CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Best Practices for Invoice Handling

Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Accounting

Course Description

Best practices for the invoice handling function are critical for those organizations concerned about their profitability. Poor practices result in excess costs, duplicate payments, increased processing expenses, fraud, and frayed vendor relationships. This course presents information you can use to identify best practice problems. Industry expert Mary S. Schaeffer explains the invoice issues, then reveals the best practices, almost best practices, and worst practices for each problem facing accounts payable dealing with invoice handling.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify effective invoice receipt practices
  • Cite effective data entry rules for invoice processors
  • Identify best practice invoice handling routines

Course Specifics

Course ID
1153419
Revision Date
August 6, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
Qualifies for CA Fraud: Yes
Qualifies for CA Fraud Credits: 1

Course Instructor

Mary S. Schaeffer Headshot
Mary S. Schaeffer, MBA

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in the bottom line. Armed with a degree in math and a graduate degree in finance, she takes a “roll up your sleeves and dig into the details” approach to finding solutions to those problems that cause migraines for CFOs, controllers, and managers. Fifteen years spent researching and writing about payment issues gives Mary a unique vantage point. Combine that with an almost equal amount of time spent in the corporate trenches of several large finance and treasury departments, and you’ll understand …

Mary S. Schaeffer, MBA Read More »

Best Practices for Invoice Handling

Expert Instructors
Format
CPE CREDITS
1 Credits: Accounting

$29.00$49.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Overview
Credits
CPE Credits
1 Credits: Accounting

Course Description

Best practices for the invoice handling function are critical for those organizations concerned about their profitability. Poor practices result in excess costs, duplicate payments, increased processing expenses, fraud, and frayed vendor relationships. This course presents information you can use to identify best practice problems. Industry expert Mary S. Schaeffer explains the invoice issues, then reveals the best practices, almost best practices, and worst practices for each problem facing accounts payable dealing with invoice handling.

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify effective invoice receipt practices
  • Cite effective data entry rules for invoice processors
  • Identify best practice invoice handling routines

Course Specifics

Course ID
1153419
Revision Date
August 6, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
Qualifies for CA Fraud: Yes
Qualifies for CA Fraud Credits: 1

Course Instructor

Mary S. Schaeffer Headshot
Mary S. Schaeffer, MBA

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in the bottom line. Armed with a degree in math and a graduate degree in finance, she takes a “roll up your sleeves and dig into the details” approach to finding solutions to those problems that cause migraines for CFOs, controllers, and managers. Fifteen years spent researching and writing about payment issues gives Mary a unique vantage point. Combine that with an almost equal amount of time spent in the corporate trenches of several large finance and treasury departments, and you’ll understand …

Mary S. Schaeffer, MBA Read More »

Best Practices for Invoice Handling

Expert Instructors
Format
CPE CREDITS
1 Credits: Accounting

$29.00$49.00

Clear