best practices Archives

October 8, 2025 | Expense Tips, Receipt-Wise

7 Best Practices for Tracking Questionable Receipts

P-Cards (also known by other names like charge cards, purchasing cards, corporate cards, etc.) have become the norm for businesses of all sizes to streamline procurement and reduce costs. However, with this increase in usage comes the responsibility of regularly reviewing receipts to ensure compliance and accurate reporting. We’ve prepared seven best practices for tracking questionable

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Maximize your return on investment (ROI) for travel expenses.

June 19, 2025 | Best Practices, Expense Tips, Travel Card

Maximize ROI for Travel Expenses

Business travel in the United States has been volatile in recent years, exasperated by the pandemic. But by 2025, it has largely recovered and continues to strengthen. But, as we’ve seen significant volatility in the recent past, it is smart to get ahead of it if it happens again due to world events, economic pressures,

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February 28, 2025 | Best Practices, Expense Tips

The Importance of Tracking Sales Tax

Eliminating wasteful spending is an ongoing focus for card program directors and managers. While it is important to keep your eyes peeled for larger, unnecessary purchases, some smaller forms of spending, like sales tax, can still add up and cost the organization more money that could best be spent elsewhere. If your organization is tax

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August 8, 2024 | Best Practices, Expense Tips

Maximizing Rebates: Don’t Spend More, Spend Wisely

If you’ve spent any amount of time in purchasing, procurement, sourcing, or finance, you’re likely to be well acquainted with rebates. And even if not, most everyone who has ever owned a credit card is familiar with the concept. A rebate is an incentive that credit card providers offer, usually in the form of a

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July 11, 2022 | Best Practices, Policy Compliance

Cardholder Training – 8 Best Practices to Start Using Right Now

For any organization that issues commercial cards, cardholder training is a must to help ensure compliance and reduce fraud and misuse. Whether you have a P-Card program, or issue Travel or Fleet Cards, here are some of the best practices for effective training to help set the tone for employees, as well as approvers and

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