Once you've added an expense, you can submit it to your employer. These steps are for the Sage HR web portal, but you can also submit an expense using the Sage HR app.
📎NOTE: You can only submit an expense for yourself if an admin has assigned you to an expenses group.
Go to your profile (or the employee's profile if you are an admin or manager)
On the profile menu click Expenses
Click the Unsubmitted tab
Select the expense that you want to submit.
📌TIP: You can select more than one unsubmitted expense to submit simultaneously as a bulk expense. This will be processed as a single item.
You can't part-approve bulk expenses, so if your approver doesn't want to approve any part of a bulk expense, they'll have to decline all of it.Click Submit selected.
The submitted expense moves to the Awaiting approval tab.
Next steps
Once you've submitted the expense, the next step is for the expenses approver to approve the expense.