Moving to the cloud and using digital receipts can help you improve your expenses process. 42% of the people we interviewed said that they made the switch from paper to digital within the last 12 months.

Here are 5 handy steps on how to get moved into the world of the cloud;

1. Expenses policy – Having an expenses policy allows your employees to know what is and what isn’t acceptable to claim expenses on. It reduces a lot of conflict.
2. Evaluate electronic expenses systems – Do you currently have a combination of PCs and scanners or mobile cameras and applications? Assess what the new provider offers – do they have a mobile app?
3. Information gathering – In order for the system to be configured, information needs to be given to the provider, so the software can be tailored to your requirements.
4. Preparing your system – You’ve gathered your information and your provider should set up the system and tailor it to your requirements. It’s also a good idea to have a small team to test the system and see how it works.
5. Preparing staff – Let staff know ahead of time that you will be installing new expenses software.