CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Dealing with Expense Report Reimbursement Problems

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

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

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

  • Create processes for dealing with illegible receipts.
  • 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.
  • Create practices to deal with conflicts around the reimbursement process.
  • Pinpoint areas employees are most likely to cheat on their expense reports.

Course Specifics

Course ID
1193491
Revision Date
July 17, 2020
Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220

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 »

Dealing with Expense Report Reimbursement Problems

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

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

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

  • Create processes for dealing with illegible receipts.
  • 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.
  • Create practices to deal with conflicts around the reimbursement process.
  • Pinpoint areas employees are most likely to cheat on their expense reports.

Course Specifics

Course ID
1193491
Revision Date
July 17, 2020
Advanced Preparation

None.

Compliance information

NASBA Provider Number: 103220

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 »

Dealing with Expense Report Reimbursement Problems

Expert Instructors
Format
CPE CREDITS
1 Credits: Accounting

$29.00$49.00

Clear