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Getting Started with TruvioSense​

This guide walks you through installing and setting up TruvioSense in your Business Central environment.

Before you begin, make sure you have:

  • Microsoft Dynamics 365 Business Central version 26.0 or later
  • ExFlow - Accounts Payable Automation extension installed
  • Administrative access to Business Central
  • At least 3–6 months of historical invoice data for best results

IT Admin Setup Guide​

The first section of this guide is intended for IT administrators who are preparing a Microsoft Entra tenant for the Truvio Core API integration.

To enable secure communication between the TruvioSense AI service, a dedicated service user needs to be created.

Before the service user can sign in​

Before the service user can sign in from the ERP to the Core API, an IT administrator must:

  1. Ensure a dedicated service user exists in Microsoft Entra ID that will be used to authenticate from the ERP.
  2. Grant tenant-wide admin consent to the Truvio Entra application.
  3. Assign the Truvio.SubscriptionService app role to the service user.

Once these prerequisites are complete, the service account can be used to sign in from the ERP to connect to the Core API.

Prerequisites​

  • An account with permission to grant tenant-wide admin consent for applications in Microsoft Entra (typically a Global Administrator or Privileged Role Administrator).
  • Access to the Azure portal with rights to manage Enterprise applications in your tenant.
  • A service user available in Microsoft Entra ID (create one if it does not already exist).

This guide describes the steps a Microsoft Entra administrator must complete before a user can sign in from the ERP to the Truvio Core API.

Step 1: Prepare a Service User in Entra​

Create (or identify) a dedicated service user in Microsoft Entra ID that will be used to authenticate from the ERP to the Core API.

The service user should be a standard member account in your tenant. Treat the credentials as a shared service identity and store them securely.

As a tenant administrator, open the admin consent link below in a browser and sign in with an account that has permission to grant tenant-wide consent.

Review the requested permissions and click Accept to grant tenant-wide consent.

After consent is granted, the Truvio application will appear in your tenant under Microsoft Entra ID -> Enterprise applications.

Step 3: Assign the Truvio.SubscriptionService App Role to the Service User​

  1. Sign in to the Azure portal.
  2. Navigate to Microsoft Entra ID -> Enterprise applications.
  3. Locate and open the Truvio application that was consented in Step 2.
  4. Go to Users and groups -> Add user/group.
  5. Under Users, select the service user created in Step 1.
  6. Under Select a role, choose Truvio.SubscriptionService.
  7. Click Assign.

Only principals that have been assigned the Truvio.SubscriptionService app role will be able to authenticate to the Core API.

Step 4: Sign In from the ERP with the Service Account​

All steps completed outside of ERP system. Next up is to head over to Business Central.

Install the extension​

  1. Open Business Central
  2. Search for Extension Management
  3. Install TruvioSense - Coding & Approvals by SignUp Software AB
  4. Wait for installation to complete
  5. Restart your session if prompted

Run data upgrade and Onboard​

  1. Open TruvioSense - Coding & Approvals Setup
  2. Click on Related --> Run data upgrade to start.
  3. Click on Onboard and follow the steps.

Enable companies​

  1. Open TruvioSense - Coding & Approvals Setup
  2. For each company you want to activate:
    • Set Enabled to Yes
    • Select a Job Queue Category for background processing
    • Confirm Data Upgrade Complete shows Yes

Start with one company to verify everything works before enabling additional companies.

Enable vendors​

TruvioSense works per vendor. You choose which vendors to activate.

Good candidates:

  • Vendors with 20+ historical invoices
  • Regular, repetitive invoicing patterns
  • Consistent coding

Poor candidates:

  • One-time vendors
  • Vendors with highly variable invoice types
  • New vendors with no history

Wait for initial data export​

After enabling vendors, the system exports historical invoices in the background via the Job Queue.

Enable Job handler scheduled in TruvioSense - Coding & Approvals Setup.

  1. The Job Handler runs on schedule (typically every 1–2 hours)
  2. Posted invoices from enabled vendors are sent to the ML service
  3. Monitor progress on the TruvioSense Documents page

The initial export may take several hours depending on data volume. No user action is required.

Verify setup​

After a few hours, confirm that the system is working:

CheckHow
Documents exportedOpen TruvioSense Documents — verify Doc Image Sent = Yes
Vendor statusOpen vendor cards — Status should be blank (no errors)
Job queue runningSearch Job Queue Entries — TruvioSense job should show status Ready
Predictions availableProcess a new invoice in ExFlow Import Journal and click View Predictions (allow 24–48 hours after first export)