Complete the Functional Testing Checklist

Use this checklist to confirm that your Expenses Agent configuration and enabled capabilities are working as expected before you expand the rollout.

Confirm that:

• Users can access Expenses Agent with the expected roles and permissions.
• Forwarded or uploaded receipts create the expected expenses.
• Receipts sent from registered email addresses are associated with the correct employees.
• Email-based requests for missing information update expenses correctly.
• Unsupported email updates direct employees to Oracle Expenses as expected.
• Corporate card transactions are matched and processed as expected, if applicable.
• Expense types match the expected MCC mappings for corporate card transactions, if applicable.
• Completed expenses are included in expense reports according to your configured submission process.
• Submission timing aligns with user preferences.
• Expenses Agent notifications are delivered as expected.
• Approval workflows behave correctly for automatically submitted expense reports.
• Required scheduled processes complete successfully on the expected schedule.
• Required DFFs are deployed successfully.
• The Expenses search index returns the expected results.
• All additional capabilities enabled for your implementation pass testing.

For a pilot rollout, also confirm that:

• Expenses Agent-generated notifications are redirected to the designated test mailbox.
• Standard BPM approval notifications continue to follow the existing approval routing.
• Users outside the intended pilot scope aren’t affected.
• Pilot-specific profile option values are removed when they’re no longer required.

After testing is complete, expand Expenses Agent to additional users or business units according to your rollout plan.