Concepts
How the moving parts of TEM work and why - read these before diving into setup or troubleshooting.
| Page | What it covers |
|---|---|
| Expense lifecycle | The full path from draft to reimbursed - who acts at each stage |
| Approval workflow | How policies, profiles, and approvers combine to route expenses |
| Posting and GL | How Posting Groups, Balance Types, and Expense Categories map to journal entries |
| Employee profiles and policies | How profiles group employees under expense rules |
| SmartExtract | AI-powered receipt extraction, Classify, Split, and Deferral |
| Company Card flow | How company card transactions are imported, matched, and settled |
| Per diem calculation | How days, destinations, and deductions produce a per diem amount |
| Mileage rates | How transport options, date ranges, and thresholds determine reimbursement |
| Multi-Entity Management | How the MEM add-on affects filtering, dimensions, and the reimbursement page - relevant only if your Business Central environment uses Binary Stream MEM |
Start with Expense lifecycle - everything else links back to it.