Whitepaper
Whitepaper - Leveraging Technology to Elevate Budgeting and Spend Management
Technology is reshaping how education organisations manage budgets and spending. From automated approvals and real-time budget tracking to AI-powered …
Expense Management Resources for Education
Education Spend Management Whitepapers
Templates for Education Spend Management
Template
Expense Policy Template for Education industry
Schools, TAFEs, and RTOs manage spending across classrooms, campuses, and departments. Without a clear policy, teachers reimburse out of pocket, …
Template
Free Staff Induction Checklist for Education industry
Education organisations onboard a mix of teaching staff, support workers, and administrative employees, each with different compliance requirements. …
Calculators & Tools
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 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
Cost Per Employee Calculator
How to calculate expense per employee The formula is simple: Monthly expense per employee = Total monthly business spend ÷ Number of employees Annual …
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
How GST calculations work in Australia Australia’s Goods and Services Tax is a flat 10% tax on most goods and services. The calculation depends …
Tool
Reverse GST Calculator
How the reverse GST formula works The Australian GST rate is 10%. When you have a GST-inclusive amount and need to work backwards: GST component = …
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, …
Education Expense Management Videos
Video
Can I pay business expenses with Budgetly?
Watch the video below to hear from Matt Clements, VP of Growth at Budgetly. In this video, Matt Clements, VP of Growth at Budgetly, answers a common …
Video
Does Budgetly have any AI capabilities?
Watch the video below to hear from Matt Clements, VP of Growth at Budgetly. In this video, Matt Clements, VP of Growth at Budgetly, shares how …
Video
How do budget limits and spending rules work?
Watch the video below to hear from Matt Clements, VP of Growth at Budgetly. In this video, Matt Clements, VP of Growth at Budgetly, explains how …
Video
What is spend management software?
Watch the video below to hear from Matt Clements, VP of Growth at Budgetly. In this video, Matt Clements, VP of Growth at Budgetly, breaks down what …
Video
What is Budgetly?
Watch the video below to hear from Matt Clements, VP of Growth at Budgetly. In this short video, Matt Clements, VP of Growth at Budgetly, gives a …
Watch the Education demo
Cards, budgets, receipts, accounting sync.
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Budgetly for Education
- Replace shared cards and reimbursements
- Budget controls by department and campus
- Staff capture receipts from their phone
- Faster month-end for school finance teams
Guides & Articles on Managing Spend in Education
Insight
Managing department budgets in universities
The spreadsheet that runs the department Every university department has one. A budget spreadsheet maintained by the department administrator, updated …
Insight
P&C budgeting: a practical guide for school treasurers
The P&C treasurer’s spreadsheet problem Every school Parents and Citizens (P&C) treasurer inherits the same thing: a spreadsheet. …
Insight
How schools manage expense approvals without slowing down
The approval bottleneck that costs schools weeks every term A teacher needs $85 for art supplies. They fill out a purchase request form, hand it to …
Insight
How to increase productivity in the workplace with automated expense tracking
AS FEATURED ON CAMPUS REVIEW Explore the transformative potential of automated expense tracking in Australian educational institutions, and see how …
Insight
How schools can cut the red tape in expense management with Budgetly
As featured on The Educator Australia There’s nothing worse than having to spend your own money for work purposes and undergoing the gruelling waiting …
Insight
80% of the Education sector uses a shared company card for expenses
Curious about how schools are tackling financial management challenges in today’s digital age? In this engaging webinar recording with The …
Insight
Budgetly is ending reimbursements and card sharing in schools
As featured on The Educator Australia For teachers, there’s nothing worse than having to spend your own money on school excursions and wait days for …
Insight
The odyssey of expense management for schools & education providers: a tale of efficiency
Once upon a time, there lived a diligent group of educators and administrators, imparting knowledge and shaping the future. But behind the scenes, …
Insight
Enhancing Efficiency and Reducing Costs as an Education Provider in Australia
Are you thinking of improving your efficiency as an education provider? This article explores the benefits of automating your expense management …
Education Expense Management Case Studies
Taree Christian Community School 'save days' no longer chasing receipts with Budgetly!
Taree Christian Community School “save days” no longer chasing receipts with Budgetly! “We already recommend Budgetly to businesses like ours and will …
Lighthouse Christian School saves time & stops overspending with Budgetly
“We’ve saved so much time and money with Budgetly, which we can put to use in other areas of the business.” Natasha Evans, Accountant Overview …
Aspire Education saves each centre 1 day a week in expense management
“We previously used bank credit cards, and we’d have to collect receipts and reconcile them for each centre manually. But now we have 15 centres …
Teach For Australia cuts expense management time in half
“I love using Budgetly, and it’s been really great for our organisation compared to bigger banks. The software’s so user-friendly and easy to use, …
Aurora Southern Highlands Steiner School Saves 4 Hours a Week With Budgetly
“Budgetly has definitely solved our initial nightmare of papers. We don’t have to worry about reimbursements because of the improvements in our …
Faith Christian School Saves One Week per Month on Admin
“Without Budgetly, we’d still be spending a lot of time chasing receipts. Now that our staff can add transaction notes in the app we have saved a …
How Hillsborough OOSH Saves Time and Achieves Greater Visibility with Budgetly
“The main thing for us with Budgetly was the convenience. The Budgetly account on Xero pretty much reconciles itself because everything is just …