About this Guide

This guide explains how you can:

• Understand the purpose and capabilities of Expenses Agent.
• Prepare the prerequisites required before configuring Expenses Agent.
• Enable the Expenses Agent feature for new and existing customers.
• Configure Expenses Agent:
  • Complete the core configuration tasks required to configure the feature.
  • Set up security roles and provide appropriate access to users.
  • Configure optional settings that enhance the functionality of Expenses Agent.
• Enable mobile functionality so users can upload receipts and create expenses.
• Validate by testing automated expense creation.
• Troubleshoot common issues that may occur during adoption.