Ask the cardholders for any receipt still missing, before the month closes.
Part of Bookkeeping handoff
Tools
Ramp, Expensify, Gusto
Outcomes
Missing receipts collected before close • Fewer queries from the bookkeeper
Documentation
Instruction-ready detail below
On the 25th, list <in:spreadsheets>card spend without a receipt</in:spreadsheets> and <email>email</email> the cardholders a link to upload it by month end.
On the 25th, list <in:spreadsheets>card spend without a receipt</in:spreadsheets> and <email>email</email> the cardholders a link to upload it by month end.Tools
Ramp, Expensify, Gusto
Trigger
On the 25th of each month
Setup time
5 minutes
Turn a month of book, invoice, and time data into one page the owner can read on a phone.
Turn an incoming invoice into a matched, recorded line with the supporting document attached.
Collect signatures, policies, and details before a new client or a first day begins.
Download
Download the app and begin with drafts and checklists before you write anything back.