Setup

These steps configure Truvio Expense Management in Business Central, in order. Work top to bottom - each step builds on the ones before it.

Step	What it does
01 - Portal connector	Connect Business Central to the TEM web/mobile portal
02 - Configuration wizard	Set number series, enable mileage and expense reports, set notifications and permissions
03 - Posting groups	Define the GL accounts and tax setup expenses post to
04 - Balance types	Define the credit side - employee payable and company card liability accounts
05 - Expense categories	Create the categories employees pick, with posting setup and SmartExtract
06 - Employees	Add employees and connect them to TEM
07 - Reimbursement	Choose how employees are paid back - payment journal, file export, or vendor

After setup, try Your first expense to confirm the configuration works end to end.

Optional - configure later

These are not required to get started. TEM supplies sensible defaults, and you can add them at any time from the Configuration section:

• Set up employee profiles - a default profile is supplied; add profiles to tailor visible categories, limits, and policies per group
• Set up approval policies - default routing sends each expense to the employee's approver; add policies for multi-level or threshold-based approval
• Set up mileage
• Set up per diem (Pro Edition)
• Set up company cards (Pro Edition)