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Pay out an expense

Pay out approved expenses in Sage HR. Use the dashboard, employee profile, or expense report.

Written by Oliver Cook

When you approve an expense, you can pay it out. Your expense settings control who can complete payouts.

Pay out from the dashboard

  1. Click Dashboard.

  2. In My tasks, find the expense.

  3. Click Pay out to complete it, or click the cross to decline.
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You can click the eye icon to view expense details. After you pay out the expense, it moves to the Completed tab.

Pay out from an employee profile

  1. Open the employee profile.

  2. Go to the Awaiting payment tab.

  3. Select the expense.

  4. Click Pay for selected, or click Decline selected.

You only see this tab if you're a payout handler.

Pay out from the expense claim report

Use the Expense claim report to manage and pay multiple expenses.

Manage paid expenses

  • You can’t edit a paid-out expense

  • You can delete a paid-out expense using the trash can icon

Paid expenses appear in the Completed tab.

Pay out for a terminated employee

You can’t pay expenses while the employee is terminated.

  1. Go to Reports, then Employee data, then Terminated employees.

  2. Change the termination date to a future date.

  3. Add the employee back to an expenses group.

  4. Pay the expense.

  5. Change the termination date back.

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