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 automatic expense submission is enabled and on the business unit 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

Enable Multi-Attachment Email Processing

Expenses Agent can create expenses from emails that contain one or more receipt attachments.

To enable this capability, configure the following required lookup codes:

Lookup Type	Lookup Code	Purpose
ORA_ERP_CONTROLLED_CONFIG	EXM_36594050	Enables Multi Attachment Processing.
ORA_ERP_CONTROLLED_CONFIG	EXM_39438314	Enables Unwanted Email Notification processing.

After both lookup codes are configured, Expenses Agent can create expenses from emails containing one or more supported receipt attachments.