Manager View is currently in Beta for selected customers. If you'd like to try it out, please reach out to [email protected] and we’ll be happy to enable it for your account.
Manager View is a read-only dashboard designed for senior managers to view all expenses created by employees under them, based on your organization's hierarchy in Sage Expense Management. It helps with compliance, oversight, and spot-checking, without interfering with the approval workflow.
How is the hierarchy defined?
The Manager View uses Sage Expense Management's primary approver setup to determine reporting relationships. If Employee A’s primary approver is Manager B, and Manager B’s primary approver is Director C - then Director C can view expenses of both Manager B and Employee A, and so on.
Who can access the Manager View?
Only employees who are primary approvers of other primary approvers will be granted access
Access is read-only - no actions (like approve, reject, or send back) can be taken
Admins can enable or disable access to this view via the Admin Settings
How to enable or disable Manager View
Only Admins can enable or disable this feature, using the following steps.
Go to Admin Settings
Navigate to Account → Advanced
Scroll to Manager View
Switch the toggle on to activate the feature
You can disable it anytime using the same setting
Once enabled, Sage Expense Management automatically identifies eligible employees based on your existing primary approver hierarchy and gives them access to Manager View.
How to use Manager View (for eligible users)
Go to your Spender Dashboard and find Manager View tab on the left panel. You can choose between the two available views:
Employee View
Shows a list of employees under your reporting tree
Click on View hierarchy to view the reporting tree in detail. You can also search for specific employees in the tree.
Displays the total number of expenses and total amount per employee
Click on an employee to drill down into their expense list
Expense View
Shows a flat list of all expenses submitted by employees under you
Can be filtered by employee, status, category, date range, and more
You can click into each expense to view full details
Notes: All access is read-only - this page is meant only for visibility and supervision.