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Travel Expenses Overview

Due to the lack of functionality in the Base Code for this particular area, we developed the Travel Orders application. It covers functionalities that are useful when comes to travel order evidence of your employees.

How to Import Travel Expenses Package​

To become acquainted with our Travel Expenses Application, you have to perform a package import. This will allow you to receive specific data based on the package you choose to import.

Important

To avoid replacing your settings within your production environment, it is advisable to use an empty environment or sandbox for package imports. This precautionary measure is due to the fact that the imported package contains data that could potentially substitute your own data and configurations.

Import Steps​

The process of importing a package is straightforward and involves just a few simple steps. You can import the package using the function accessible through a search in the assisted setup.

1. Select Package​

When you're on the Assisted Setup page, select the package.

Package Selection

2. Accept Warning​

Accept warning and click Next.

Accept Warning

3. Select Data Type​

Select type of data and click Next.

Select Data Type

Setup Data Only - It only includes data with the settings.

Complete Sample Data - It includes data with the settings and data for created vendor, chart of accounts, and posted documents. In the General Ledger, you'll find posted transactions.

4. Download Package​

Click Download Package.

Download Package

When downloading for the first time, confirm the prompt by selecting Allow Always.

Allow Always

5. Apply Package​

Check Apply Package and click Next.

Apply Package

6. Finish​

Click Finish to complete the process.

Finish

The package will be ready in a matter of minutes, allowing you to resume your work in Business Central.

Premium Experience Setup​

After completing all steps for importing the package, additional configuration is required under Company Information → User Experience → Premium.

  1. Enter Company Information in the search bar
  2. Adjust the options as shown in the image below
  3. Enable Help Assumes Premium Experience

All features described in the Business Central user documentation assume the Premium experience, which includes the full range of User Experience elements.

Premium Experience

Welcome Banner​

If your role in Business Central is set to Accountant or Human Resources, after installing the Travel Order application you will be able to see the Welcome banner, until you dismiss it.

Welcome Banner

Next Steps​

After importing the package, proceed with: