Travel & Expense Setup – Overview
After completing the initial TEM Setup Wizard, you must finalize the Travel & Expense 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 Travel & Expense 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 ExFlow Travel & Expense in Business Central. It covers the initial system configuration, core setup areas, and optional features that support your organization’s Travel & Expense processes.
The Travel & Expense Setup – Overview page provides a centralized view of all configuration areas required for ExFlow Travel & Expense. All setup tasks are accessed from this single page in Business Central, making it the central hub for managing and maintaining TEM configuration.
- In Business Central, use the Search field and search for Travel & Expense Setup – Overview.
- Select the page from the search results to open it.
- Select the functionality you wish to setup.
The following sections describe each setup option in detail and provide guidance on how to configure them.