Getting started
Get TEM running in your environment and confirm it works end to end.
| Page | What it covers |
|---|---|
| Overview | What TEM is and how it fits into Business Central |
| Roles | Who does what: employee, approver, finance, administrator |
| Prerequisites | License key, Global Admin access, GL readiness |
| Setup | |
| 01 - Portal connector | Connect Business Central to the AppsForDynamics365 portal |
| 02 - TEM wizard | Basic configuration: number series, mileage, expense reports |
| 03 - Posting groups | Map expense types to GL accounts |
| 04 - Balance types | Set the credit side of the journal entry |
| 05 - Expense categories | Define what employees see and how expenses post |
| 06 - Approval policies | Configure approval routing rules |
| 07 - Employee profiles | Group employees under consistent expense rules |
| 08 - Employees | Enrol employees and create portal logins |
| 09 - Reimbursement | Configure how approved expenses are paid |
| 10 - Mileage | Transport options and reimbursement rates |
| 11 - Per diem (Pro) | Daily allowances and calculation rules |
| 12 - Company cards (Pro) | Company company card integration |
| Your first expense | End-to-end validation test |