Guides 9 minute read

Evaluating corporate card programs

Corporate card programs offer a solution to streamline spending, improving financial oversight while empowering employees with purchasing capabilities. But such programs can also be complex, with various options and features that cater to different business needs. So, how can you choose the right company card? In this guide, we’ll walk you through the evaluation process of corporate card programs, outlining essential features and potential pitfalls while emphasizing best practices for maximizing benefits and smoother financial management.

Guides 8 minute read

Track expenses in simple steps using Excel

Efficient financial management is crucial for personal and business success. While countless tools are available on the market, an Excel expense tracker is a versatile option that allows users to streamline expense management in a customizable format. In this article, we’ll guide you through some simple steps on how to create an expense tracker in Excel. Then, we’ll explore other options that may be a better fit if you want to streamline and automate your expense tracking processes.

Guides 8 minute read

How to fill out a receipt book in 6 steps

Whether you’re a small business owner or a freelancer, keeping track of the products and services you sell is essential. Enter the receipt book. While many are shifting to digital receipts, understanding how to use a receipt book is still valuable because not everyone’s ready to go digital. In this article, we’ll outline how to fill out a receipt book in six steps so you’re prepped and ready to track every sale — even if the power goes out.

Guides 8 minute read

What to know about mileage reimbursement in California

Whether you’re an employee or an employer, understanding the rules of mileage reimbursement in the U.S. is essential for ensuring accuracy and staying compliant. And in states like California, specific regulations govern reimbursement practices, making this part of expense management even more complex. In this guide, we'll provide you with clear and actionable points to help you navigate the California gas mileage reimbursement rate in 2024 with ease.

Guides 6 minute read

What are itemized receipts?

Itemized receipts are simpler than they sound, and can actually simplify your financial management process. But what is an itemized receipt, and why do you need one? In this guide, we'll explore what they are, illustrate what they look like, how to request one, and highlight why they're significant for a business's expense management.

Guides 7 minute read

Expensify vs. Concur: Which is a better fit?

For any company of any size, managing expenses efficiently is crucial for success. Expense management software streamlines financial processes and enhances productivity. Among the top contenders in this space are Expensify and SAP Concur, both offering unique features tailored for different business needs. In this guide, we'll compare Expensify vs. Concur, examining their key features, operational similarities and differences, and the best use cases for each solution.

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Resource Center

Evaluating corporate card programs

Track expenses in simple steps using Excel

How to fill out a receipt book in 6 steps

What to know about mileage reimbursement in California

What are itemized receipts?

Expensify vs. Concur: Which is a better fit?

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