filters. | 34704 |
| General Application | Special properties are displayed on the Field Type Card. The code EMPLOYEE NO. is set as Internal System Field meaning that EMPLOYEE NO. can still be used as posting description setup in the Expense Management Setup but cannot be used in Configured Fields. | 38425 |
| General Application | Send Method under General, in the Expense Management Setup page, has been renamed to "Inform User about Approval". The ToolTip is updated accordingly. | 38497 |
| General Application | The E-mail Subject has been moved from the Expense Management Setup / Web Approval page to the Expense Management Setup page. | 38502 |
| General Application | The possibility to resize the factbox area containing the attachment viewer has been enhanced. You can drag and adjust the viewer in all app-based Business Central versions from Business Central 2019 release wave 2 CU1 (BC15.1) to current version. | 39156 |
| General Application | The Manual Setup has been given an option to filter on relevant keywords and see an estimated duration of the setup task. Additional setup pages have been added to the list (BC App only). | 39393 |
| General Application | Cues and Actions on the Rolecenter has been updated to show one Cue per document type. Under document type you will see all documents and their status. Cues only show when Application Area in Expense Management Setup is enabled. | 39588 |
| General Application | The posted approval entries page has been improved to align all approval entries pages | 39799 |
| General Application | The fields, Gen. Bus. Posting Group and VAT Bus. Posting Group have been added to the expense and mileage tabs on the Expense Report Card page. | 41056 |
Bug fixes
| Functional area | Description | ID |
|---|---|---|
| Expenses | Allocations did not inherit standard dimensions from the employee. | 35143 |
| Expenses | On the Payment Types page, the caption "Default Payment Type" has been changed to "Apply to all Expense Users" | 38899 |
| Expenses | An issue has been fixed that was causing decimal differences in the sales taxes appended to the Purchase Invoice when the user would not have changed the sales taxes allocated amount. | 39083 |
| Expenses | An issue in the sales tax was causing the following error to be shown, even though the sales tax differences were within the setup ranges. This has been fixed.
| 39337 |
| Expenses | Digital signing of expense attachments is now enabled in demo environments. | 39582 |
| Expenses | The Expense Report (Settlement) posting date is used to post all the sub-documents on the same date. However, on an expense, the exchange rates were not calculated in regard to that date, but based on the "Document Date". | 41026 |
| Expenses | When validating the expense “Document Date”, a recalculation of exchange rates will happen. | 41027 |
| Expenses | The expense report posting date is used for recalculating the currency exchange rates for expenses. Now amounts are recalculated to reflect currency exchange rates on expenses in an Expense Report (Settlement). Until now, these were only updated at posting time. | 41029 |
| Expenses | An issue has been fixed, resulting in an error where an allocated expense would have an allocation without a Project Task specified when the original expense had a Project specified. The error can be bypassed if the main expense project is removed.
| 41145 |
| General Application | Tooltips have been added to all fields on the Continia User Setup page. | 34676 |
| General Application | The field Approver Name was editable in View mode on the Continia User Setup Card page. | 34815 |
| General Application | Lookup Value Access for Payment Types is automatically maintained by the system. Previously it was possible for the user to change these values, without any effect. | 35144 |
| General Application | If the field DESCRIPTION is not configured on Expense Reports, the user will get the following error message, even if the use of Expense Report is disabled in Expense Management Setup.
| 38875 |
| General Application | From the Expense Setup page, when choosing Manual Setup, the page will only show the entries for Expense Management. Filters for Continia Core setup have been added as well. When choosing Open Manual Setup on Continia Users Default Setup the Expense User Delegation opened. This has been fixed. | 39092 |
| General Application | The issue where it was possible to export O365 users to Continia Online with a blank email address has been fixed. | 39274 |
| General Application | An issue when batch-posting documents, that resulted in the following error, has been fixed.
| 39452 |
| General Application | A bug has been fixed in the Web Client, after updating the status of an Expense Report from its card page and navigating back to the Expense Report list, the Comments, Details and Amount LCY fields could show incorrect values. | 39454 |
| General Application | A permission issue that could result in the following message has been fixed:
| 40808 |
| Mileages | When attempting to modify a mileage rate that is already used for posting mileage entries, you would get the following error message.
| 38492 |
| Mileages | An issue in the Company Policies that was resulting in the following error, has been fixed. The issue was occurring when opening Company Policies from the drill down, on the field.
| 40815 |
| Mileages | A user who has the permission set CEM-NAVUSER, would get the following error when creating a mileage.
| 40953 |
| Mileages | An issue in the mileage calculation, where in a very specific situation, the low mileage rate was wrongly assigned instead of the high rate have been fixed. This happened when a mileage existed in 2 periods and when the sum of the total distance driven by a user was exceeding the low rate. | 41111 |
| Mileages | When exporting configurations through the Expense Management Assisted Setup Guide, decimal values were converted to integers (e.g., 1.23 was converted to 123). This impacted mileage rates. | 42127 |
| Per Diem | In Per Diem Rate, when choosing the Calculation Method "Sub rates" under First and Last Day Setup and entering a number of hours greater than 24 in the Minimum Stay (hours) field, the following error message would occur:
| 38529 |
| Per Diem | When setting the First and Last Day Setup, Calculation Method to Sub rates immediately after creating the Per Diem Rate, you would get the following error message:
| 38538 |
| Per Diem | When posting a Per Diem with reimbursement method = both, you would get the following error. This has been fixed.
| 38762 |
| Platform and Technology | A bug have been fixed in the approval portal, where an approver could experience the following error message when opening an expense allocation:
| 40489 |