Enhanced interface

|

View transactions linked to employee expense reports

View credit card transactions or electronic receipts linked to employee expense reports.

View credit card transactions

Subscription	Cash Management Time and Expenses
Regional availability	United States
User type	Business Employee Project Manager
Permissions	Cash Management Credit card transactions: List, View Expenses Expense summaries: List expenses, View expense, Edit expense My expenses: List, View, Edit

Go to Expenses > All > Expenses > My expenses or Staff expenses.
Find the expense report that includes the credit card transaction.
Select Edit at the end of the row.
In the Expenses entries section, select a line item.
Choose Show details.
Select View credit card transaction.

Go to Expenses > All > Expenses > My expenses or Staff expenses.
Find the expense report and select Edit.
In the Expenses entries section, select a line item.
Choose Show details.
Select View credit card transaction.

View electronic receipts

Subscription	Company Sage Cloud Services Time and Expenses
Regional availability	United States
User type	Business Employee Project Manager
Permissions	Expenses Electronic receipts: List, View Expense summaries: List expenses, View expense, Edit expense My expenses: List, View, Edit Company Attachments: List, View
Configuration	Enable electronic receipt inbounding

Go to Expenses > All > Expenses > My expenses or Staff expenses.
Find the expense report that includes the electronic receipt.
Select Edit at the end of the row.
In the Expenses entries section, select a line item.
Choose Show details.
Select the paper clip icon.

Go to Expenses > All > Expenses > My expenses or Staff expenses.
Find the expense report and select Edit.
In the Expenses entries section, select a line item.
Choose Show details.
Select the paper clip icon.

Last modified: Apr 23, 2026

© The Sage Group plc or its affiliates (“Sage”) or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.