Time and Expenses

Automate your employee expenses

We're excited to announce a new automated workflow for submitting your employee expenses. Save time and ensure accuracy by emailing your employee expense receipts from any device directly to Sage Intacct.

Your employees can now email their travel or other receipts and use artificial intelligence (AI) to assist in coding them. Machine learning (ML) remembers the changes for future receipts, making the whole employee expense report process even easier.

A new list links electronic receipts emailed by the employee, where you can add receipts to an expense report and associate the full amount with an expense type or split the receipt across multiple expense types. Depending on your permissions, you can also remove the receipt from the employee here.

Only receipts for that employee appear in the list.

Users with staff expense permissions can create staff expenses and pull in emailed employee receipts.

An example of the Electronic Receipts page showing receipts that were created automatically.

How it works

Your employees email their receipts to a Sage Intacct email.
AI technology populates the receipts with data.
Then, the employee updates their receipts with more details or additional coding.
When your employee creates their expense report, they can easily pull in all those receipts.

To use this feature, talk to your account manager for more information.

Permissions and other requirements

Subscription	Time and Expense Sage Cloud Services
Regional availability	United States
User type	Business Employee
Permissions	Time and Expenses Electronic receipts: List, View, Edit, Delete, Upload, Manage staff electronic receipts
Configuration	Ensure that all employee contact records use an assigned primary email addresses, which associate the receipt with that email. Ensure that the primary email address is associated with only one employee. Multiple employees sharing the same primary email address confuses who owns the receipt. Every attachment is considered one receipt. Use one attachment per receipt. Each attachment can have multiple pages. Use single currency companies only without multiple base currencies. Enable expense types (Configure Time and Expenses > GL accounts > Expense types). No value added tax (VAT) companies.