1. Implementing Expenses
  2. Overview of Setting up Expense Assistant

Overview of Setting up Expense Assistant

The Oracle Expense Assistant is a skill within the Oracle Fusion Applications Digital Assistant that allows users to create and manage their expenses using a conversational experience.

After you enable Expense Assistant, users in your organization can use conversational channels, such as SMS from their mobile phones to perform common expense tasks conveniently. Here are some of the tasks that users can perform using Expense Assistant:

  • Create expense items

  • Modify expense items

  • Check status of expense reports

Before You Start

Here are few tasks you need to do before you can configure Expense Assistant for your users:

  • The expense assistant is included in the ERP product SKU and is available out-of-the-box to the customers. The Expense Assistant is part of the overall Oracle Fusion Applications Digital Assistant (FADgitialAssistant). To extend the out-of-the-box expense assistant or to build new digital assistants, customers are required to purchase the Oracle Digital Assistant Platform for SaaS SKU.

  • You need to setup Oracle Fusion Applications Digital Assistant using the instructions in the Getting Started with Oracle Digital Assistant for Cloud Applications guide. Here is an overview of the instructions that you need to perform to set up the Digital Assistant:

    1. Identify users in your organization who you want to give access to the Digital Assistant platform and assign them roles, such as service administrator, service developer, or service business user. Refer to the Digital Assistant User Roles topic of the Configure Digital Assistant chapter in the Getting Started with Oracle Digital Assistant for Cloud Applications guide.

    2. Log in as ODA Service Administrator, select the latest version of Oracle Digital Assistant, and train the digital assistant. Refer to the Access and Set Up Digital Assistant topic of the Configure Digital Assistant chapter in the Getting Started with Oracle Digital Assistant for Cloud Applications guide.

    3. Configure channels such as Oracle Web, Microsoft Teams, or Twilio SMS to associate them with the digital assistant. See Configure Channels for more information.

  • Once the Digital Assistant is set up, you can configure Expense Digital Assistant using these steps:

    1. Schedule and run the Synchronize Financials Objects for Database Search process. This process creates a repository of merchants used by the employees to aid in expense type derivation.

    2. Set up Expense Assistant.

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