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Overview

Truvio Expense Management (TEM) is a cloud-based solution that runs on top of Microsoft Dynamics 365 Business Central. Employees submit expenses, mileage, and per diems through a mobile app or web portal; approvers review submissions from the same interfaces; and the finance team posts and reimburses in Business Central.

Modules​

ModuleWhat it does
ExpensesEmployees photograph receipts and submit for reimbursement or company card reconciliation
MileageEmployees log trips by route; the system calculates distance and applies the configured rate
Per DiemsFixed daily allowances calculated automatically from trip start/end dates and destinations
Expense ReportsGroups of expenses, mileage, and per diems submitted together as one package
Company CardsImports card statements, auto-matches to submitted expenses, routes for approval

How it fits into Business Central​

TEM uses Business Central as its system of record. All setup (employees, posting groups, approval policies) lives in Business Central. When an expense is approved and posted, it flows directly into Business Central's general ledger using standard journal posting. No separate synchronisation step is needed.

Your starting point in Business Central: the Overview page​

Almost everything an administrator configures is reached from a single hub page in Business Central: Truvio Expense Management - Overview. It gathers every setup area - basic setup, categories, profiles, approval policies, posting groups, mileage, company cards, per diems - plus shortcuts to the portal and employee lists.

To open it, search Business Central for tem overview (or "Truvio Expense Management - Overview") and select the page. Since you will return to it often, bookmark it in Business Central so it appears on your Role Center. See Setup overview for what each section contains.

Where to start​

  1. Check Prerequisites - you need a license key, customer ID, and Global Admin access.
  2. Work through the Setup steps in order - each step depends on the previous one.
  3. Run Your first expense to confirm everything is wired up correctly.