Creating expenses is the first step towards managing your business expenditures efficiently. Sage Expense Management offers a variety of convenient channels to capture your spending, streamlining your process no matter where you are or how you prefer to work. This article guides you through each of these channels, helping you choose the best method for your needs.
Through Sage Expense Management Web App
The Sage Expense Management web app (https://app.fylehq.com) provides a comprehensive interface for manually creating and managing your expenses.
Click on Add Expense. You can choose to instantly open a blank expense form or select a specific expense type (e.g., mileage, per diem).
Upload Receipts: Drag and drop your receipt image or click to browse and upload from your computer. Sage Expense Management supports common formats like JPG, PNG, and PDF. You can add multiple receipts to a single expense.
If the receipt images are not present in proper orientation, you can always correct the orientation by rotating the receipts and save it.
Enter Expense Details: Sage Expense Management's AI automatically extracts key information from uploaded receipts, such as amount, currency, and merchant. Review and edit these details as needed. Fill in any mandatory fields marked with a red asterisk (*).
Save the Expense: Click on Save to store the expense. It will then appear under the Unreported tab in the Expenses section, ready to be added to an expense report.
Through Sage Expense Management Mobile App
The Sage Expense Management mobile app (available for iOS and Android) allows you to create expenses on the go.
Click on the camera icon on the bottom navigation bar to instantly capture receipt or tap the + (plus) icon.
Choose your expense creation method:
Capture Receipt: Use your phone's camera to capture a picture of your receipt. Sage Expense Management automatically extracts the details.
Add Manually: Enter receipt and expense details manually.
Add Mileage: Log your business trip mileage.
Add Per Diem: Add your daily allowance (if applicable).
Review and Save: Review the captured or entered details, fill in any mandatory fields, and tap Save.
Through Email Forwarding
Forward your email receipts directly to Sage Expense Management
Locate your Sage Expense Management Mail: Find your unique Sage Expense Management Mail address in your Profile settings within the web app.
Forward the Receipt: Forward the email containing your receipt to your Sage Expense Management Mail.
Review in Sage Expense Management: Sage Expense Management automatically creates an expense from the forwarded receipt. Review the details and add any missing information in the web or mobile app.
Important Tip: Add secondary email addresses in your Profile settings to forward receipts from personal or other business email accounts.
Through Text Message
Quickly create and code expenses via text message.
Opt-in to Text Messages: Enable text messaging in your Sage Expense Management app settings.
Send the Receipt: Text a picture of your receipt to Sage Expense Management
Code via Text: Respond to Sage Expense Management's text prompts to code the expense with category, project, and other details.
Through Gmail and Outlook Integrations
Integrate Sage Expense Management with your Gmail or Outlook account for seamless expense creation.
Install the Extension or Add-in: Install the Sage Expense Management extension for your browser (Chrome or Edge) or the Sage Expense Management add-in for Outlook.
Create Expenses from Email: Open the email containing the receipt. Click the Sage Expense Management button within your email to create an expense directly from the receipt. Sage Expense Management automatically attaches the receipt and extracts the details.
Through Slack Integration
Create and manage expenses without leaving Slack.
Connect Sage Expense Management to Slack: Connect your Sage Expense Management account to your Slack workspace (see the Sage Expense Management app on Slack article for instructions).
Create Expenses: Use the /expense-form command to create expenses and attach receipts within Slack.