Guides 9 minute read

How to manage freelance taxes: A guide

In order to help you budget accordingly, manage your expenses, and plan for tax season, we’ve created this guide to provide freelancers with tips, resources, and answers to some of the most common tax-related questions.

Guides 8 minute read

How to send an invoice: Your step-by-step guide (+ Excel invoice template!)

In this guide, we’ll discuss invoicing in detail, from crafting to sending—and even automating—the request for your well-earned compensation.

Guides 8 minute read

Spend analysis 101: A complete guide to getting started

In this guide, we’ll look at all that’s involved with spend analysis, from the basics to the benefits and the challenges of it all.

Guides 7 minute read

Global payment processing: How does it work?

In this guide, we’ll uncover the invisible workings of global payment processing, talk about its indispensable role for small businesses, evaluate solutions, and learn how Expensify fits into the worldwide payment ecosystem.

Guides 6 minute read

How to create an expense policy for your business

Creating an effective expense policy is a cornerstone of sound financial management for any business, which is what we’ll address in this guide.

Guides 5 minute read

Reimbursable expenses: A breakdown

As a small business owner, managing expenses is more than just balancing the books. Employees will often need to spend their money on job-related items, and it’s your job to ensure they’re paid back on time and in full. But how should you go about that, and how do you know which expenses are reimbursable?