Administration

Task guides for administrators managing TEM configuration. For day-to-day finance work in Business Central (posting, reimbursing, reporting), see Daily Operations.

Guide	What it covers
Add a new employee	Create the employee record, enable TEM, and create their portal login
Onboard employees in bulk	Import multiple employees and their logins at once
Create a new expense category	Set up a category with posting rules visible to employees
Change an employee's approval routing	Update who approves a specific employee's expenses
Set up a company card agreement	Configure an agreement for a card bank or provider
Enable substitute approval	Configure a delegate to cover approvals while an approver is absent