Do you like expense reports?
So many clients have told us that they dread compiling and submitting their expense reports. And because they do not like the process they often procrastinate which can make things much worse. Can you remember what that purchase was for last month every time? The good news is there are ways to do this easily in real time with improved processes augmented by modern technology.
Here are 7 signs that you should take another look at your expense report process. If any of them sound familiar we should talk.
- Excel for reports – you are using excel to track and submit all types of expenses
- Paper everything – you submit paper receipts for expenses
- Manual mileage tracking – you are manually tracking mileage for reimbursement while traveling for business
- Multiple corporate cards – you use more than one company card within the business
- Time consuming approvals – you require reports to be approved by one or more people. Some approvals might be via email or other manual process
- Manually entering data into your accounting system – you are manually entering expense data into your accounting system (or someone on your team is).
- Slow reimbursements by check – you are reimbursing for out of pocket expenses with paper checks
Did you answer YES to ANY of these?
At Proseer we have reviewed many of the small business expense report technology options and we like Expensify. We are experienced ExpensifyApproved! partners and we design and implement modern expense report processes for small businesses.
Want to learn more about how to add automation to this part of your business? Send us a note to find out how we can help you and to receive a personalized proposal.
Savings Calculator
Curious how much your current expense management process costs? Fill in this calculator to see how much money you could save by switching to Expensify.
This is silly but the team at Expensify ran a commercial during Super Bowl LIII and it’s linked below. They have an informal and fun company culture.
