Optional Configurations

The following configurations enhance the functionality of Expenses Agent but aren't required for basic configuration.

Configure Card Payment Due Notifications

You can configure notifications to remind users about corporate card transactions that may be pending.

Here’s how you can create a lookup to enable a card payment due notification scheduled job:

1. In the Setup and Maintenance work area, go to the Manage Standard Lookups task.
2. Create a lookup type as follows:
   • Lookup Type: EXM_SEQ_ENABLE_JOBS

   • Meaning: EXM_SEQ_ENABLE_JOBS

   • Description: Lookup type to enable the Expenses Agent scheduled jobs

   • Module: Expenses

   • REST Access Secured: Secure
3. Add the lookup code as follows:
   • Lookup Code: CARD_PAYMENT_DUE_JOB
   • Meaning: Notify users of credit card transactions that may be pending due
   • Description: Y
4. Save your changes.

Note: Notification timing depends on whether auto-submit is enabled and BU configuration. Defaults apply if not configured.

Configure Company Segment Processing

Disable the company segment for specific business units if your organization doesn’t use this segment. Here’s how:

1. In the Setup and Maintenance work area, go to the Manage Applications Core Profile Categories task.
2. Add the EXM_DISABLE_COMPANY_SEGMENT profile option to the following profile categories:
   • ORA_FND_AUTH_REST_ACCESS
   • ORA_FND_SERVICE_INTERFACE