Sage HR

Expenses - the basics

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

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

Set up expenses groups, expenses administrators and payment handlers.

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

Create groups to allow employees to add expenses.

Choose who you want to approve expenses requests from employees.

Create additional categories for your expenses.

Create the different ways someone could pay for their expenses.

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

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

An overview of the Expenses module for administrator users.

How to approve or decline an submitted expense.

Assign admin access for the Expenses module.

An Expenses group manager can approve and payout expenses

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

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

How to enable a VAT field when submitting an expense

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