Enable the Expenses Agent Feature (Existing Customers Only)

Skip this step if you're a new customer because Expenses Agent is already enabled by default for you.

For existing customers, Expenses Agent is available as an opt-in feature under the Financials offering. Here's how you can enable it:

1. Navigate to My Enterprise > Offerings > Financials > Opt In Features.
2. Enable Expenses Agent Using Document IO Agent for Expenses to proceed with the configuration.