Quickstart guide for approvers

• 14/08/2025
• 4 minutes to read

Use this quickstart guide if you’re a part of the approval workflow in your company and need to get up to speed with the Expense Management approval process quickly. The articles and videos in this quickstart playlist have been curated and compiled specifically for those working with Expense Management in an approver role.

Whether you are new to Expense Management or have been working with it for a while, the following series of articles and videos listed will have you approving like a pro.

Part 1: Understand the approval process in Expense Management

Use the following reference article and video to gain a better understanding of the approvals process and a greater overview of approvals in Business Central and in the Web Approval Portal.

Part 2: Set up your approval process

To get on your way using Business Central and the Web Approval Portal to approve documents and expenses, read through each of the following articles and watch the video listed.

Part 3: Get started with your approval workflow

Learn about the different parts of your approval workflow via the following articles and videos, so you can enjoy a smooth approvals process every time.

Part 4: Advanced workflow modifications

Tweak your workflow to get approvals processed much more smoothly.

If you've enjoyed this quickstart guide and want to dive a bit deeper into the world of Approvals, try using this guide in tandem with the Continia Learn learning path, Approve documents in the Continia Web Approval Portal (start from the section: Using the Expense Approval portal as an Expense Approver).

Related information

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

Overview of Expense Management quickstart guides
Quickstart guide FAQs
Quickstart guide for admins
Quickstart guide for expense users
Resources for Help and Support