Expensify Resource Center

Guides 8 minute read

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

Invoicing might not be the most glamorous task, but it’s a cornerstone of a healthy business. Understanding and implementing the best practices for sending invoices ensures you get paid for your work promptly and professionally. 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

Does it ever feel like money is flowing like water through your business, slippery and hard to grasp? Without the right tools, it can be just like that. But it doesn’t have to be that way. Spend analysis is a grip, offering organizations a deeper understanding of their financial whereabouts. It's not just about watching where the dollars go; it's about understanding the underlying patterns and the opportunities they reveal for your business. 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

Everything you need to know about T&E

Every dollar counts in the business world, yet a significant amount often goes unchecked: travel and expense (T&E). T&E is a substantial category in business accounting that handles costs incurred by employees on the road or while entertaining clients. These expenses, which often include meals, lodging, travel fares, and client entertainment costs, quickly add up. That’s why you need a solid T&E expense management strategy to keep up with your business's financial health.

Case Studies 5 minute read

Turnkey + Decimal case study

Turnkey, a nationwide event management solutions partner that’s worked with the likes of Coca-Cola, Subaru, and Whole Foods, turned to Expensify at the recommendation of their accounting partner, and ExpensifyApproved! Partner, Decimal. With complex operations, Turnkey needed a solution to keep them from drowning in expense reports and receipts so they could focus on what matters most: running the business. Check out how they’re tracking expenses easily by using Expensify.

Guides 7 minute read

Global payment processing: How does it work?

In today’s global economy, money crosses oceans in just a moment with the tap of a card and a buzz. But behind every seamless digital transaction is a complex mechanism—global payment processing. It’s an intricate system that enables businesses to thrive in the international market. 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. 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?

Resource Center

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

Spend analysis 101: A complete guide to getting started

Everything you need to know about T&E

Turnkey + Decimal case study

Global payment processing: How does it work?

How to create an expense policy for your business

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