Sage Expense Management

Enhancements in Sage Expense Management

Sage Expense Management (SEM) now includes enhancements that help automate approvals, improve budget visibility, simplify project billing defaults, and keep users informed with mobile push notifications.

Automatic approvals for expense reports

Reduce approval bottlenecks and get employees paid faster.

SEM now supports automatic approvals for eligible expense reports that help accelerate reimbursements and allow approvers to focus on exceptions.

Admins can enable automatic approvals and define a report amount threshold. Reports are approved automatically when they meet the configured eligibility criteria, such as policy compliance, no duplicate expenses, a single approval level, and staying within the defined threshold.

When a report qualifies as automatically approved, Sage Expense Management:

• Approves the report

• Notifies the employee by email

• Records the approval in report and expense history

• Bypasses the assigned approver

For more information, go to Automatic approvals on Sage Expense Management.

Project-level billable defaults

Admins can now configure the default Billable value at the project level instead of the organization level, making it easier to categorize project-related expenses consistently.

Each project can have its own default billable setting. When an employee selects a project while creating an expense, the Billable field is automatically populated based on that project's configuration. Employees can still override the value on the expense form if needed.

For more information, go to Project-level Billable Defaults with Sage Intacct.

Express ACH

For organizations using ACH, you can now accelerate payments for smaller expenses using 'Express ACH'.

When enabled in Admin settings, expense reports up to $1,000 are processed using Express ACH, typically within 1 to 2 business days. Expense reports over $1,000 continue to be processed using Standard ACH, typically within 3 to 5 business days.

This provides finance teams a faster reimbursement option for the majority of lower-value expense reports.

For more information, go to Express ACH for faster reimbursements.

Group expenses during automatic report submission

SEM now provides admins more flexibility in how expenses are grouped when reports are created through automatic report submission. This helps better match organizational review and reporting needs.

Admins now have the following options to select from:

• No grouping: All complete expenses are submitted in one report.

• Group by payment mode: Expenses are grouped into separate reports by payment mode.

• Advanced grouping: Expenses can be grouped by Project or Cost Center, with an optional second-level grouping by payment mode.

For more information, go to Set up Automatic Report Submission for your employees' expenses.

Mobile app push notifications

Mobile app push notifications are now available in SEM, providing updates on expense activity, reports, approvals, and reminders in real time.

• Admins control which notification triggers are available for their organization.

• Employees and approvers can then select their own preferences from the approved set. They decide whether they want to receive updates by email, mobile push notifications, or both.

• Notification preferences can be configured from both the web app and mobile app.

Budget improvements

This release includes several improvements to budgets, making them easier to set up, monitor, and use.

Admins can now select how budget visibility works during setup. You determine if budgets are visible to only admins, all contributing employees, or specific employees. When visibility is enabled, employees can view relevant budgets in their dashboard, including overall budget amount, amount used, and amount remaining.

Additional budget enhancements include the following:

• Historical budget usage view from the Spend Overview page

• Budget export capability from Spend Overview

• Greater flexibility to edit budget details after setup

For more information, go to Creating and managing budgets.

Permissions and other requirements

Subscription	Sage Expense Management
Regional availability	United States