T&E Automation


Q. How do you handle company travel? Do you handle travel in-house with a designated department? Do you outsource it to a travel company, and if so, who do you use? Do you use a full-service program… Read More
Q. Our department manages both travel and accounts payable. I would like to ask the panelists if they use a duty of care automated solution. If they do, what solution do they use? If they don’t,… Read More
Q. We process expense reports with receipts that need to be converted from foreign currencies to USD. AP has been using the currency converter xe.com because it had been the only one we could find… Read More

Course Description

The course covers AP fundamentals, best practices and regulatory compliance, all of which are necessary to excel in the accounts payable field. This course is the foundation for

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Why You Need a Business Case

As an AP manager, you fully understand all the advantages your company stands to gain by automating its AP processes. And you are no doubt aware of the dozens of success

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It sounds scary. While you know you should automate, are you the person who should get the ball rolling? If nobody else will, then it’s up to you—but what do you know about automation? Are you… Read More

Preparing the Business Case

Let’s talk about the actual process of building the business case. The first phase of business case building, preparation, is a three-step process. Step 1:

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Refining the Business Case

Now we come to the heart of the matter—the business case itself. Although there are many acceptable formats, in its simplest form, a business case for a project

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Thinking Like a CFO

Of course, every CFO is different. But translating AP benefits into CFO benefits begins with an understanding the three things every CFO wants: 1. Increased

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Like most AP processes, managing T&E expenses can be made easier when using automated tools. The first step toward T&E automation is implementing a corporate card program to consolidate T&E spending.… Read More

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