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 BU:

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 Expenses Agent.
4. Review the readiness result:
   • If the business unit is ready, set Enable Expenses Agent to Yes.
   • If the business unit isn’t ready, download the readiness report and update the required configurations.
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.