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Sage Expense Management add-in for outlook

Help Article for Sage Expense Management Add-in on the Browser & Desktop App for Outlook

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Written by Product Team
Updated today

The Sage Expense Management Add-in for Outlook simplifies expense reporting by allowing you to create expenses directly from receipts within your Outlook inbox. This eliminates manual data entry and simplifies receipt attachment. This article explains how to install and use the Sage Expense Management Add-in for both the Outlook desktop and browser app.

Outlook desktop app

Installation:

  1. Open the add-ins store: In the Outlook desktop app, click Store in the Home tab's ribbon.

  2. Search for Sage Expense Management: Search for "Sage Expense Management" in the Add-ins store.

  3. Add the add-in: Select the Sage Expense Management Add-in and click Add.

Usage:

  1. Open the email: Open the email containing the receipt.

  2. Open the Sage Expense Management add-in: Click the Sage Expense Management icon in the email's ribbon. A sidebar will open.

  3. Log in: If you're not already logged in to Sage Expense Management, click Log In! and enter your Sage Expense Management credentials.

  4. Review and edit: Sage Expense Management automatically extracts expense information from the receipt. Review and edit the details, filling in any mandatory fields.

  5. Save the Expense: Click Add Expense to save the expense to your Sage Expense Management account. The receipt is automatically attached.

  6. View in app (optional): Click View in App to open the expense in the Sage Expense Management web app.

Additional actions:

  • Edit: Click the pencil icon to edit a created expense.

  • Delete: Click the trash bin icon to delete a created expense.

Outlook browser app (web version)

Installation:

  1. Open the add-ins menu: In the Outlook browser app, open an email and click the three dots (...) in the top-right corner of the email.

  2. Get add-ins: Select Get Add-ins.

  3. Search and add: Search for "Sage Expense Management" and click Add.

Usage:

The usage of the Sage Expense Management Add-in in the Outlook browser app is identical to the desktop app (steps 1-6 above). The edit and delete actions are also the same.

Note:

The Sage Expense Management Add-in is currently only supported for Office 365 cloud accounts (not on-premise installations).

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Creating expenses on Sage Expense Management mobile app
Sage Expense Management add-in for Microsoft Edge
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