Enabling the Web Approval Portal for Business Central (on-premises)

  • 19/11/2025
  • 3 minutes to read

If you have an on-premises installation of Microsoft Dynamics 365 Business Central, work through the following steps to set up the Continia Web Approval Portal. If you have an online solution, see Enabling the Web Approval Portal for Business Central (online)

  1. Search for Search Expense Management Setup.

  2. On the action bar, click Setup > Web Approval, to open the Expense Management Setup / Web Approval page.

  3. Under General, click the field to the right of Continia Web Portal to open the Continia Company Setup page. If you haven't yet enabled the Web Approval Portal, the field says Not configured.

  4. Under Web Portal Code, click the down arrow on the right of the field to open the menu, then click New in the lower-left corner of the menu to open the Continia Web Portal List page.

  5. Under Code, enter a free-text code name for the portal environment you're setting up, then fill in the remaining fields as required.

    Note

    You can create multiple environments, if necessary. However, you can only use one environment at a time per company.

  6. Optional: If you want to enable users of the Web Approval Portal to sign in using their Office 365 credentials, work through the How to set up Business Central on-prem with Continia Web Approval guide (only available to Continia partners).

  7. On the action bar, click Create Web Services > Yes to update all Continia Document Capture web services. You only have to do this the first time you create an environment.

  8. Click OK > Close to save your changes, and close the pages open for the Continia Web Portal List and Continia Company Setup.

  9. On the Expense Management Setup / Web Approval page, on the action bar, click Continia User Setup.

  10. Work through Configuring users for the Web Approval Portal to set up users for the Web Approval Portal.

Pre-requisites to use the Continia Web Approval Portal (on-premises)
How to setup Business Central (On-Prem) with Continia Web Approval (on-Prem) using Office 365 logins (only available to Continia partners)
Configuring users for the Web Approval Portal