Test Core Expenses Agent Workflows

Confirm that the primary Expenses Agent experience works as expected from start to finish.

Test Automated Expense Creation

Validate that Expenses Agent creates an expense automatically from a forwarded or uploaded receipt.

1. Upload or forward a valid receipt.
2. Verify that the receipt is processed.
3. Verify that the receipt information is extracted automatically.
4. Verify that an expense item is created.
5. Verify that the expense is added to an expense report.

See Enable Automatic Expense Submission.

Test Email-Based Expense Completion

Validate the complete email workflow:

1. Forward a valid receipt.
2. Verify that an expense is created.
3. Verify that Expenses Agent requests any missing required information.
4. Reply with the requested information.
5. Verify that the expense is updated.
6. Repeat until the expense is complete.
7. Verify that the expense is marked Ready to Submit or automatically submitted, depending on your configuration.

Also verify that unsupported updates direct employees to Oracle Expenses.

See How Email-Based Expense Completion Works for details.