Troubleshooting and Tips

Review the following common troubleshooting steps and practical tips for working with Expenses Agent. These checks can help you identify and resolve typical setup and usage issues to ensure the feature works as expected for your users.

Receipts Not Processing

Verify that:

• The Create Expenses from Email Receipts scheduled job is running at regular intervals.
• Lookups are configured correctly.
• Search indexing has completed successfully.

Expenses Not Created Automatically

Verify that:

• The feature was enabled through Feature Opt-In (for existing customers).
• Business units are enabled for automation.
• Profile options are configured correctly.

Other Troubleshooting Tips

• BU readiness check fails:

  Download the readiness report, fix listed configuration gaps, then rerun readiness (steps must be repeated).

• Can’t see Enable Permission Groups on the role:

  Set profile option ORA_ASE_SAS_INTEGRATION_ENABLED = Yes at Site level.

• Search results missing or stale:

  Rerun the index ingest job with index name fa-fin-exm-expenses.

• Pilot safety:

  Use the test email lookup so pilot notifications don’t reach real users.

• Navigation issues:

  Validate your sandbox is published, and ensure EL expressions have no extra spaces/new lines.

• Irreversible decision:

  BU enablement can’t be undone; plan pilots carefully before broad rollout.