If your employees are starting to travel more this year, make sure you have an effective travel and expense (or T&E) policy. A great travel and expense policy outlines how employee expenses for ...

Manually tracking expense receipts shouldn’t feel like a second job, but for most finance teams, that’s what it can turn into. According to the Global Business Travel Association, 19% of expense ...

A CRM report is an analytics tool built into a customer relationship management (CRM) system that provides users with data and insights into their customers, activities, sales, and performance. It ...

Managing your budget is the key to achieving financial stability and growth. Some of us track our personal expenses for a purpose, while others religiously monitor their business costs. Using a budget ...

Managing business expenses used to mean shuffling paper receipts, chasing down employees for documentation, and discovering budget issues weeks after they occurred. But modern companies are ...

For finance teams at large companies, managing expenses involves more than approving reimbursements. Expense management includes controlling costs, ensuring compliance, and maintaining financial ...

Fully maximizing your banking experience and potential means setting up more than just a checking account. When it comes to your cash flow, income and expenses, the balancing act can be delicate and ...

Managing a rental property portfolio involves more than just collecting rent. To ensure long-term success and growth, landlords need to understand their financial health and plan future investments ...

Have you ever found yourself staring at a mountain of data, wondering how to make sense of it all? Maybe you’ve already dipped your toes into Power BI and discovered its potential to transform raw ...