Sage Expense Management Discussions

Sage Expense Management

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Sage Expense Management (formerly Fyle) is an AI-powered expense management software built to automate and simplify how businesses handle employee expenses and corporate credit card transactions. Works with your existing credit cards: Sage Expense Management connects directly to credit card networks (Visa, Mastercard, American Express). This means that as soon as a card is swiped, the transaction data is sent to our platform. Users instantly receive a text notification and can simply reply with a picture of the receipt for instant, automated reconciliation. Effortless expense submission: Employees can submit expenses from everyday apps, including Text Messages, Gmail, Outlook, or our easy-to-use mobile and web app. Our AI-powered OCR engine automatically extracts, codes, and categorizes data from receipts and allocates it to the right projects & cost centers. Automated, compliant workflows: Transactions appear the moment they occur, with instant policy checks that flag errors or out-of-policy spend. Further, you can set up multi-level approval workflows and track expense approvals in real time. Seamless accounting integrations: Sage Expense Management offers two-way integrations with QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, and Sage 300 CRE. It automatically exports your expense data to your accounting software, mapping all key dimensions, including your Chart of Accounts, GL codes, projects, and employees. This ensures that every expense is accurately coded, eliminating the need for manual data entry. 2,000+ teams trust Sage Expense Management to simplify expense management. Learn more at www.fylehq.com

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# how to upload details more securely in mobile app would like to know more about what the avenues more for which the same can be used,also how can the app be made more mobile friendly and secured. Also currently the mobile app has limited functionality compared to the web version and if the same can be made more compatible. In future if payment gateways can be embedded to the app so that the same can be used to pay for bills,flight bookings , cab bookings , etc etc. ##### Post Metadata

- Posted at: almost 6 years ago

- Net upvotes: 1

# How to manage receipts to ensure your team is always audit-ready? lmost all companies have had their share of challenges with receipt management. Receipts are hard to manage, mainly because they can easily be misplaced, lost, and damaged. It has been a problem for employees as well as finance teams. For employees, this could probably mean a delay in expense reports or losing out on reimbursements. Whereas, for finance teams, this could pose a problem while accounting and staying audit-ready. ##### Post Metadata

- Posted at: almost 6 years ago

- Net upvotes: 1

# When are we introducing AI & ML in this?? So that when the bill is uploaded (Clear image), it gathers all the relevant information automatically. I wanted that when I upload any bill, based on my previous usage, it should fill all the fields, and I can just confirm. It will really be helpful when bulk uploads are made. Less time will be consumed. ##### Post Metadata

- Posted at: almost 6 years ago

- Net upvotes: 1

# Can there be more categories included for which we can add/track the expense (i know "Others" cover those), but wanted some expenses for specific category to track those Like i want to track my mobile, games bills etc. ##### Post Metadata

- Posted at: about 6 years ago

- Net upvotes: 1

# Can I introduce to making reminders for the approvers if the are not approving on time. My claims are getting so much of time for my approvers to approve. ##### Post Metadata

- Posted at: about 6 years ago

- Net upvotes: 1

# What is the best way to list multiple meetings in one day? Suppose I have to visit 3 meeting in one day how I do that by creating just one ticket instead of 3 different tickets? ##### Post Metadata

- Posted at: about 6 years ago

- Net upvotes: 1

# What are the new features you are planning to incorporate ? I was referring to the product roadmap plans. Do you have any thoughts of including HR related activities in order to make it a one-stop solution for all employees ##### Post Metadata

- Posted at: about 6 years ago - Author title: Senior Solution Consultant

- Net upvotes: 1

# What improvements or new features you will add in the recent future ? New Features to be added ##### Post Metadata

- Posted at: about 6 years ago - Author title: Manager, Key Accounts

- Net upvotes: 1

# How can i add a custom expense category? I work for a staffing agency and sometimes we buy products like Uniforms for the staff. How can I add a custom expense category to make it easier for my company and I to track these expenses? ##### Post Metadata

- Posted at: about 6 years ago - Author title: Operations Manager and Supervisor - Western Europe

- Net upvotes: 1

# Can I automate submissions? If I were to add expenses and automate submissions, could I do it? ##### Post Metadata

- Posted at: over 6 years ago - Author title: UGC-NET, Gold Medalist MSc. Psychology , University of Hyderabad

- Net upvotes: 1

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