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Connect an employee to TEM

Before an employee can use Expense Management, their Business Central Employee Card must be connected to TEM. This assigns an Employee Profile, links a portal login, and sets an approver.

Option A - Enable multiple employees at once​

Use this option when enabling a group of existing Business Central employees.

  1. From Truvio Expense Management - Overview, select Employees
  2. From the Expense Management tab, select Add Multiple
  3. The Select Users to Add to TEM window opens. For each employee row:
    • Email - defaults from the Business Central Employee Card when it matches the user account
    • AppsForDynamics365 login - select an existing login or choose Create AppsForDynamics365 Login to create one
    • Approver - assign who approves this employee's expenses
    • Selected - tick the checkbox for each employee to include
  4. Click Add TEM to Selected in the action bar, then confirm

Option B - Enable a single new employee​

Use this option when creating a new employee from scratch.

  1. From Employees, select + New and fill in the Business Central Employee Card fields

  2. From the page header, select the Expense Management tab, then Configure for TEM

  3. Work through the setup wizard:

    • Employee Posting Group - select the posting group for this employee
    • Employee Profile - select the profile that controls their expense rules
    • AppsForDynamics365 Login - link an existing login or create a new one
    • Approver - select the portal login of the person who approves this employee's expenses
    • Send Welcome Email - optionally send the employee their login details

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After connecting​

Complete the employee record - see Employee fields.

Using Multi-Entity Management (MEM)? The Business Central User field on each portal login must be set for MEM entity filtering to work correctly. - Multi-Entity Management