Installation
Open the Chrome Web Store: Click this link to go to Sage Expense Management extension on Chrome Web Store.
Add to Browser: Click Add to Chrome. A confirmation pop-up will appear.
Confirm Installation: Click Add extension to complete the installation.
Using the Extension
Open the Email: Open the email containing the receipt you want to expense.
Click the Sage Expense Management Button: Locate and click the Sage Expense Management button in the email. If you don't see the button immediately, it might be hidden in the extension menu (puzzle piece icon) in your browser's toolbar.
Review and Edit: Sage Expense Management automatically extracts expense information from the receipt and populates the expense form in a sidebar. Review the extracted data and make any necessary corrections. Fill in any mandatory fields (marked with a red asterisk).
Save the Expense: Click Add Expense to save the expense to your Sage Expense Management account. The receipt is automatically attached.
Troubleshooting
If you encounter issues with the extension:
Check Browser Compatibility: Ensure you're using a compatible browser.
Reload Gmail: Try reloading your Gmail page.
Reinstall the Extension: Remove and reinstall the extension from the Chrome Web Store.
Check for Conflicting Extensions: Disable other extensions to see if they're conflicting with the Sage Expense Management extension.
Corporate Firewall: If you're on a corporate network, firewall restrictions might be blocking the extension. Try connecting to a different network.
Clear Browser Cache and Hard Reload: Clear your browser's cache and perform a hard reload (Ctrl+Shift+R or Cmd+Shift+R).
Contact Support: If the issue persists, contact Sage Expense Management support for assistance.