PeopleSoft Expenses provides users the ability to send expense information together with expense receipt or expense receipts by itself via text message without having to log in to PeopleSoft Expenses. This is possible by PeopleSoft Expenses integration with Twilio.
A user may send expense detail, take a picture of a receipt and immediately send that to Twilio via a text message. When the message is received, the process scheduler set up in PeopleSoft identifies the message by the user phone number as defined in the employee profile. PeopleSoft then retrieves the messages from Twilio as defined in the process scheduler based on the BU and Phone number. Text messages that are processed successfully will be loaded into employee’s wallet or my receipts depending on the content of the text message.
Configuration of Steps
Enter Twilio Information – This information will be available on Twilio website when you open an account with Twilio.
Step 2 – Setup Employee for Twilio integration.
Enter employee mobile number in the phone field.
Navigation – Travel and Expense a Manage Employee Data a Update Profile
Node Setup – The external node needs to be setup for Twilio Integration.