Step 02 - Run the Expense Management configuration wizard
Purpose
Configures the core TEM settings: number series for all record types, mileage enablement, expense report enablement, notification frequency, and initial permissions. This is the fastest path to a working baseline configuration.
→ Concept: Expense lifecycle
Before you start
- Step 01 must be complete - the wizard launches automatically at the end of Step 01
- If the wizard did not launch automatically: in Business Central, search for Setup (TEM), then select Setup Wizard from the action bar
Steps
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Click Next to begin
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Number Series - for each record type, either select an existing Business Central number series, create a new one, or choose Use default No. Series to let TEM generate one automatically. Number series control which modules are active: a module is enabled by assigning a number series and disabled by clearing it. The Use Mileage and Use Expense Reports toggles in the following steps work the same way - they assign or clear the number series for those modules.
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Mileage Setup
- Use Mileage - enable if your organisation reimburses employee travel by car, bike, or other personal vehicle
- Account - select the GL account for mileage posting
- Mileage Unit - select km or miles
- Click Next
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Expense Report Setup
- Use Expense Reports - enable to let employees group multiple expenses into a single report (recommended). When disabled, each expense is submitted and approved individually
- No. Series for Expense Report - select or generate a number series
- Click Next
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Notifications - set the frequency for daily summary emails and reminder emails (for unsubmitted drafts, missing Company Card receipts, and pending approvals). Click Next
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Grant Permission
- Assign Business Central users who can view, process, and post expenses
- Assign TEM administrator users
- Click Next
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Click Finish - TEM is now running with a baseline configuration
Decisions that matter here
Expense Reports on or off - enabling Expense Reports lets employees group a trip's expenses together, which simplifies approver review. Disabling it means each expense is a standalone submission; this can generate more approval noise for frequent travellers.
Default number series - using TEM-generated defaults is fine. If your organisation has a specific numbering policy (e.g. all series must begin with a prefix), create the series in Business Central first and select them here.
Validate
After finishing, open Truvio Expense Management - Overview in Business Central. If the wizard completed successfully, the Basic Setup section will show the number series you configured.