1. What business expenses are and why they matter

Understand what qualifies as a business expense and why accurate expense management is critical for budgeting, compliance, and financial reporting.

2. Your role in expense management

Recognise your responsibility in supporting clients with accurate, timely, and well-documented expense handling.

3. Understanding and adapting to client context

Learn how to work effectively within each client’s preferred tools, processes, and company policies relating to expenses.

4. Communication and accountability around expenses

Develop strong communication habits to manage expectations, reduce follow-ups, and maintain trust with clients and stakeholders.