Enable Expenses Agent for Business Units

You must enable Expenses Agent for each expense business unit that'll use automated expense processing.

Here's how you can enable Expenses Agent for a business unit:

1. In the Setup and Maintenance work area, go to the Manage Expenses System Options task.
2. In the Specific Business Units section, select a business unit to edit or create a new one.
3. On the Corporate Options for Expense Report tab, select Check Readiness next to Enable Touchless Expenses.
4. Review the readiness result:
   • If the business unit is ready, set Enable Touchless Expenses to Yes.
   • If the business unit isn’t ready, download the readiness report and update the required configurations.
   Note: Expenses Agent is the product name used throughout this guide. Some setup tasks may use Touchless Expenses (for example, Enable Touchless Expenses). Both terms refer to the same capability.
5. After completing the updates, run the readiness check again and enable the feature.
6. Repeat these steps for each business unit for which you want to enable Expenses Agent.
   Note: Business units created after your initial deployment aren’t enabled automatically. Run the readiness check and enable Expenses Agent separately for each new business unit before users can access the feature.