K2's Expense Reporting Automation - Nebraska Society of CPAs

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Overview

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.

Course Instructor: Thomas Stephens

Highlights

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

Prerequisites

Fundamental knowledge of expense reporting fundamentals

Designed For

Business professionals seeking to improve expense reporting process

Objectives

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.