To get the most from Expenses, we recommend you set up the following functions before using the module.
Before you start
Make sure you've set up the Core HR module
Make sure you've set up the Leave Management module
Make sure you've added or started a trial for the Expenses module
📎NOTE: If you use Sage HR integrated with Sage Payroll UK, there are different steps to subscribe to Sage HR modules. Trials are also not available with this integration.
General Settings
Where to go to set up expenses groups, expenses administrators, payment handlers and other expenses settings.
Expenses groups
Put employees and managers in groups to allow them to submit and approve expenses.
Expenses Approvers
Choose who you want to approve expenses requests from employees.
Categories
Create additional categories for your expenses.
Payment Types
Create the different ways an employee could pay for their expenses.
What to do next?
Now you've set up Expenses, you're all sorted to start tracking company expenses.
Before you do that, if you have other additional Sage HR modules, we recommend you set these up next.
Provide access to employees
Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR.
📎NOTE: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.
📌TIP: If you want to get up to speed with using Expenses, visit our free e-learns in Sage University.