Core Configuration Steps

Use this section as your checklist to turn on Expenses Agent end-to-end, from feature enablement, to Business Unit rollout, to user access and navigation.

The tasks are ordered the way most teams configure: enable the feature, enable it for the right Business Units, grant access, and then verify users can actually find and use it through the home page entry point. Along the way, you’ll also complete a small set of technical steps (DFF deployment and search indexing) that help ensure the Expenses Agent pages load correctly and expense items appear in search.

A few important points before you begin:

• New vs. existing customers: New customers typically start with Expenses Agent already enabled by default, while existing customers must explicitly opt in under the Financials offering.
• Business Unit-based rollout: Expenses Agent is enabled per BU. This allows you to roll out incrementally, but it also means you should confirm readiness and configurations BU by BU before switching it on.
• Receipt-forwarding workflow: Employees typically forward receipts by email instead of manually creating expense entries. Ensure employees know how to register their email addresses and forward receipts so expenses can be created automatically.
• Security and navigation: Ensure users have the required roles and that Expenses menu tiles are configured so users can access the correct entry point.
• Technical setup: Deploy the required DFFs and run the Expenses search index to avoid issues such as missing fields or incomplete search results.

Complete the tasks in the sections below to enable the core functionality of Expenses Agent.