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Getting started

Get TEM running in your environment and confirm it works end to end.

PageWhat it covers
OverviewWhat TEM is and how it fits into Business Central
RolesWho does what: employee, approver, finance, administrator
PrerequisitesLicense key, Global Admin access, GL readiness
SetupThe seven configuration steps, in order - portal connector, wizard, posting groups, balance types, categories, employees, reimbursement
Your first expenseEnd-to-end validation test

Optional setup - employee profiles, approval policies, mileage, per diem, and company cards - is not required to get started (TEM supplies defaults) and can be added at any time from the Configuration section.