Finance
Finance guides
Checklists, templates and step-by-step guides for running finance routines in a small or mid-sized team.
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Finance
Invoice approval workflow: how to stop paying invoices nobody approved
How to build an invoice approval workflow with clear approvers, two-way and three-way match, duplicate checks, vendor setup and fraud controls, plus a template.
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Finance
Approval matrix: how to set approval limits by amount (with examples)
What an approval matrix is, how to set approval limits by amount, and how to handle delegation, split purchases and self-approval. Example tiers included.
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Finance
Expense report approval process: policy, steps and a template
How to run an expense approval process that pays people fast and survives an audit, with what the policy must say, IRS accountable plan basics and a template.
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Finance
How to set up a purchase approval workflow (without buying an ERP)
How to set up a purchase approval workflow for a small or mid-sized team: the fields to collect, who approves what, and how to keep a clean audit trail.