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Action Items

Goal​

Find and clear the issues that Truvio Expense Management (TEM) raises for the finance team to act on - such as a missing or deactivated login behind an approver, or a terminated employee who is still used as an approver or delegate. Left unhandled, these issues can stall approvals.

Before you start​

  • Action Items appear on the Expense Management, Business Manager and Accountant role centers, under the Action Items cue group.

  • Only cues with more than zero items are shown, except Information, which always shows when there are open informational items.

    Action Items role center cues bordered

Steps​

  1. On your role center, find the Action Items group. The cues are grouped by how urgent they are:

    CueMeaning
    InformationFor your awareness. No action is strictly required.
    WarningsSomething should be looked at, but expenses are not yet blocked.
    Action requiredNeeds a response - approvals may be held up until it is resolved.

  2. Click a cue to open the Action Items list filtered to that severity. Each row shows a title, a description of the issue, when it was raised, and who has claimed it.

  3. Select an item and choose Open to jump straight to the record the issue is about - for example the Employee Card, the Approval Policy, or the list of employees affected by a missing login - so you can correct it there.

  4. Optionally choose Claim to signal to colleagues that you are handling the item. Use Unclaim to hand it back.

  5. Fix the underlying issue on the record you opened (for example, assign a valid login, or change the approver or delegate).

  6. The item resolves itself once the underlying issue is gone. You can also choose Resolve to clear an item manually, and Show / Hide Resolved to review items that have already been resolved.

What action items are raised​

Action itemWhat it meansWhere to fix it
Invalid approver login referenceAn Appsfordynamics365 login used by an employee, an approver, an approval policy, or a delegation is missing or has been deactivated.The Employee Card, the Approval Policy, or the affected employees - Open takes you there.
TEM user with inactive employee statusAn employee who is no longer active in Business Central is still being used as an approver or delegate.The Employee Card.

What to check​

CheckWhat it means if wrong
The Action required cue is at zeroOpen items here can hold up approvals until they are resolved.
An item you fixed has cleared from the listIf it is still there, the underlying record was not fully corrected - Open it again and recheck the login, approver, or delegation.