Overview
Microsoft has recently updated its APIs to enhance security and identity protection. Due to these changes, the Sage Expense Management Outlook add-in will require additional Microsoft account access to continue to automatically fetch receipt attachments from emails.
If you use the Sage Expense Management Outlook add-in on your browser to track expenses, this change affects you. This article will help you understand:
Why additional access is needed
What happens if access is not granted
How to grant the required access step-by-step
What has changed?
Earlier, the Sage Expense Management Outlook add-in could automatically fetch receipt attachments from emails without any extra permissions. However, Microsoft’s recent updates now require explicit permission before Sage Expense Management can access email attachments.
Without this permission, Sage Expense Management will not be able to retrieve receipt attachments from your emails when you create an expense via the Outlook add-in.
Why does Sage Expense Management need additional access?
To continue providing a seamless experience, Sage Expense Management requires access to fetch email attachments using Microsoft’s Graph API. This allows the Sage Expense Management Outlook add-in to:
Automatically fetch receipt attachments when you create an expense.
Extract key details such as amount, currency, date, and merchant from the receipts.
Attach the receipt to the expense automatically, just as it worked before.
Without this additional access, Sage Expense Management will not be able to retrieve attachments from emails, and you will need to upload them manually from the Web or Mobile application.
How to grant additional access to Sage Expense Management?
Follow these step-by-step instructions:
Step 1: Open outlook and log in to the Sage Expense Management Add-in
Open your Outlook account in a web browser.
Click on the Sage Expense Management Outlook add-in to launch it.
Log in to your Sage Expense Management account.
Step 2: Grant the required permissions
After logging in, a prompt will appear requesting additional permissions.
Click on Allow access to continue.
Step 3: Select the correct Microsoft account
You will be redirected to a Microsoft login page displaying all accounts linked to your Outlook.
Select the Microsoft account that is linked to Sage Expense Management
Important: If you select an incorrect account, the Sage Expense Management add-in will not get the necessary access and won’t be able to fetch receipt attachments.
Step 4: Complete the authorization process
Once you select the correct Microsoft account, the required permissions will be granted automatically.
You will be redirected back to Outlook, and the Sage Expense Management add-in will now work as expected.
Now, Sage Expense Management can continue automatically attaching receipts to your expenses. In case of any queries, please contact [email protected]