expenses

Sage Intelligent Time and Expense mobile app supports employee expense automation—General availability

With automation, you can capture receipts, submit expense reports, and approve or decline them from a mobile device quickly. This enhancement aims to boost efficiency, reduce errors, and quicken reimbursements for employee expense reports.

Key benefits

  • Improved accuracy

  • Faster reimbursements

  • Enhanced compliance and visibility

How it works

Google app

Get the Android app at this link: https://play.google.com/store/apps/details?id=com.sage.intelligent.time

Or, search the Google Play Store for Sage Intelligent Time & Exp.

Apple app

Get the iOS app at this link: https://apps.apple.com/us/app/sage-intelligent-time/id1523625682

Or, search the Apple App Store for Sage Intelligent Time & Exp.

  1. Open the Sage Intelligent Time and Expense mobile app.

  2. Select Log in with Intacct.

  3. Enter your Company ID.

  4. Enter your User ID.

  5. Enter your Password.

  6. Select Log in.

  1. Select Create expense report.

  2. Enter information in the required fields.

  3. Select Save.

  1. Select the side bar.

  2. Select Expense reports.

  3. Find your expense report and fully swipe to the right.

  1. Select the side bar.

  2. Select Expense approvals.

  3. Select an expense report.

  4. Select Approve or Decline.

  5. Optionally, enter a Note.

Good to know

  • You will have the same user type, role, and permissions in the Sage Intelligent Time and Expense mobile app as you do in Sage Intacct.

  • Admins cannot manage employee expense reports using the Sage Intelligent Time and Expense mobile app. You can manage employee expense reports using Sage Intacct.

    For more information, go to Staff expense reports.

Action required

To use expense reports in the Sage Intelligent Time and Expense mobile app, ensure that you enable electronic receipt inbounding. For more information, go to Automate employee expenses.

Permissions and other requirements

Subscription

A subscription to at least one of the following Sage Intacct applications is required:

  • Time and Expenses

  • Project Costing (includes Time application)

  • Project Costing and Billing

  • Grant Costing and Billing

  • Sage Intacct Construction
Regional availability

United States
User type

Business

Project Manager

Employee
Permissions

Expenses

  • My expense reports: List, View, Add, Edit, Delete

  • Approve expenses: List

  • Expense approval levels: Level 1, Level 2, Level 3, Level 4, Level 5, Level 6
Configuration

Turn on Sage Intelligent Time