---
schema_version: "1"
id: ddeeb847dc619c89a142af91a1ac8d7f5f47fdbacad3198eb0232b473ca968ab
title: Employee Expense Management Subagent
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/es_expense_management_topic.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.es_expense_management_topic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d3cba73e01c0f12dafb55314e2a5309a953fecaa63b6a41aa74cdb6ea03278f5
description: Streamline the expense submission and approval process through the HR Service Portal.
products:
  - Service Cloud
release: "264"
---
# Employee Expense Management Subagent

Streamline the expense submission and approval process through the HR Service Portal.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d109147e55">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109147e55 ">To enable agents in Salesforce:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109147e55 ">
            <p dir="ltr">Manage AI Agents AND Employee Service: Agentforce</p>
            <p dir="ltr">OR</p>
            <p style="margin-bottom:0;" dir="ltr">Customize Application</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d109147e55 ">To build and manage HR service agents:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d109147e55 ">
            <p dir="ltr">Manage Agentforce Service Agents AND Manage AI Agents</p>
            <p dir="ltr">OR</p>
            <p style="margin-bottom:0;" dir="ltr">Customize Application</p>
          </td>

        </tr>
      </tbody>
    </table>

## Subagent Details

This topic contains potentially sensitive actions. To use this topic, customize this action according to your business’s security requirements. See [Maintain Trust with Agentforce Actions](https://help.salesforce.com/s/articleView?id=service.service_agentforce_trusted_private_actions.htm&type=5&language=en_US).

To set up the topic, ‌replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, GetExpenseItem named credential, GetPastExpenseReports named credential and the service definition ID for Submit Expense Report.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <tbody>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">API Name</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">EmployeeExpenseManagement</td>

          </tr>
          <tr class="">
            <td class="slds-cell-wrap" style="vertical-align:top;">Included Agent Actions</td>

            <td class="slds-cell-wrap" style="vertical-align:top;">
              <p dir="ltr">
                <a href="https://help.salesforce.com/s/articleView?id=service.es_get_expense_items_action.htm&amp;language=en_US" target="_blank">Get Expense Items</a>
              </p>
              <p dir="ltr"><a href="https://help.salesforce.com/s/articleView?id=service.es_get_past_expense_reports_action.htm&amp;language=en_US" target="_blank">Get Past Expense Reports</a></p>
              <p style="margin-bottom:0;" dir="ltr"><a href="https://help.salesforce.com/s/articleView?id=service.es_submit_expense_report_action.htm&amp;language=en_US" target="_blank">Submit Expense Report</a></p>
            </td>

          </tr>
        </tbody>
      </table>

## Examples of Utterances Classified to This Topic

- “I need to submit a new expense.”
- “Can I view my past expenses?”

## Considerations

- To set up the topic, replace placeholder values in the instruction with relevant values. Use placeholder as the value for category IDs, named credential, and the service definition ID for Submit Expense Report.
- Category ID is ‌the list of expense categories. Add a comma-separated list of expense category IDs.