Enable the Expenses Agent Feature (Existing Customers Only)

New customers can skip this task because Expenses Agent is enabled by default.

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 Touchless Expenses Using Document IO Agent for Expenses to proceed with the configuration.
   Note: Expenses Agent is the product name used throughout this guide. Some setup tasks may use Touchless Expenses (for example, Touchless Expenses Using Document IO Agent). Both terms refer to the same capability.

To enable email-based expense completion and expense policy inquiries, complete the additional configuration steps in Enable Email-Based Expense Completion and Expense Policy Inquiry.