Understanding client context – SmartPA Academy

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Return to course: Expenses management

Expenses management

Grades

Key learning points: Expense foundations & client context
Introduction to business expenses
Understanding client context
Communication & cadence
Quiz: Expense foundations & client context
Key takeaways: Expense foundations & client context

Key learning points: Categorising & assigning expenses
Common expense categories
How to assign expenses correctly
Common mistakes to avoid
Quiz: Categorising & assigning expenses
Key takeaways: Categorising & assigning expenses

Key learning points: Tools, receipts & secure storage
Expense tools & systems
Managing expenses without software
Collecting & organising receipts
Quiz: Tools, receipts & secure storage
Key takeaways: Tools, receipts & secure storage

Key learning points: Logging, reporting & submissions
Logging & tracking expenses
Accuracy & consistency
Reviewing and submitting expense reports
Quiz: Logging, reporting & submissions
Key takeaways: Logging, reporting & submissions

Understanding client context

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