Expenses

Submit employee expenses and use our streamlined approval flow to pay-out claims

21 articles in this collection
Written by Julianna Markova, Daniels Korens, and Oliver Cook

Expenses - the basics

Written by Oliver Cook
Updated over a week ago

Set up Expenses

Set up Expenses

A collection of guides to help you get set up with Expenses, including expenses permissions, expenses groups, and expenses categories.

Written by Oliver Cook
Updated over a week ago

General settings in Expenses

Set up expenses groups, expenses administrators and payment handlers.

Written by Oliver Cook
Updated over a week ago

Set up expenses permissions

Allow who you want access to the Expenses module as well as Expenses settings and reports.

Written by Oliver Cook
Updated over a week ago

Set up expenses groups

Create groups to allow employees to add expenses.

Written by Oliver Cook
Updated over a week ago

Set up expenses approvers

Choose who you want to approve expenses requests from employees.

Written by Oliver Cook
Updated over a week ago

Set up expenses categories

Create additional categories for your expenses.

Written by Oliver Cook
Updated over a week ago

Set up payment types

Create the different ways someoene could pay for their expenses.

Written by Oliver Cook
Updated over a week ago

Employees using Expenses

Add an expense

How to add a new expense.

Written by Oliver Cook
Updated over a week ago

View added expenses

How to view your expenses and edit an expense if required.

Written by Oliver Cook
Updated over a week ago

Submit an expense

How to submit an expense.

Written by Oliver Cook
Updated over a week ago

Link an expense to a business trip

Submitting your Expense with associated time off record (Business trip)

Written by Daniels Korens
Updated over a week ago

Managers using Expenses

Expenses overview (for admin users)

An overview of the Expenses module for administrator users.

Written by Julianna Markova
Updated over a week ago

Approve an expense

How to approve or decline an submitted expense.

Written by Oliver Cook
Updated over a week ago

Pay out an expense

How to pay out an approved expense.

Written by Oliver Cook
Updated over a week ago

Managing the Expenses module

Add an Expenses administrator

Assign admin access for the Expenses module.

Written by Oliver Cook
Updated over a week ago

Add an Expenses group

How to create new Expenses groups.

Written by Oliver Cook
Updated over a week ago

Add an Expenses group manager

An Expenses group manager can approve and payout expenses

Written by Oliver Cook
Updated over a week ago

Add employees to an expenses group

How to give employees access to submit expenses to Sage HR.

Written by Oliver Cook
Updated over a week ago

Control who who handles expense payouts

Select whether payouts are handles by expense group managers or expenses admins

Written by Oliver Cook
Updated over a week ago

Show VAT on expenses

How to enable a VAT field when submitting an expense

Written by Oliver Cook
Updated over a week ago