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ProSpend Lunch and Learn

ProSpend Lunch and Learn - Expenses: Working Smarter – Best Practices & Tips

In this episode, our experts will show you the tips and tricks in ProSpend to get the most out of your expense management process


Most finance teams using an expense management system still end up with the same problems: claims that come in with the wrong coding, receipts uploaded from a camera roll three weeks after the fact, and approvals that stall because no one nudged them forward.

In Episode 3 of ProSpend Lunch and Learn, our team walks through exactly where in ProSpend to close those gaps: best-practice expense type configuration, the capture habits that eliminate missing receipts, and the approval and reminder setup that keeps claims moving without the manual follow-up, all through configuration and workflow changes available in ProSpend today.

What we covered

  • Best-practice configuration for Expenses in ProSpend
  • The capture habits that make the biggest difference: instant receipt capture upload, and how to pre-code receipts in the vault before a claim exists
  • The time-saving features most teams haven't fully turned on yet: bulk update, expense splits, bookmarking common splits and coding groups
  • How approval workflows, automated reminders, and the dispute flow keep claims moving and finance in control without the manual chase


Want help applying this to your ProSpend setup?

Book a free 30 minute consultation with your Account Manager.

We'll look at your current set up and walk you through the fastest fixes that can be applied instantly.

Reach out to your Account Manager or am@prospend.com to get started.

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