Reset your Sage Expense Management account
Resetting your Sage Expense Management account is useful in case you wish to restart your account with a clean slate. For example, you might be setting up a new accounting integration and want to restart your Sage Expense Management account by removing all existing expenses.
Resetting your Sage Expense Management account results in the following:
All Expenses, Reports, Payments and Advances are deleted from your account.
All Organization level data like Policies, Expense Rules, Projects, Categories, Departments, Cost Centers, Levels, etc. are retained in your account.
All Employee level data like Employee Fields, Approvers, Corporate Cards, etc. are retained in your account.
Thus, resetting your Sage Expense Management account does not affect how your account is configured. It only deletes expense and payment related data.
Before you proceed to reset your Sage Expense Management account, we want you to note:
This action cannot be reverted. Once you reset your account, your data on Sage Expense Management will be permanently deleted.
Only the Owner of the Sage Expense Management account can take this action.
In case your organization has been on Sage Expense Management for more than 12 months, you will not be able to directly reset your account for security reasons. To reset your account, you can drop an email to [email protected] and we will make sure to quickly complete your request.
Here are the steps to reset your Sage Expense Management account:
On the Settings page, navigate to Admin Settings > Account > General
Scroll down to find the Reset Organization tab.
Click on Reset.
Confirm the reset by typing in the correct keywords. On confirming, your account will be reset successfully. Once again, please note that this action cannot be reverted.
Delete your Sage Expense Management account
In case you ever wish to delete your Sage Expense Management account, you may do so by following the steps mentioned below. Though we hate to see users go, we have made it extremely easy to do so when the situation arises.
Before you proceed to delete your Sage Expense Management account, we want you to note:
This action cannot be reverted. Once you delete your account, all your data on Sage Expense Management will be permanently deleted.
Only the Owner of the Sage Expense Management account can take this action.
In case your organization has been on Sage Expense Management for more than 12 months, you will not be able to directly delete your account for security reasons. To delete your account, you can drop an email to [email protected] and we will make sure to quickly complete your request.
Here are the steps to delete your Sage Expense Management account:
On the Settings page, navigate to Admin Settings > Account > General
Scroll down to find the Delete Organization tab.
Click on Delete.
Confirm the deletion by typing in the correct keywords. On confirming, your account will be deleted successfully. Once again, please note that this action cannot be reverted.