Seminar
Live Replay WebinarIntermediate level
K2's Expense Reporting Automation
★★★★☆
4.4 · 19 attendee ratings
Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company’s use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
Learning objectives
Upon completing this course, you should be able to:
- Select at least two types of employee expenses that are identified as very risky by the course
- Identify at least two common expense reimbursement fraud schemes.
- Choose responses that explain how bank feeds are different from data extraction/OCR applications
- Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
- Explain how artificial intelligence can be used to identify unusual items in expense reports
Major topics
Overview of selected expense and corporate credit card reporting and management platforms
Major fraud schemes associated with expense reporting
Extracting and importing transaction data from bank feeds and matching to receipts
Who this is for
Business professionals seeking to improve expense reporting process
Prerequisites: Fundamental knowledge of expense reporting fundamentals
Course details
- Recommended CPE credit
- 2 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental knowledge of expense reporting fundamentals
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 25c-expauto
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Your instructor
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
Full profile →Attendee feedback
4.4
19 attendee ratings
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