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Truvio Expense Management - Overview

The Truvio Expense Management - Overview page is the central hub for configuring and maintaining TEM in Business Central. Every setup area - core settings, posting, mileage, company cards, per diems - is reached from this single page.

To open it: in Business Central, search for tem overview (or the full name, Truvio Expense Management - Overview) and select it from the results.

Tip: Because this is the page administrators return to most often, bookmark it (the Bookmark action in the search results, or the star icon on the page) so it appears on your Role Center.

Page sections​

The Overview page is organized into:

  • Setup - Basic Setup, Expense Categories, Employee Profiles, Approval Policies, Additional Fields, Regions
  • Posting Setup - Reimbursement, Posting Groups, Balance Types
  • Mileages - Setup, Means of Transport, Travel Rates
  • Company Cards - Agreements, Company Cards, Excel Import Definitions, CSV Import Definitions
  • Per Diems - Setup, Periods, Destination Rates
  • Shortcuts - quick links: URL to portal (the TEM web portal for this instance), Employees (the Employee list), and AppsForDynamics365 Login (the portal logins page)

Field-level reference for each area is in the Reference section.