Test Additional Capabilities

Confirm that additional Expenses Agent features work as expected for your configuration.

Capability	What to validate
Automatic itemization	Accommodation charges are itemized correctly, itemized amounts correspond to the receipt, and the configured default and itemization-only expense types are used. Test representative receipts with different charge types.
Consolidated corporate card notifications	Expenses are grouped correctly by required action, such as missing receipts, ready to submit, or requiring additional information. Confirm that notification details correspond to the underlying transactions.
Spend authorization	The Spend Authorization field is available when applicable, employees can associate an authorization with an expense, and optional or required behavior follows the configured policy.
Expense location	Available location information corresponds to the configured location level and is retained on the expense. Test the location levels enabled for your implementation.
Expense splitting	Authorized employees can split expenses across accounts, allocations total the original expense amount, and project and task allocation works when applicable. Also confirm that unauthorized employees can’t override account allocations.
Flexible Key Flexfields	Only configured expense override segments are available, authorized employees can provide or override segment values, and the values are retained on the expense.
Monthly and yearly spending limits	Applicable limits are evaluated correctly. Test expenses below, at, and above configured monthly and yearly limits.
Cash advance application	Manual and email-based application works as configured, including default and alternative selection, decline with justification, autosubmission, single and multiple cash advance scenarios, and rejected or withdrawn report behavior.