CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Self-Study

Best Practices for Invoice Handling

1 Credits: Accounting

$29.00$49.00

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Best Practices for Invoice Handling

Format
Self-Study
Course Level
Overview
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.

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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; and
  • Identify best practice invoice handling routines.
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Course Specifics

Course ID
1153419
Revision Date
October 25, 2022
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Compliance Information

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

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 …

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