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Submit an expense for approval

How to submit an expense to be approved.

Oliver Cook avatar
Written by Oliver Cook
Updated over a month ago

Once you've added an expense, you can submit an expense to your employer. Follow the steps below on how to do this.

📎NOTE: You can only submit an expense for yourself if you've been assigned to an expenses group.

📌TIP: You can also submit an expense using the Sage HR app.

  1. Go to your profile (or the employee's profile if you are an admin or manager)

  2. On the profile menu click Expenses

  3. Click on the Unsubmitted tab

  4. Select the expense that you want to submit.

    📌TIP: You can select more than one unsubmitted expense to submit simultaneously as a bulk expense. This will be processed as a single item.
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    You can't part-approve bulk expenses, so if your approver doesn't want to approve any part of a bulk expense, they will have to decline all of it.

  5. Click Submit selected.
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    Unsubmitted expenses.


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Once submitted, the expense moves to the Awaiting approval tab.

Expenses awaiting approval.

Once you have submitted the expense, the next step is for the expense to be approved by an expenses approver.

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