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Expensify's guides are here to walk you through what you need to know when it comes to business management, financial operations, and much more. Gain insights, tips, and expert advice to take your company to the next level.

Guides 7 minute read

Trade spend management: A Tactical Guide

Navigating the intricate world of trade spend management can often seem like walking a tightrope — balancing strategic investment with the need for tangible returns. In the ever-changing world of consumer packaged goods (CPG) and retail, comprehending and efficiently handling trade expenditures isn’t merely advantageous; it’s essential.

But what exactly does trade spend management entail, and how can you streamline it? In this article, we'll delve into these questions, uncovering all things spend management and revealing strategies to make it more effective.

Guides 6 minute read

How to write a request letter to attend a seminar (+ free template)

A request letter for attending a seminar is not just a formality; it's a strategic tool to justify your need to participate in the event. This letter should not only convince your boss of the inherent value of the seminar but also address the practical aspects of cost and logistics, like expense reports and reimbursements.

In this article, we'll guide you through the essential steps of crafting a persuasive request letter, complete with tips and a free template to help you get started. Let’s break down six steps to writing the perfect conference justification letter below!

Guides 4 minute read

Private email domain: Seamlessly integrate your business’s financial management processes

In an era where digital identity shapes business reputations, a private email domain is not just a mark of professionalism and authenticity but a strategic asset for small business owners.

For you, the savvy entrepreneur, understanding the value of a private domain for your email communications can make a huge difference to your business operations. A private email domain sets the stage for a sophisticated, organized, and successful business operation, whether through professional-looking communications that build trust or the seamless integration with expense management tools.

Guides 8 minute read

How to write analytic reports that showcase growth: Expert tips + a free template

If you’re running a small business, you don’t have hours to devote to analytical reporting. The good news is that gathering insights and creating reports with the right tools and templates is a walk in the park.

In this article, we’ll break down everything you need to know about crafting the perfect analytical report, showing you how to craft reports that present data accurately and captivate your audience. Whether it's clients, stakeholders, or your internal team, we'll help you write a compelling report — in no time.

Guides 6 minute read

Business expense reimbursement is made easy with Expensify

Managing employee expense reimbursements can sometimes feel like juggling with too many balls in the air. It's about more than just paying back employees; it's about making the process smooth and hassle-free for everyone involved. In this guide, we’ll walk you through everything you need to know about employee expense reimbursement, so no balls are dropped and everyone is paid back on time.

Guides 5 minute read

Invoice automation: the process, benefits, and how to get started

When your business is just starting out, handling invoices by hand might seem doable. But as your business grows, you’ll quickly find that’s no longer the case. Over time, sticking to spreadsheets can become a major drain on resources and efficiency. That’s where invoice automation comes into play. In this guide, we'll dive into the world of invoice automation, exploring its process, benefits, and signs it might be time for you to hop on board.

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