Guides to expense and receipt management
Plain-English how-tos for small businesses that want fewer missing receipts and a faster month-end close.
- How to match receipts to credit card transactionsA step-by-step method for pairing receipts with card transactions by hand, and what changes when you automate it.
- Receipt matching software: what to look forEight things to check before you choose receipt matching software, and what to ask during a trial.
- Month-end close checklist for missing receiptsWhat to do during the month, before close and on close day so missing receipts don’t hold up your books.
- Expense policy template for small businessA copy-and-edit policy covering what is reimbursable, receipt rules, deadlines and approvals.
- Business expense categories for small businessA working list of expense categories, how to keep them tied to your chart of accounts, and which need extra care.
- What to do when you lose a receiptFive ways to replace a lost receipt, and what to record when you can’t.
- Expense report template for small businessA copy-and-edit expense report, the columns each line needs, and a checklist for submitters and approvers.
- How to reimburse employee expensesA step-by-step reimbursement process, and the three IRS tests for an accountable plan.
Where to start
New to this? Begin with business expense categories and an expense policy, so your team knows what to submit and when. Then look at how to reimburse employee expenses.
Closing the books late because receipts are missing? Read how to match receipts to credit card transactions, use the month-end close checklist, and see what to do when you lose a receipt.
Choosing software? Our guide to what to look for in receipt matching software is a buyer’s checklist, and the comparison pages put Barespend next to Fyle, Expensify and SAP Concur.
Every guide is written by Dino Crnalic, CPA, and is reviewed and dated. Prefer to do the sums yourself? Our free tools cover mileage, per diem and more.