Sage HR

Expenses - the basics

Set up, manage, and use the Expenses module to submit and approve employee expenses.

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 or delete them 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.

How to pay out an expense that has been approved.

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

How to create or amend custom fields for your expenses to enter useful additional information your company requires.