Self-Study Course Details
Course Description

Travel expenses are, for many organizations, their second largest controllable expense. This is just one of the reasons why it is imperative that every organization have a strong policy that governs these expenditures. That being said, the number of problems that continue to plague many companies when it comes to expense reimbursements defies logic. There has to be a better way. 

In this course, industry expert Mary Schaeffer take a look some of the more common problems experienced by companies related to employees, expense reimbursement requests. She not only identifies the issues, but offers solution on how best-practice companies minimize these problems and, in some cases, eliminate them.

Learning Objectives
  • Identify how to create processes for dealing with illegible receipts
  • Learn how to develop a policy for dealing with reimbursement requests for items clearly not covered in the policy
  • Identify strategies for dealing with managers who take too long to approve employees expense reimbursement requests
  • Recognize practices to deal with conflicts around the reimbursement process
  • Identify areas employees are most likely to cheat on their expense reports
Prerequisites
  • None
Advanced Preparation

None

Author Details
  • Mary Schaeffer
    Mary Schaeffer

    Mary Schaeffer, AP Now’s Founder creates content around the accounts payable and payment function. This material takes the form of a twice-a-week free ezine, the AP Now podcast and YouTube channel with 500+ videos, a monthly newsletter, 20+ business books, a variety of courses for accountants and AP professionals, and numerous webinars. She served on the Business Payments Coalition and Federal Reserve’s Remittance Delivery Assessment Work Group, and is currently a member of Nacha’s ACH Network Advisory Panel. Schaeffer has been named a Top AP Influencer for the last five years. She also received the Well-Being for Others award from them in 2021 and was named the Top AP Influencer in 2022. She has a BS in Mathematics and an MBA in Finance. Before founding AP Now, she worked in corporate finance and treasury for Continental Grain (Cash Manager) Equitable Life, now AXA (Assistant Treasurer) and O&Y (Financial Risk Manager). 

NASBA Sponsor
  • National Registry of CPE Sponsors for the QAS self-study delivery method
    Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.

$15.00

CPE
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    Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.

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