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Expense claim report

Use this report to manage all expenses in one place.

Oliver Cook avatar
Written by Oliver Cook
Updated over 3 months ago

The Expense claim report is a list all expense claims from all users in your Sage HR company. You can manage them from this report rather than within each employee's profile.

To get to this report, click Reports, click Expenses, then on the dropdown click Expense claims.

As well as see the status of the expenses, you can then do the following on this report:

  • Submit an expense

  • Approve or decline an expense

  • Edit an expense (Click Actions)

  • View an expense (Click Actions)

  • Delete an expense (Click Actions)

📌TIP: You may need to zoom out on your internet browser to see the action options

You can also filter the claim

  • Employee

  • Category

  • Team

  • What the expense was paid with

  • Status

  • Date period

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