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. It sets clear boundaries and expectations for employee spending, ensuring that every penny spent is aligned with company goals and values — and as a small business owner, what’s not to love about that?

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?

Case Studies 4 minute read

Empowering small businesses with the ANZ Expensify integration

In the dynamic world of small businesses, every moment and dollar counts. For HeartLab, a cutting-edge healthcare technology company based in Auckland, New Zealand, navigating the financial landscape with precision is paramount. In this joint customer spotlight, we showcase how the seamless collaboration between ANZ (ANZ Bank New Zealand Limited ‘ANZ’) and Expensify has empowered HeartLab to thrive.

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, Tools 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.

So what are you waiting for?

Resource Center

How to create an expense policy for your business

Reimbursable expenses: A breakdown

Empowering small businesses with the ANZ Expensify integration

Trade spend management: A Tactical Guide

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

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

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