Policies & Procedures

Accounts Payable Solution Consultant Certificate Program (APSC) – Self-Study Online Course

Course Description

The course covers AP fundamentals, best practices and regulatory compliance, all of which are necessary to understand your clients who work in the accounts payable

IOFM Members rely on “Ask the Expert” whenever they’re stumped. IOFM's tax experts are standing by, ready to answer your 1099 compliance questions. And a panel of more than 100 AP practice leaders are also on call for your next best practice question.

Expense reimbursements for the C-suite

Q. I would appreciate some feedback from the IOFM Advisory Panelists on these questions : How does your Company handle expense reimbursements for the C-suite? Do you have a different policy with… Read More

Employee expensing meals while out of state

Q. We have an employee that lives out of state and flies in weekly to Wisconsin. He expenses all of his meals while in Wisconsin each week. Is this generally allowed? Would it be allowed at your… Read More

Meal expense per diem rates

Q. We would like to do some research on travel meal expense per diem. I found the IRS and GSA, but the rates were low. Would there be other resources we would refer to as a guide for our travel… Read More

What to Do to Avoid T&E Red Flags

Controlling costs is a top priority for every organization. Plus, employee fraud—check tampering, phony payments, and expense report trickery—is an ongoing worry. Employee travel and… Read More

Travel & Entertainment (T&E) Master Class

Course type: Self-study | On-demand

Registration fee: $249 per learner

IOFM CEUs available: 3

Estimated learning hours: 1-3

Technology Requirements: Most

What you need to know about Corporate Travel in 2019

Tech brands are transforming the business travel and expense landscape—and business traveler expectations. This will have big implications for your finance organization. Join us for

2018 T&E Trends and Benchmarks to Improve Spend Management

Does it feel like your travel and expense (T&E) spending is out of control?

Successful T&E spending can translate into:

New business
Stronger client and supplier relationships
Staff

A T&E Consortium - Profitable Togetherness

A group of far-flung companies have found a unique way to attack their T&E expense issues. They have banded together in a consortium. The consortium currently consists of Tokyo Electron America,… Read More

Establish and Enforce a Sound Expense Reporting Policy

AP can help ensure adherence to T&E policies and prevent fraud by setting forth a consistent expense reporting process. Here are some mechanisms AP can put in place to prevent… Read More