Create the Expenses Search Index

Here's how you can create the search index to ensure expense items appear in the Expenses search interface and keep results current:

Note: This is a one-time setup step. You don't need to schedule this process.
  1. Navigate to Tools > Scheduled Processes.
  2. Select Schedule New Process.
  3. Run the following scheduled process:

    • Job: ESS job to create index definition and perform initial ingest to OSCS
    • Index name: fa-fin-exm-expenses
  4. Wait for the process to complete successfully and rerun as needed if changes aren’t reflected on the search page.