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Finance teams need clean paper trails: invoices for accruals, receipts for reimbursements, and tax IDs that match what is on file with vendors. Keep addresses and VAT numbers current before month-end close.

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Where to find invoices

Navigate to Settings → Billing → Invoices for PDF copies and line items. Download CSV or structured exports if your ERP ingests them automatically.

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Line items

Verify seat counts and add-ons against internal headcount reports. Discrepancies often trace to deactivated users still occupying paid seats until the next true-up.

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Tax and VAT

Update tax IDs before renewal to avoid delays. This demo does not constitute tax advice—run final numbers past your accounting partner, especially for cross-border entities.

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Reverse charge and treaties

Document which party remits VAT or sales tax for each entity. Store evidence with the invoice PDF for audit readiness.

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Receipts

Card charges include a receipt link suitable for expense tools that accept emailed PDFs. Forward receipts immediately after charge—matching six months later is painful.

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Corporate cards

If the cardholder rotates, update billing profiles so receipts reach the person who must attest to expenses.