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When it comes to business travel, assistants have a whole different experience than the traveler. We experience it through expenses and receipts. The biggest problem comes down to communication. What did your executive buy that you don't know about? What is going to show up on the credit-card statement and why?Tying expenses to credit card statements can often feel overwhelming without all the information.We recommend taking precautions and following a process to manage the chaos of business receipts and expenses.Before the trip:
The most important thing is to develop a cadence and to hold colleagues accountable for keeping track of receipts. For many purchase, your leader will receive a digital receipt. Routinely ask them to forward any digital receipts immediately (if you're not already receiving their emails). Save these receipts into an email folder, or better, immediately save them as a PDF and upload them to your company's file cloud.When it comes time to match receipts with Credit Card statements, having a system like this is in place will make your life much easier.
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