Set up Sage Expenses to match your accounting setup. You can import nominal codes, choose payment methods, and create expense categories for accurate tracking and reporting.

Complete the setup wizard steps, then you can make changes in the Sage Expenses portal, if required.

Before you start

• Ensure you have access to your Sage 50 Accounts system and the necessary company details
• Once you’ve set up your nominal accounts, follow the onboarding wizard to get setup

Register your organisation

1. Open your preferred internet browser and go to our onboarding wizard.

2. Enter your company details, then click Continue.

3. On the Create an administrator account window, enter the name, email address and password for the administrator.

4. The administrator will then receive a confirmation email as part of the onboarding. 

Next steps

You'll now complete five steps in the wizard to set up your organisation:

• Set up or import nominal accounts to link to expense categories and payment methods
• Payment methods - Add your bank accounts to pay the expenses from
• Dimensions and Tax Codes - Add or edit tax codes for each expense category
• Set up expense categories - Uses the nominal accounts and tax codes entered in the previous steps
• Add users - Add further administrators and users to access Sage Expenses
• Check your settings