Four Steps to Launching a Streamlined Expense Management System at Your School

Managing your school’s expenses shouldn’t take weeks, reams of paper, and countless reminders. Incorporating a cloud-based expense management process provides a holistic view of spending across the school with a complete audit trail, while also systematically enforcing internal controls and simplifying reconciliation.

Download this tip sheet to learn the four steps to launching a process that will save your team time and headache when managing expenses, including:

  • What questions to ask in preparation for launching your system

  • How to configure your system so it’s not just a digital duplicate of your paper-based processes

  • Recommendations on how to roll the new system out to faculty

  • Ways to refine your process as staff and roles change