Understanding Text Messages Processing in PeopleSoft Expenses

PeopleSoft Expenses provides users the ability to send expense information together with expense receipt or expense receipts by itself via text message without having to log in into PeopleSoft Expenses. This is possible by PeopleSoft Expenses integration with Twilio.

A user may send expense detail, take a picture of a receipt and immediately send that to Twilio via a text message. When the message is received, the process scheduler set up in PeopleSoft identifies the message by the user phone number as defined in the employee profile. PeopleSoft then retrieves the messages from Twilio as defined in the process scheduler based on the BU and Phone number. Text messages that are processed successfully will be loaded into employee's wallet (My Wallet Page).

Expense receipt sent via Twilio without expense detail information will be stored in My Receipts page. Images stored in My Receipts page can be attached to My Wallet or Expense Report at later time. This functionality is only available in Fluid Expenses. Attaching receipts from My Receipts Page is not available in PeopleSoft Classic pages. For more information, see Attaching Receipts in PeopleSoft Fluid