Setting up PeopleSoft Expenses for Text Messaging

To receive text messages and receipts into PeopleSoft Expenses from Twilio, you need to:

• Configure the Expenses Definition — Business Unit 1 page to allow customer to select whether the employee belonging to the business unit can send text message via Twilio. See Expenses Definition - Business Unit 1 Page

• Setup Twilio Account. See Expenses Definition - Text Message Page.

  Text Message page allow organizations to setup a Twilio account and the text message format that should be used by employee to send the message to Twilio

• Specify the mobile phone number that will be used by employee for the text messages. See Employee Data Page (Employee Self-Service)

• Map expense types description to expense types. See Expense Type - Text Message Page

• Set up the process scheduler to retrieve and delete text messages from Twilio. The process will run based on a single Business Units or multiple Business Units. You can setup the frequency as how often the message should be extracted from Twilio. For additional information about running processes, see PeopleTools: Application Engine.