K2’s Expense Reporting Automation
Computer Software and Applications
2 CPE Credits
25c-expauto
In-Person, Webinar
Live
Intermediate
100 Minutes
Major Topics
- Extracting and importing transaction data from bank feeds and matching to receipts
- Overview of selected expense and corporate credit card reporting and management platforms
- Major fraud schemes associated with expense reporting
Learning 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
Description
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.
Compliance Information
Business professionals seeking to improve expense reporting process
None
Computer Software and Applications
2 Credits
January 1, 2025