Template
Budgetly's New Staff Induction Checklist (Retail)
Retail businesses onboard staff who are often customer-facing from day one. Every new team member needs POS training, an understanding of store …
Expense Management Resources for Retail Businesses
Templates for Retail Spend Management
Template
Expense Policy Template for Retail industry
Retail businesses manage spending across stores, warehouses, and head office. Without a clear policy, store managers pull cash from the till, petty …
Calculators & Tools
Tool
Fuel Tax Credit Calculator Australia (Current ATO Rates)
How fuel tax credits are calculated A fuel tax credit gives back some or all of the fuel tax (excise or customs duty) included in the price of fuel …
Tool
Margin Calculator: Gross Margin, Markup and GP
How to calculate margin, markup and gross profit Start with your cost and your selling price, both without GST if you’re registered for GST. …
Tool
Employee Cost Calculator
How to calculate the true cost of an employee The cost of an employee is never just their salary. Once you add the on-costs every Australian employer …
Tool
R&D Tax Incentive Calculator Australia
How the R&D tax incentive works The R&D Tax Incentive provides Australian companies with a tax offset for eligible research and development …
Tool
What Is This Charge? Bank Statement Lookup
Common bank statement prefixes explained If you see a prefix before the merchant name, it usually identifies the payment processor, not the merchant …
Tool
Expense Category Planner
Plan your business expense categories Knowing where your money goes is the first step to controlling it. This free tool helps you map out your expense …
Tool
BAS Calculator Australia
How the BAS GST calculation works Your quarterly BAS GST obligation is the difference between GST you collected on sales and GST you paid on business …
Tool
Business Expense Per Employee Calculator
This calculator covers your operating spend per head: the non-salary costs of running the business (software, travel, office, supplies) divided across …
Tool
Business Tax Calculator
Australian company tax rates (FY2025-26) The ATO applies two company tax rates depending on entity size and income composition: Entity type Tax rate …
Tool
FBT Calculator Australia
How FBT is calculated in Australia Fringe Benefits Tax is calculated using a gross-up mechanism that converts the taxable value of benefits to a …
Tool
GST Calculator Australia: Add or Remove GST (Reverse GST)
How to calculate GST in Australia GST in Australia is 10% of the price before GST. To add GST, multiply the price by 1.1. To remove GST from a total …
Tool
Free Expense Process Audit
Why audit your expense process? Most Australian SMEs know their expense process is inefficient but don’t know where the biggest time drains are. …
Tool
The Ultimate Expense and Spend Management Glossary
ABN Australia’s 11-digit public business identifier used for tax, invoicing, and supplier verification. ABR The Australian Business Register, …
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Budgetly for Retail
- Individual cards for store managers
- Budget controls by store and region
- Capture receipts at point of purchase
- Real-time spend visibility across locations
Guides & Articles on Managing Spend in Retail
Insight
Expense Management for Retail Businesses
Your store manager pulled $200 from the till on Tuesday for cleaning supplies and a broken display fixture. The receipt for the supplies is in the …
Retail Expense Management Case Studies
Earth Markets save 30 hrs a month across multiple stores with Budgetly
“I’d definitely recommend Budgetly to other businesses!” Tim Huett, CFO Overview Earth Markets® is a Southeast Queensland owned and operated by …
Boutellier Montres gains 'better control' over staff expenses with Budgetly
Boutellier Montres gains “better control” over staff expenses with Budgetly “Budgetly has now meant that we can provide access to funds without …
Hawke's Brewing Co save three hours per week by implementing Budgetly!
“I’d definitely recommend Budgetly to other businesses!” Kaitlyn Farrance, Bookkeeper Overview Hawke’s Brewing Co is the story of two mates who …