Fyle

Product Team

Learn how to set up your organization's Sage Expense Management account, including adding employees, general account settings, configuring expense details, approvals, policies and more. 

Sage Expense Management for Admins

Get started with your admin account, set up organization details, employees, notifications and more. 

Admin Settings

This article covers an overview of the different pages and actions available in your admin account in Sage Expense Management.

Admin overview

General Account Settings for your organization

This article covers how you can set up a schedule for automatic report creation and submission for your employees' expenses.

Set up Automatic Report Submission for your employees' expenses

This article covers how to customize expense reports, web app, and transactional emails by adding your company logo.

Customize expense reports using company branding

This article covers how to create multiple organizations on Sage Expense Management.

Setting up multiple organizations on Sage Expense Management

This article covers how to reset or delete your company's Sage Expense Management account.

Reset or delete Sage Expense Management account

Getting started

This article covers the different payment mode options that can be configured for your employees in Sage Expense Management

Managing payment modes in your organization

This article covers how to create, edit and remove categories and restricting categories available for different employees.

Managing categories in your organization

This article covers how to manage the categories, projects, cost centers that employees can use while coding expenses.

Managing allowed categories, projects, cost centers for employees

This article covers how to create, edit and remove projects and restricting projects available for different employees.

Managing projects in your organization

This article covers how to create, edit and remove cost centers and restricting cost centers available for different employees.

Managing cost centers in your organization

Managing levels in your organization

This article covers how to create, edit and remove departments and if required, approvers for each department.

Managing departments in your organization

This article covers how to create, edit or remove merchants, and an introduction to expenses rules based on merchants.

Managing merchants in your organization

This article covers how to set up per diem rates, disable per diem rates and restrict employees to use only certain per diem rates.

Set up per diem rates in your organization

This article covers how to update your mileage rate as per IRS guidelines every year.

Updating mileage rates as per 2026 IRS Guidelines

This article covers how to simplify IRS compliance, eliminate manual errors, and ensure precise deductions with Commute Deduction feature.

Using Commute Deduction feature to comply with IRS Guidelines

This article covers how to set up, enable or disable mileage rates for your organization.

Setting up mileage reimbursement rates in your organization

This article explains how to manage project-level Billable defaults in Sage Expense Management, including enabling the Billable field, setting defaults for individual projects, and updating values in bulk.

Managing Project-level Billable Defaults

This article covers how you can customize the date, time, and currency formats in your organization based on your region's formats in Sage Expense Management

Set regional formats for Date, Time, and Currency

Set up Categories, Projects, Levels, Departments

Organization Settings

This article covers how to customise the employee details required while adding new employees to your company's Sage Expense Management account.

Configuring employee details required to add new employees

This articles cover adding employees to your company's Sage Expense Management account, and sending/resending email invitations to employees.

Adding new employees

This article covers how to disable or re-enable accounts for employees in your company.

Disabling and re-enabling employee accounts

This article covers an overview of access delegation in Sage Expense Management, and how to use the feature.

Enabling delegation for employee accounts

This article covers how to export employee details from Sage Expense Management and receive the export via email.

Exporting employee details

This article covers the roles available to employees added to your company's Sage Expense Management account.

Available employees roles in Sage Expense Management

Add and manage employees in Sage Expense Management.

Employee Settings

This article covers customising and managing email and mobile app push notifications sent to employees for different events.

Manage email and push notifications for your employees

This article covers how you can send email reminders to employees to complete pending tasks.

Send reminders to employees from your dashboard

This articles covers how to set up automatic email reminders for your employees to complete their pending tasks.

Set up automatic reminders for your employees

Set up Notifications & Reminders for your Sage Expense Management account.

Notifications & Reminders

This article covers configuring multi-factor authentication using SSO with popular Identity providers such as G Suite and Azure

Setting up multi-factor authentication

This article covers how to restrict admins from accessing Sage Expense Management from outside your business network.

Setting up IP restrictions for admins

This article covers setting up Single Sign-on using SAML 2.0 in your Sage Expense Management account.

Setting up SAML 2.0 SSO

This article is a brief guide to some of the SAML terms - IDP Name, ACS URL, Assertion and Entity URL.

Common SAML terms

This article covers information on the SAML metadata file that you need to provide while configuring SSO.

SAML metadata file

Set up security preferences for your Sage Expense Management account.

Security Settings

Corporate cards

This article covers the process of enabling different kinds of corporate card feeds to Sage Expense Management to import transactions.

Enabling corporate credit card transaction feed

This article covers steps to connect your Visa credit cards to Sage Expense Management's real-time feed and how transactions flow in from the real-time feed. 

Managing transactions through Visa real-time feed

This article covers steps to connect your Mastercard credit cards to Sage Expense Management's real-time feed and how transactions flow in from the real-time feed.

Managing transactions through Mastercard real-time feed

What are multiple settlements? How does Sage Expense Management handle transactions with multiple settlements?

Transactions with multiple settlements from merchants like Amazon, Home Depot, hotels, etc.

This article covers all about the American Express Direct Feed - eligibility, how it works and how to set it up for your Sage Expense Management account.

American Express Direct Feed

This article covers an introduction to virtual cards, how to create them and how to use them.

Create and issue American Express virtual cards

Add cards & transactions using bank feeds

Manage card feeds

This article covers the different ways of adding your corporate cards to Sage Expense Management, based on your Sage Expense Management subscription and corporate card program.

Ways to connect your organization's corporate cards to Sage Expense Management

This article covers how admins can manage corporate credit cards including assigning cards, adding nicknames and deleting cards.

Managing corporate cards

This article covers how admins can manage corporate card transactions including viewing, exporting, assigning and deleting them.

Managing corporate card transactions

This article explains how admins can use their credit card statements to add new cards and corresponding transactions on Sage Expense Management 

Add cards & transactions using statement upload

This articles covers using bank statement to check transactions on cards connected to real-time feed and import any missing transactions.

Reconcile transactions from real-time feed using statement upload

This article covers how to reconcile your company's credit card expenses using the Reconciliation feature in Sage Expense Management

(Beta) Reconcile your cards using the Reconciliation feature

Manage cards & transactions

Expenses & Reports

This article covers how to configure expenses fields that employees have to fill while creating expenses through the expense form.

Configuring expense fields for the expense form

This article covers how to automatically complete expenses based on the merchant towards which the expense was made.

Auto fill expenses using merchant based expense rules

This article covers how to add, enable and disable tax groups in your organization.

Managing tax groups for your organization

This article covers an introduction to dependent fields and how to set them up and use them in Sage Expense Management.

Creating dependent fields in Sage Expense Management

This article covers causes for errors while creating dependent fields and how to resolve them.

Handling errors while creating dependent fields

Configure the Expense form that employees fill

Configure Expense form

This articles covers how to create expenses on behalf of your employees and assign them to your employees.

Creating and assigning expenses

This article covers the definition of duplicate expenses, how to identify them, and how to remove or merge duplicate expenses.

Identify and merge duplicate expenses on behalf of your employees

This article covers how admins can edit expenses in processing or closed state, or edit an expense that is not getting exported.

Edit expenses in Processing or Closed state

This article covers how admins can split an expense on behalf of another employee.

Splitting an expense as an admin

This articles covers the steps to save and share your commonly used search filters with other users in the organization.

Save and share filters you frequently use

Learn how to quickly review and update expense details directly from the list view, without opening each expense individually.

Edit expenses directly from the list view [Beta]

This article describes how admins can edit multiple employee expenses at once from the Business expenses page or inside an expense report.

Edit multiple employee expenses as an Admin

Manage & edit Expenses

This article covers the workflow for reports in Sage Expense Management and how you can use this as an admin.

Managing and processing expense reports

This article covers how admins can approve expense reports, either individually or in bulk.

Approving expense reports

This article covers how an admin can reject and send back an expense report submitted by any employee.

Sending back expense reports

This article covers how an admin can create and submit expense reports on behalf of any employee.

Create expense reports on behalf of employees

This article covers an introduction to the verification feature, verifier role, how to set up verification and how to verify expense reports.

Managing verification in your organization

This article covers how you can edit report names.

Editing report names

This article covers the steps to close expense reports in Sage Expense Management

Closing expense reports

Manage, approve & process Reports

This article covers how to filter and export expenses from the Business Expenses page.

Exporting expenses from Sage Expense Management

This article covers all formulas supported in Sage Expense Management's Export Settings.

Using Export Formulas

Export expense data from Sage Expense Management

Export Expenses

Set up Expense Policies & Approval workflows

Policies & Approvals

This article covers how to set up policies to be enforced while submitting expenses.

Configuring expense policies

This article covers how to set a up policy to mandate receipts while employees are submitting expenses.

Configuring a policy to mandate receipts

This article covers how to clone an expense policy.

Cloning an expense policy

Configure a policy to block unmatched corporate card expenses from being submitted to reports.

Blocking Unmatched Corporate Card Expenses from Submission

Set up Expense Policies based on different conditions

Policies

Automatic approvals on Sage Expense Management

Learn how to set-up custom approval workflows

Approval workflows on Sage Expense Management

This article covers how to set up or remove secondary approvers for your employees.

Setting up secondary approvers

This articles covers how to set up project based approvals across your organization.

Setting up project-based approvals

This articles covers how to set up department based approvals across your organization.

Setting up department-based approvals

This article covers how you can set up approvals when employees and approvers and added to different organizations in Sage Expense Management

Setting up cross-organization approvals

Set up Approvers and Policies for Approvals

Approvals

This article covers how to use Copilot to get insights into organization's expenses or get instant help and resolve errors using Copilot.

Copilot [Beta]: Sage Expense Management's AI assistant for insights on expenses and instant help on actions

This article covers an introduction to using Spend Overview and customising the available information.

Using Spend Overview to identify spending trends in your company

This article covers how to create and manage budgets and view allocated budgets for employees in your organization.

Creating and managing budgets

Use filters, Copilot, and dashboards to get detailed employee expense insights.

Viewing employee expense summaries in Sage Expense Management

This article covers how to enable the Manager View for senior managers and how to use it.

Using Manager View to see expenses from all employees reporting under you

Analytics & Insights

This article covers how to set up ACH on Sage Expense Management and how to reimburse employees using ACH.

Reimbursements via ACH

This article covers how to manage reimbursements in Sage Expense Management if you are handling reimbursement on external systems.

Reimbursements via external applications

This article covers how Express ACH helps you enable faster reimbursements for majority of your expense reports.