Introduction to Admin role
Admin is a user that has the features available to view, control and manage the organization's workflow, policies, settings, configurations, and process reimbursements (if applicable). An admin can perform multiple actions on behalf of spenders, approvers, and finance team.
Access to Admin view
As an admin in Sage Expense Management, you can switch to your admin view by clicking on Switch to Admin on the top right of your screen in your Sage Expense Management account. You can switch back to your spender view by clicking on Switch to Spender.
Overview of pages available to Admins
On logging into your Sage Expense Management account, you will land on your admin dashboard. The left panel includes different pages you can access:
Tasks: This is your main dashboard where you can view all your pending tasks.
Spend overview: This page gives you an overview of all the spending in your organization. Read more on Spend overview here.
Reports: This page contains all the reports created in your organization. You can view, approve or process reports from this page. Read more on Reports here.
Corporate cards: This section contains information on all corporate cards and transactions in your organization. You can add, assign and manage cards from this section. Read more about Corporate cards here.
Expenses: This page contains all the expenses created in your organization. You can view, approve or export expenses from this. Read more on Business expenses here.
Copilot [Beta]: This page allows you to interact with Copilot, Sage Expense Management's AI assistant, that helps you get powerful insights on your organization's expenses and answers queries on how to use Sage Expense Management. Read more about Copilot here.
Overview of Admin Settings
As an admin, you can configure and manage your company's Sage Expense Management account using different settings available under your Admin Settings. You can access Admin Settings by clicking on the gear icon in the top right corner of your screen.
The following settings are available:
Account: Set up general account settings, notification preferences, SSO/ IP restrictions, and other advanced settings from the Account section.
Organization: Set up payment mode configuration, projects, categories, departments, cost centers, departments, set up levels or a work hierarchy for your users that is followed for your organization.
Expenses: Configure expense fields, expense rules, policies, mileage, budges, per diem, receipts, taxes, and exchange rates as per your organization's workflow.
Expense Reports: Set up an automatic submission schedule for reports.
Cards: Configure settings related to reconciling business expenses made using corporate credit cards.
Reimbursements: Set your organization's default payment options to reimburse the employees.
Employees: Manage your employee details, and settings, assign roles to employees, assign delegates, enable/disable employees and configure employee form fields.
Integrations: Integrate your Sage Expense Management account with accounting software and HRMS.
Help articles and support
You can always reach out via email to our support team for any queries you may have from the support icon in the top right corner of your screen. You can also find help articles on everything Sage Expense Management here.