Configuration
Task guides for setting up and maintaining TEM after the initial Getting Started setup is complete: managing employees, categories, approval routing, and optional setup (employee profiles, approval policies, mileage, per diem, company cards). For day-to-day finance work with expenses (reviewing, posting, reimbursing), see Daily Tasks and Processes.
Employees and access
| Guide | What it covers |
|---|---|
| Add a new employee | Create the employee record and enable TEM |
| Onboard employees in bulk | Import multiple employees at once |
| Set up employee profiles | Group employees under shared categories, limits, and policies (optional - a default profile is supplied) |
| Set up approval policies | Define multi-level or threshold-based approval (optional - default routing goes to the employee's approver) |
| Change an employee's approval routing | Update who approves a specific employee's expenses |
| Enable substitute approval | Configure a delegate to cover approvals while an approver is absent |
Categories
| Guide | What it covers |
|---|---|
| Create a new expense category | Set up a category with posting rules visible to employees |
Optional features
| Guide | What it covers |
|---|---|
| Set up mileage | Configure mileage rates, transport options, and per-employee vehicles |
| Set up per diem (Pro) | Configure the per diem calculation rule, rates, and destinations |
| Set up company cards (Pro) | Configure agreements, cards, and transaction import |