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Truvio Expense Management - Overview​

After completing the initial TEM Setup Wizard, you must finalize the Expense Management setup in Business Central.

This section is intended for administrators responsible for configuring and managing the solution in Business Central. Most administrative tasks are completed during the initial implementation and include defining core Expense Management settings, configuring required parameters, and creating and maintaining users such as submitters and approvers.

This section provides step-by-step guidance to help you successfully set up and manage Expense Management in Business Central. It covers the initial system configuration, core setup areas, and optional features that support your organization’s Expense Management processes.

The Truvio Expense Management - Overview page provides a centralized view of all configuration areas required for Expense Management. All setup tasks are accessed from this single page in Business Central, making it the central hub for managing and maintaining TEM configuration.

  1. In Business Central, use the Search field and search for tem overview (or the full name, Truvio Expense Management - Overview).
  2. Select the page from the search results to open it.
  3. Select the functionality you wish to setup.

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

The following sections describe each setup option in detail and provide guidance on how to configure them.

Page sections​

The Truvio Expense Management - Overview page is organised into the following sections:

  • 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 for common tasks:
    • URL to portal - direct link to the TEM web portal for this Business Central instance
    • Employees - quick link to the Employee list
    • AppsForDynamics365 Login - quick link to the portal logins page