To get the most from Expenses, we recommend you set up the following functions before using the module.

Before you start

  • Make sure you've set up the Core HR module - Read more >

  • Make sure you've set up the Leave Management module - Read more >

  • Make sure you've added or started a trial for the Expenses module - Read more >


General Settings

Where to go to set up expenses groups, expenses administrators, payment handlers and other expenses settings.


Expenses groups

Put employees and managers in groups to allow them to submit and approve expenses.


Expenses Approvers

Choose who you want to approve expenses requests from employees.


Categories

Create additional categories for your expenses.


Payment Types

Create the different ways an employee could pay for their expenses.


What to do next?

Now you've set up Expenses, you're all sorted to start tracking company expenses.

Before you do that, if you have other additional Sage HR modules, we recommend to get these set up next.

Once you've set up all your active Sage HR modules, if you haven't already sent your employees' welcome emails, you can send them now so they can start using Sage HR - Read more >

📌TIP: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.

If you want to get up to speed with using Expenses, visit our free e-learns in Sage University.

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