Sage HR

An overview of Sage HR's Expenses module.

Expenses module

Oliver Cook

Daniels Korens

Julianna Markova

Use the Expenses module to submit and approve employee expenses.

Expenses

Add an expense

How to view your expenses and edit or delete them if required.

View added expenses

Edit an expense

Submit an expense for approval

Delete an expense

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

Link an expense to a business trip

Expenses guides relevant to employee users.

Employee guides

How to approve or decline a submitted expense.

Approve expenses

How to pay out an expense that has been approved.

Pay out an expense

Expenses guides relevant to manager users.

Managers guides

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

Set up Expenses

Set up expenses groups, expenses administrators and payment handlers.

General settings in Expenses

Create groups to allow employees to add expenses.

Set up expenses groups

Create additional categories for your expenses.

Set up expenses categories

Create the different ways someone could pay for their expenses.

Set up payment types

Set up the Expenses module

Add an Expenses group

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

Add employees to an expenses group

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

Control who handles expense payouts

How to enable a VAT field when submitting an expense

Show VAT on expenses

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

Add an Expenses custom field

How to submit and approve multiple expense in one go.

Processing bulk expenses

Managing the Expenses module

Expenses reports

Use this report to manage all expenses in one place.

Expense claim report

Reports

Visit Sage HR website

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