Abacus images5/11/2023 ![]() He completed a one-year educational program on fixed-income instruments, retirement and financial planning, taxes, Social Security, withdrawal plans, stretch IRAs and reverse mortgages. The Institute of Business & Finance awarded Todd Gregory, founder and president of Gregory Financial, with the certified income specialist designation. Stockton holds bachelor’s degrees in organizational communication and development and marketing/public relations from Drury University, as well as certifications as a trust and fiduciary adviser and an individual retirement account services professional through the American Bankers Association. Also serving as a senior vice president for Arvest Bank in Springfield, she has worked in the financial industry since 2004 and developed expertise in estate planning, trust and estate administration, and individual retirement and endowment accounts. 344 on the listing.Īrvest Wealth Management hired Maria Stockton as a trust officer. With rankings based on revenue, KPM came in at No. 14 spot last year following its merger with North Carolina-based DHG. accounting firms, while KPM CPAs & Advisors and Abacus CPAs LLC made the annual IPA 500. 8 on Inside Public Accounting’s 2022 list of the top U.S. She has 14 years of experience, including the past 10 years at a credit union.įORVIS LLP ranked No. Review the Progress section to view approval and payment status.KPM CPAs & Advisors hired Crystal Correll as administrative assistant and front desk receptionist. Review Expense StatusĪfter sending an expense for approval, you can keep track of where it is in workflow in the Expenses tab. Please note: You may also use the mobile app exclusively to submit these expenses for approval. Step 3: Complete all applicable expense details and attach a receipt if Abacus has not matched it already. Step 2: Review your Unsubmitted Expenses that have imported in from your credit card, and select the correct one to send for approval. Step 1: Click Submit Corporate Card Expense. ![]() However, you will still need to report and send your expenses for approval. If you are a corporate cardholder, you will likely not require reimbursement for expenses as your company ultimately pays the credit card company. Entering mileage expenses with From and To locations.Adding specific details for flight expenses.Other common details you may need to enter for different types of expenses are: Please note: You may also use the mobile app exclusively to not only take receipt photos, but also add the expense details and send for approval using the pencil icon. Step 3: On the same screen, attach the applicable receipt image, and click Send at the bottom. Step 2: Enter in all applicable details set by your organization the amount of the expense, the category to code it to, and any notes for extra information. Examples can be a simple lunch or dinner out with a client, mileage traveling between client sites or store locations, or new software/supplies for new work projects. ![]() Reimbursable expenses are those that you need to be reimbursed for after they are approved. If you have an Emburse card, the steps are similar. Step 3: Select your Start Date of when transactions should be begin importing (this can also be a past date), and click Add Card. ![]() Step 2: Search and select your bank/card issuer from the list and enter your bank login credentials to connect. Step 1: Click Add Personal Card in the Cards tab. Abacus will match your submitted receipts and their associated transactions together. Other options to send receipts in are via e-mail and uploading.Ĭonnect Your Personal Card to Import TransactionsĬonnect your personal card if you will need to submit those transactions for approval. Step 4: Sync the new photo of your receipt to your Abacus account by swiping down on the home screen. Step 3: Tap the blue Camera button and take a photo of your receipt. Step 2: Login to the app with your Abacus username and password. Step 1: Download the Abacus Mobile app on your smartphone. Download and Capture Receipts using the Abacus Mobile App Follow the steps in your Bank Account tab. If you will be submitting expenses to eventually be reimbursed for, you will need to connect your bank account to receive direct deposit reimbursement. Connect Your Bank Account for Reimbursement Is it your first time using Abacus or maybe you need a refresher? This article will lead you through Abacus best practices from logging in to submitting your first few expenses for approval.
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