RESOURCES

Checklists, Audits & Templates

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Staff Induction Checklist

A staff induction checklist is a crucial document that highlights all the necessary processes and information for staff to begin work efficiently.

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NDIS Staff Induction Checklist

An NDIS employee induction checklist is a crucial document highlighting all the necessary processes and information for staff to begin work efficiently.

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Expense Process Audit

An expense process audit evaluates your company's expense management process to better understand its effectiveness, compliance, and control measures.

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Expense Policy Template

An expense policy is a written document that highlights your company's rules on paying for work-related expenses.

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Expense Tracker Template

This handy template allows you to track employee expenses as well as manage and plan business expenses through a handy categories budget planning worksheet.

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Ebooks

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Managing Charity and Non-Profit Expenses with Budgetly

This eBook has all you need to know about how Budgetly's prepaid corporate card and expense management platform works for charities and non-profits.

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Managing Expenses with Budgetly

Read this eBook to learn all about how Budgetly's prepaid corporate card and expense management platform can take the pain out of expense management - for everyone involved.

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The SMB Guide to Expense Management

This ebook aims to serve as a guide for finance professionals and business owners of SMBs who want to start their finance automation journey.

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White papers

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Leveraging Technology to Elevate Budgeting and Spend Management

How and why your business should leverage technology to automate expense tracking and budgeting processes for 2024 and beyond.

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Webinars

School Expense Management Webinar

The Educator x Budgetly: Revolutionising School Expense Management

Discover the transformative potential of digitising school expense management, offering solutions to common problems while empowering employees and enhancing efficiency and control.

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Getting Started with Budgetly Bill Payments

Getting Started with Budgetly Bill Payments: A Step-by-Step Onboarding

Get started with Budgetly Bill Payments quickly and confidently! Whether you're just starting out or looking for a refresher, our in-house expert will guide you through every step of the onboarding process, ensuring you make the most of our seamless bill payments system.

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