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Expense Report Tips, Guides, and Best Practices | Chrome River
<!DOCTYPE html> <!--[if lt IE 7]> <html class="no-js lt-ie9 lt-ie8 lt-ie7" lang="en-US"> <![endif]--> <!--[if IE 7]> <html class="no-js lt-ie9 lt-ie8" lang="en-US"> <![endif]--> <!--[if IE 8]> <html class="no-js lt-ie9" lang="en-US"> <![endif]--> <!--[if gt IE 8]><!--> <html class="no-js" lang="en-US"> <!--<![endif]--> <head> <meta charset="utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1" /> <meta name="viewport" content="width=device-width, initial-scale=1" /> <meta http-equiv="cleartype" content="on" /> <link rel="shortcut icon" href="/ui/ico/favicon.png" /> <link rel="stylesheet" href="/ui/base" /> <link rel="alternate" type="application/rss+xml" title="Chrome River" href="/rss" /> <link rel="sitemap" type="application/xml" title="Sitemap" href="https://www.chromeriver.com/ca/sitemap/sitemap.xml" /> <meta property="og:image:width" content="1200" /> <meta property="og:image:height" content="900" /> <meta name="twitter:card" content="summary_large_image"> <title>Expense Report Tips, Guides, and Best Practices | Chrome River </title><meta name='description' content='Expense reports and invoice management should be easy. 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</ul> <select size="1" id="selcat" name="selcat" onchange="location=document.getElementById('selcat').options[document.getElementById('selcat').selectedIndex].value;"> <option value="/resources/analyst-reports" selected="selected">Show all products</option> <option value="/resources/analyst-reports/expense" >Expense</option> <option value="/resources/analyst-reports/invoice" >Invoice</option> <option value="/resources/analyst-reports/audit" >Audit</option> <option value="/resources/analyst-reports/analytics" >Analytics</option> </select> </div> <div class="resources"> <div class="resource" id="res4437"><a href="https://emburse.chromeriver.com/ventana-spend-transformation?utm_resourcerequested=Ventana-Spend-Transformation" data-lock="res4437"> <img src="https://chromeriver.imgix.net/2014/assets/resources/ventana-digital-transformation.png?mtime=1648477927" alt="Ventana Research: Digital Transformation in Payments and Spend Management" /> <div class="restxt"> <small>Analyst Reports</small> <h5>Ventana Research: Digital Transformation in Payments and Spend Management</h5> <p>Learn how CFOs and senior executives can take a holistic approach to the technology behind all non-payroll spend: business travel, employee expenses, invoiced purchases, and payments.</p> </div> </a></div> <div class="resource" id="res4426"><a href="https://emburse.chromeriver.com/forrester-automated-data-driven-expense-management?utm_resourcerequested=Forrester-Expense-Automation" data-lock="res4426"> <img src="https://chromeriver.imgix.net/2014/assets/resources/eb-forrester.png?mtime=1647359839" alt="Forrester: Data-Driven Expense Automation" /> <div class="restxt"> <small>Analyst Reports</small> <h5>Forrester: Data-Driven Expense Automation</h5> <p>Forrester surveyed global finance decision-makers responsible for expense management. Learn how finance teams harness automated expense management to deliver on key business goals.</p> </div> </a></div> <div class="resource" id="res4424"><a href="https://emburse.chromeriver.com/iofm-strategic-ap-automation?utm_resourcerequested=IOFM-AP-Automation" data-lock="res4424"> <img src="https://chromeriver.imgix.net/2014/assets/resources/iofm.png?mtime=1647359488" alt="IOFM: Strategic AP Automation Starts Here" /> <div class="restxt"> <small>Analyst Reports</small> <h5>IOFM: Strategic AP Automation Starts Here</h5> <p>This white paper from IOFM, a leading organization for financial operations professionals, explains the role the right AP automation solution can play in achieving high-level strategic objectives.</p> </div> </a></div> <div class="resource" id="res4273"><a href="https://emburse.chromeriver.com/idc-marketscape-ap-automation-software?utm_resourcerequested=IDC-Marketscape-AP" data-lock="res4273"> <img src="https://chromeriver.imgix.net/2014/assets/resources/idc-marketscape-2020.png?mtime=1608659094" alt="IDC MarketScape - Cloud Enterprise AP Automation" /> <div class="restxt"> <small>Analyst Reports</small> <h5>IDC MarketScape - Cloud Enterprise AP Automation</h5> <p>This IDC MarketScape Report measures the capabilities of cloud AP automation providers to determine which solutions can handle the needs of large, multinational companies and your organization's most complex approval and payment workflows. </p> </div> </a></div> <div class="resource" id="res3991"><a href="https://emburse.chromeriver.com/harvard-business-review-transforming-finance-department-value-center?utm_resourcerequested=HBR-Finance" data-lock="res3991"> <img src="https://chromeriver.imgix.net/2014/assets/resources/hbr-transforming-finance.png?mtime=1584051155" alt="Harvard Business Review: Transforming Finance into a Value Center" /> <div class="restxt"> <small>Analyst Reports</small> <h5>Harvard Business Review: Transforming Finance into a Value Center</h5> <p>Experts from Gartner, IDC and McKinsey & Co. explain how recent innovations in automation allow the finance department to address its biggest pain points and take on a new, value-adding role in the organization.</p> </div> </a></div> <div class="resource" id="res2380"><a href="https://emburse.chromeriver.com/idc-marketscape-travel-expense-management-software?utm_resourcerequested=IDC-Marketscape-Expense" data-lock="res2380"> <img src="https://chromeriver.imgix.net/2014/assets/resources/idc-marketscape-2019.png?mtime=1575949000" alt="IDC MarketScape - Travel and Expense Management" /> <div class="restxt"> <small>Analyst Reports</small> <h5>IDC MarketScape - Travel and Expense Management</h5> <p>This IDC MarketScape Report measures multiple capabilities and customer service levels of cloud expense management solutions to name its leaders. Use it like a Gartner Magic Quadrant to shortlist vendors.</p> </div> </a></div> <div class="resource" id="res3676"><a href="https://emburse.chromeriver.com/fortune-500-health-insurance-case-study-travel-expense-management?utm_resourcerequested=IDC-Expense-Case-Study" data-lock="res3676"> <img src="https://chromeriver.imgix.net/2014/assets/resources/idc-2019.png?mtime=1566431699" alt="IDC ExpertROI Case Study - Travel and Expense Management" /> <div class="restxt"> <small>Analyst Reports</small> <h5>IDC ExpertROI Case Study - Travel and Expense Management</h5> <p>IDC interviewed the Travel and Events Director at one of the world's biggest health insurers to spotlight the advantages the company gained by implementing Chrome River for integrated travel and expense management.</p> </div> </a></div> <div class="resource" id="res3650"><a href="https://emburse.chromeriver.com/harvard-business-review-corporate-travel-roi-data-driven-insights?utm_resourcerequested=HBR-Travel" data-lock="res3650"> <img src="https://chromeriver.imgix.net/2014/assets/resources/hbr-travel-culture.png?mtime=1562945494" alt="Harvard Business Review: Safeguarding Travel Culture through Data-Driven Insights" /> <div class="restxt"> <small>Analyst Reports</small> <h5>Harvard Business Review: Safeguarding Travel Culture through Data-Driven Insights</h5> <p>Harvard Business Review describes how you can use T&E software to uncover the ROI of business travel spend, ensuring smart budget decisions in tough economic times. Learn how you can preserve a strong corporate travel culture that directly impacts business performance.</p> </div> </a></div> </div> </div></div> <div class="reminder mj-reminder"> <div class="wrapper"> <h2>Isn't it time to make the switch?</h2> <ul> <li><a href="https://emburse.chromeriver.com/website-request-a-demo" class="button cta">Request a Demo</a></li> <li><a href="tel:+18887810088">+1 (888) 781.0088</a></li> <li><a href="mailto:info-ca@chromeriver.com">info-ca@chromeriver.com</a></li> </ul> </div> </div> </div> <footer id="footer"><div class="wrapper"> <div class="c"> <p class="footer-logo"><a href="//ca" class="na"><img src="https://www.chromeriver.com/ui/04ChromeRiver_OneColor-White.svg" alt="Chrome River" /></a></p> <ul class="social"> <li><a href="https://www.linkedin.com/company/804139" class="linkedin" target="_blank"><i>LinkedIn</i></a></li> <li><a href="https://twitter.com/chromeriver" class="twitter" target="_blank"><i>Twitter</i></a></li> <li><a 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href="/ca/products/expense-management"><strong>EXPENSE</strong></a></li> <li class="s-invoice"><a href="/ca/products/invoice-management"><strong>INVOICE</strong></a></li> <li class="s-travel"><a href="/ca/products/travel"><strong>TRAVEL</strong></a></li> <li class="s-integrations"><a href="/ca/products/connect"><strong>CONNECT</strong></a></li> <li class="s-audit"><a href="/ca/products/monitor"><strong>AUDIT</strong></a></li> <li class="s-analytics"><a href="/ca/products/analytics"><strong>ANALYTICS</strong></a></li> <li class="s-reach"><a href="/ca/products/abacus-reach"><strong>REACH</strong></a></li> </ul> <ul class="cell2"> <li class="sHead"><a href="/ca/solutions">Solutions</a></li> <li>by Size</li> <li><a href="/ca/products/global-solutions">Global</a></li> <li><a href="/ca/products/global-expense-regulation-baseline-templates">Country Templates</a></li> <li><a href="/ca/solutions/enterprise">Enterprise</a></li> <li><a href="/ca/solutions/mid-market">Mid-Market</a></li> <li><a href="/ca/solutions/fast-growing">Fast-Growing</a></li> <li>by Role</li> <li><a href="/ca/customers/expense-management-solutions-that-help-cfos-drive-value">CFO</a></li> <li><a href="/ca/customers/cio-expense-software-that-fits-into-your-existing-it">CIO</a></li> <!--li><a href="/ca/customers/event-planners-love-cvent-integration">Events</a></li--> <li><a href="/ca/customers/easing-the-expense-admin-burden-for-finance-teams">Finance</a></li> <li><a href="/ca/customers/hr-directors-keeping-your-team-happy-on-the-road">HR</a></li> <li><a href="/ca/customers/procurement-purchasing-an-expense-invoice-management-solution-built-to-last">Procurement</a></li> <li><a href="/ca/customers/sales-expense-software-to-support-your-team">Sales</a></li> <li><a href="/ca/customers/travel-managers-love-expense-visibility-analytics">Travel</a></li> <li>by Industry</li> <li><a href="/ca/customers/accounting-firms">Accounting Firms</a></li> <li><a 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