Essential Insights

T&E Best Practices: Complete Guide to Ensure Compliance

Part of the Accounts Payable Series

Travel and entertainment (T&E) can be an ongoing headache for A/P and finance execs.

Expense reports are often vulnerable to innocent mistakes, abuse, escalating costs and increased IRS scrutiny.

To prevent such problems savvy finance professionals implement proven best practices whether they handle 10 or 10,000 T&E expense reports a year.

How do they do it?

The Solution: T&E Best Practices: Complete Guide to Ensure Compliance

What's Inside?
T&E Best Practices: Complete Guide to Ensure Compliance

T&E Best Practices in 30 Minutes

  • 5 questions Accounting must ask to ensure IRS compliance
  • Rock-solid recordkeeping: What receipts you need and for how long
  • T&E policies and procedures that control costs and reduce errors
  • When to say 'no': Prevent employees from milking the system
  • Eliminate mistakes from T&E processes

T&E Compliance - What You Need to Know

  • Get the info you need: Overcome the 'I'm too busy for paperwork' excuse
  • Expense reimbursement dos and don'ts
  • Receipts: Why the IRS' $75 rule should not be a best practice for your organization
  • Company credit cards: 3 major questions your department needs to ask

Bullet-proof Your T&E Operations

  • Keys to get buy-in from everyone - top to bottom
  • 'Not without a slip!': Combating T&E fraud and abuse
  • T&E auditing: How much is too much?
  • Tricky T&E questions answered

Get This Essential Insights & Much More …

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To your success,

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