Dealing with Expense Report Reimbursement Problems

1 Credits: Accounting


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Dealing with Expense Report Reimbursement Problems

Course Level
CPE Credits

1 Credits: Accounting

Course Description

With travel expenses ranking as the second largest controllable expense for many organizations, the need for an effective and efficient expense reimbursement policy is more crucial than ever. This course, led by industry expert Mary Schaeffer, addresses the persistent challenges faced by companies in managing employee expense reimbursements. Participants will explore common problems in the reimbursement process, from illegible receipts to unauthorized expenses and delayed approvals. More importantly, the course offers practical solutions, drawing from best practices in the industry. Attendees will learn how to establish clear processes for dealing with ambiguous receipts, develop policies to handle non-compliant reimbursement requests, and strategize for prompt managerial approvals. The course also delves into conflict resolution techniques within the reimbursement framework and highlights key areas where expense report fraud is likely to occur. By the end of this course, participants will be equipped with the knowledge and tools to streamline their organization’s expense reimbursement process, minimizing errors and enhancing overall efficiency.

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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; and
  • Pinpoint areas employees are most likely to cheat on their expense reports.
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Course Specifics

Course ID
Revision Date
October 26, 2022

There are no prerequisites.

Advanced Preparation


Number of Pages

Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Mary S. Schaeffer Headshot

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 …