Once you have downloaded the Sage HR app and logged in, you can use it to submit expenses if you have been assigned to an expenses group.
On your Home or Menu page on the app tap the ➕ on the bottom.
You can also add an expense from the expenses page.
Tap New expense.
Enter the relevant information for the expense.
If you have a photo of your receipt, you can add an attachment from your camera roll. Tap Upload attachment and then either take a photo or browse your photos or documents.
Tap Submit.
You are shown a summary of your expense request. You can add another or tap Close.
Once you're done, whenever you browse to expenses, your expense is listed as waiting for approval. Once approved or declined, the status will change.
📎NOTE: The app submits each expense immediately when you add it. You can't save an expense to submit for approval later using the app. To add an expense and submit it later, or to submit multiple expenses together as a bulk submission, use the Sage HR web portal.
📎NOTE: If you need to edit or delete an expense, you must log in to the website version of Sage HR.