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How Can Companies Reimburse Board Members and Clients Without Paper Forms?
July 28, 2026
Q. We have vendors/clients/board members/committee members who need to be reimbursed. Instead of using paper reimbursement, is there a way that doesn't involve adding additional software? We currently use Concur for internal expense reimbursement but don't want to add external customers to our Concur site for various reasons.
A.
(Answered by IOFM's third-party T&E expert)
For the cases noted, we have historically set them up “suppliers” and processed their reimbursements via the ERP like any…
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