Validation and Testing

After you configure Expenses Agent, validate the configuration and enabled capabilities before rolling it out to users. You can test across an entire business unit or start with selected users and expand the rollout after validation is complete.

Use these testing topics to prepare your environment, validate the core Expenses Agent workflows, and test any optional capabilities you’ve enabled.

Testing task	What you’ll validate
Prepare for Testing	Choose an entire business unit or pilot testing approach, configure testing notifications, review prerequisites, and determine which scenarios you can test without a corporate card feed.
Test Core Expenses Agent Workflows	Validate automated expense creation from receipts and the end-to-end email-based expense completion workflow.
Test Additional Capabilities	Validate enabled capabilities such as automatic itemization, consolidated corporate card notifications, spend authorization, expense location, expense splitting, Flexible Key Flexfields, spending limits, and cash advance application.
Complete the Functional Testing Checklist	Confirm that the implementation is ready for broader rollout.