Best practices
Guidance on configuring TEM well - assumes you have the mental model from Concepts.
| Page | What it covers |
|---|---|
| Designing expense categories | How many categories, when to use SmartExtract, how to write good Posting Group descriptions |
| Approval policy design | Structuring levels, thresholds, and fixed approvers |
| Employee profile design | Segmenting employees, choosing the right number of profiles |
| Reimbursement method selection | Payment journal vs file export vs vendor export |