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Expenses
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
About Expenses
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 someone 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