As accounting professionals and controllers are increasingly pressured to reduce costs and do more with fewer resources, expense management presents a significant opportunity to save both time and money in a number of ways. Find out how organizations today are managing the latest T&E expense spending, technology and business travel trends. Plus, learn how companies are using automation to streamline the expense reporting process, increase efficiency and productivity, and better control employee spending.
Topics covered include:
Banish timely spreadsheets and improve employee satisfaction, for good
Annual T&E expense spending trends and benchmarks by category
Top expense management challenges and goals for improvement
How to Identify the nearly 20% of out of policy company T&E’s
How mobile expense reporting to reduce processing costs by up to 65%
Ways to automate policy enforcement and improve compliance rates
T&E Management: Comparing spreadsheets with expense report automation Ashley Emery
From receipts to Microsoft Excel spreadsheet templates, travel and entertainment expense reporting is historically rooted in manual, paper-based processes. However, for companies of a certain size or with certain reporting and operational requirements, paper and spreadsheets may not offer everything these organizations need in an expense management solution. Today, T&E automation software can help lower processing costs, improve control over spending, increase travel policy compliance and much more. Join Certify for this insightful live webinar comparing the pros and cons of manual, paper-based reporting processes with a fully automated expense management system.
Expense Reporting Strategies, Trends and Technologies for 2016Ashley Emery
Accounting and finance professionals are increasingly pressured to lower company costs, often with reduced budgets that limit access to the latest technology resources. Now, more businesses are turning to their travel and entertainment (T&E) expense management programs for improved spending control and labor-saving efficiencies. A recent nationwide survey of more than 500 CFOs, controllers, and accountants reveals key strategies, trends, and technologies that U.S. companies are using in 2016 to measurably reduce costs, improve T&E policy compliance, and effectively do more with less.
2017 Travel and Entertainment Expense Management Trends: Eliminating Ineffici...Ashley Emery
A new survey of more than 600 CFOs, controllers and accounting professionals identifies the top trends and approaches to expense management for today’s small, midsized and enterprise businesses. Learn what other leading companies are doing to overcome their T&E expense challenges and leverage findings from the survey to improve expense reporting at your company.
Uncovering the Employee T&E Spend Trends of 2017Ashley Emery
Do your employees have bad habits when it comes to travel spend? Do you wonder if there are areas where simple modifications to your policy could reduce costs? It can be difficult to spot patterns in employee spend behavior, especially when the expense reporting process is largely manual. This webinar will shed light on what is often a murky, poorly controlled area of the budget.
Featuring the latest survey data from PayStream Advisors and Certify, you’ll learn:
Expense management automation adoption and usage trends
Benchmark travel spending by category
Policy enforcement practices
Top drivers for expense management improvement initiatives
T&E Expense Spending and Automation Technology Trends for 2016Ashley Emery
The average U.S. company budgets between 6 and 12 percent of total annual revenues for travel and entertainment expenses. Faced with rising costs and added responsibility for the bottom line, today’s accounting professionals are increasingly turning to automation to streamline the expense management process and better control spending across a number of important functions. This webinar will provide new insight into the latest business travel expense and technology trends. Plus, learn how companies of every size are leveraging automation to improve internal spend management procedures for accounts payables and employee-initiated expenses.
Topics covered include:
Annual T&E expense spending trends and category benchmarks
Top spend and expense management challenges reported by U.S. businesses
Most-wanted technologies for improved efficiency, control and visibility
How process automation can improve employee productivity by 29%
Six strategies to automate expense management and control spending
Travel and Entertainment Expense Management Trends for 2016Ashley Emery
Certify recently surveyed more than 500 CFOs, controllers and accounting professionals from outside of its customer base to uncover the top trends and best practices in expense management today. Find out what other small, midsized and enterprise businesses like yours are doing to navigate the complex expense reporting process, streamline workflow, and increase spending visibility and control.
Learn more about:
• T&E expense spending benchmarks by category and average amount
• Common expense management challenges and expected benefits
• The factors and estimated costs to process an individual expense report
• Types of systems and processes currently used for expense management
• What it takes to achieve a return on investment with a new system
How Automated T&E Expense Management Removes Barriers to Company GrowthAshley Emery
An eighteen-year study on the impact of business travel found that every dollar a company invests in T&E spending returns an average of $9.50 in revenue and $2.90 profit. While this data offers a clear and compelling reason to invest in business travel, many organizations are seeing their growth opportunities dashed by inefficient expense reporting and employee reimbursement processes. Now, an insightful new webinar from Accountex and Certify identifies the common expense management pitfalls that can cost you money and hold your company back. Plus, learn more about today’s top business travel and expense technology trends among small to mid-sized U.S. companies.
Discover how your company can maximize every business travel dollar. Topics include:
Common expense reporting mistakes that erode productivity and profits
The hidden and average expense report processing costs
Calculating lost productivity and lost opportunity among staff
U.S. business travel trends and T&E spending benchmarks
Top expense management technologies used by small and midsized business
T&E Management: Comparing spreadsheets with expense report automation Ashley Emery
From receipts to Microsoft Excel spreadsheet templates, travel and entertainment expense reporting is historically rooted in manual, paper-based processes. However, for companies of a certain size or with certain reporting and operational requirements, paper and spreadsheets may not offer everything these organizations need in an expense management solution. Today, T&E automation software can help lower processing costs, improve control over spending, increase travel policy compliance and much more. Join Certify for this insightful live webinar comparing the pros and cons of manual, paper-based reporting processes with a fully automated expense management system.
Expense Reporting Strategies, Trends and Technologies for 2016Ashley Emery
Accounting and finance professionals are increasingly pressured to lower company costs, often with reduced budgets that limit access to the latest technology resources. Now, more businesses are turning to their travel and entertainment (T&E) expense management programs for improved spending control and labor-saving efficiencies. A recent nationwide survey of more than 500 CFOs, controllers, and accountants reveals key strategies, trends, and technologies that U.S. companies are using in 2016 to measurably reduce costs, improve T&E policy compliance, and effectively do more with less.
2017 Travel and Entertainment Expense Management Trends: Eliminating Ineffici...Ashley Emery
A new survey of more than 600 CFOs, controllers and accounting professionals identifies the top trends and approaches to expense management for today’s small, midsized and enterprise businesses. Learn what other leading companies are doing to overcome their T&E expense challenges and leverage findings from the survey to improve expense reporting at your company.
Uncovering the Employee T&E Spend Trends of 2017Ashley Emery
Do your employees have bad habits when it comes to travel spend? Do you wonder if there are areas where simple modifications to your policy could reduce costs? It can be difficult to spot patterns in employee spend behavior, especially when the expense reporting process is largely manual. This webinar will shed light on what is often a murky, poorly controlled area of the budget.
Featuring the latest survey data from PayStream Advisors and Certify, you’ll learn:
Expense management automation adoption and usage trends
Benchmark travel spending by category
Policy enforcement practices
Top drivers for expense management improvement initiatives
T&E Expense Spending and Automation Technology Trends for 2016Ashley Emery
The average U.S. company budgets between 6 and 12 percent of total annual revenues for travel and entertainment expenses. Faced with rising costs and added responsibility for the bottom line, today’s accounting professionals are increasingly turning to automation to streamline the expense management process and better control spending across a number of important functions. This webinar will provide new insight into the latest business travel expense and technology trends. Plus, learn how companies of every size are leveraging automation to improve internal spend management procedures for accounts payables and employee-initiated expenses.
Topics covered include:
Annual T&E expense spending trends and category benchmarks
Top spend and expense management challenges reported by U.S. businesses
Most-wanted technologies for improved efficiency, control and visibility
How process automation can improve employee productivity by 29%
Six strategies to automate expense management and control spending
Travel and Entertainment Expense Management Trends for 2016Ashley Emery
Certify recently surveyed more than 500 CFOs, controllers and accounting professionals from outside of its customer base to uncover the top trends and best practices in expense management today. Find out what other small, midsized and enterprise businesses like yours are doing to navigate the complex expense reporting process, streamline workflow, and increase spending visibility and control.
Learn more about:
• T&E expense spending benchmarks by category and average amount
• Common expense management challenges and expected benefits
• The factors and estimated costs to process an individual expense report
• Types of systems and processes currently used for expense management
• What it takes to achieve a return on investment with a new system
How Automated T&E Expense Management Removes Barriers to Company GrowthAshley Emery
An eighteen-year study on the impact of business travel found that every dollar a company invests in T&E spending returns an average of $9.50 in revenue and $2.90 profit. While this data offers a clear and compelling reason to invest in business travel, many organizations are seeing their growth opportunities dashed by inefficient expense reporting and employee reimbursement processes. Now, an insightful new webinar from Accountex and Certify identifies the common expense management pitfalls that can cost you money and hold your company back. Plus, learn more about today’s top business travel and expense technology trends among small to mid-sized U.S. companies.
Discover how your company can maximize every business travel dollar. Topics include:
Common expense reporting mistakes that erode productivity and profits
The hidden and average expense report processing costs
Calculating lost productivity and lost opportunity among staff
U.S. business travel trends and T&E spending benchmarks
Top expense management technologies used by small and midsized business
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeAshley Emery
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond. How does your company’s overall Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
Expense Management: Best Practices and Benchmarking for 2015 Ashley Emery
Travel and Entertainment (T&E) expenses—second only to payroll as the largest business expense—are becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore, effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond.
How does your company’s overall T&E spending, as well as spending within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Join us for an hour-long discussion about the best practices to reduce T&E spending and simplify expense management processes in 2015.
New Technologies and Best Practices in Expense Management: Insights to Drive ...Ashley Emery
More than 80% of companies polled indicate they plan to make the switch to online expense management software within the next 18 months. While leading finance professionals are moving their manual processes to the cloud, what are the real benefits of switching to these automated systems? Implementing company-wide software is no easy task. How are these Fortune 500 companies (with thousands of employees) migrating to these new technologies?
Join us as we review the results of Certify’s Expense Management Outlook 2014 survey; benchmark your company’s travel and entertainment (T&E) expense management processes, pain points, and use of technology in helping to tame T&E expenses; and discover how T&E management automation is delivering return on investment (ROI) to companies of all sizes.
Expense Management Strategies to Maximize ROI in 2016Ashley Emery
Advancements in automation continue to streamline the expense reporting process, and with it further reducing the time it takes for many companies to realize the return on investment from a new system. Join us for an informative hour-long webinar with data analysis from leading research organizations and more than 400 CFOs, controllers and accounting professionals to identify best practices in expense management today. You will also hear from a company that uses a fully automated reporting solution about how the system quickly delivers not just ROI, but better compliance with T&E policy, increased productivity and efficiency, and greater employee satisfaction.
Travel & Expense Management 2015: Strategies to control T&E spending and impr...Ashley Emery
Second only to payroll, travel and expense spending accounts for 10% - 12% of the total annual budget in most companies and organizations. With so much at stake a sound T&E management program is to essential the bottom line. But how can accounting and finance professionals be sure to employ the best, most effective approaches to managing costs?
Topics include an in depth review of:
The key T&E management trends that support the need for greater control
Tools to streamline process, reduce fraud and minimize employee errors
How automation can simplify T&E management and improve policy compliance
How to Gain Control, Reduce Fraud and Increase Process Efficiency in the Mode...Ashley Emery
Join us as we discuss how to alleviate the top pain points in travel and expense management, including: the untimely submission of expense reports, lack of adherence to company policies that can lead to fraud , and inefficient submission, review and approval processes. This live 60-minute event will show you how top finance professionals are leveraging the latest technology and procedural best practices to streamline their travel and expense management programs.
T&E Management: How to Improve Control, Compliance and ProcessesAshley Emery
Join us as we review the results of our annual expense management survey, providing benchmarks for your company’s travel and entertainment (T&E) management processes. We will discuss how to alleviate the top pain points in T&E management, including: the untimely submission of expense reports, inefficient processes, and lack of adherence to company travel policies. In this live 60-minute event, learn how top finance professionals are leveraging technology in conjunction with procedural best practices to improve control, policy compliance and overall processes.
A Guide to Effective Expense Management Strategies for 2015Ashley Emery
The shift to on-line expense management software is here, with more than 80% of companies indicating they plan to make the switch within the next 18 months. Yet although many companies intend to automate their manual expense management processes, they still need to justify the investment in doing so. That begs a crucial question for finance executives: What are the tangible benefits of automating expense management?
During this Webcast, we will review the findings of Certify's 2015 Annual Expense Management Outlook survey and what the findings mean for finance leaders. We will also describe how you can benchmark your expense management processes relative to those of other companies. And we will share examples that illustrate why companies of all sizes have come to recognize that expense management in particular lends itself best to automation.
How Technologies like Certify and Uber Are Transforming Modern Business TravelAshley Emery
Certify and ride-hailing leader Uber bring you the latest data-driven insights and technology trends shaping the experiences and purchase behaviors of the modern business traveler. This webinar also includes a live product demonstration of the Uber for Business auto-expense feature integrated with the Certify Mobile expense reporting app.
Taking control of employee spending business travel and expense management tr...Ashley Emery
Find out the latest business travel trends and how they’re driving the purchase decisions and preferences of your employees on the road. Plus, learn how automation improves the expense reporting process for employees and accountants with commentary from Teri Tocash, AP Manager for CBC Companies.
Leading trends in travel and entertainment expense management: The finance pr...Ashley Emery
Certify recently surveyed more than 500 CFOs, controllers and accounting professionals from outside of its customer base to uncover the top trends and best practices in expense management today. Find out what other small, midsized and enterprise businesses like yours are doing to navigate the complex expense reporting process, streamline workflow, and increase spending visibility and control.
Learn more about:
• Annual T&E expense spending by category and company size
• Common expense management challenges and expected benefits
• The factors and estimated costs to process an individual expense report
• Types of systems and processes currently used for expense management
• What it takes to achieve a return on investment with a new system
Taming the Travel & Entertainment Expense Beast: Benchmarks & Best PracticesAshley Emery
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Discover how companies are leveraging technology in conjunction with procedural best practices to remove common T&E headaches including: the untimely submission of expense reports, lost receipts, inefficient processes and paperwork relative to reviewing and approving expense reports and ensuring adherence to company travel policies.
Five Reasons Not to Use Excel Spreadsheets for Expense ReportingAshley Emery
Excel is an amazingly powerful tool that’s rightfully earned the adoration of accountants and finance professionals everywhere. However, anyone who has ever tried to use Excel spreadsheets for T&E expense management knows its limitations, especially at scale. Today, automation can help lower processing costs, improve control over spending, increase travel policy compliance and much more.
This webinar will discuss how the world of business travel and expense management has evolved beyond Excel and manual, paper-based T&E reporting processes. We will discuss best practices and real world examples of how automation of T&E can dramatically lower T&E processing costs, reduce mistakes, and streamline reporting and oversight.
Leveraging New Technology to Simplify Expense Report Management for Employee ...Ashley Emery
See the current travel and entertainment expense management practices used by leading finance professionals and organizations in the U.S. See how finance professionals are leveraging technology to drive down travel and entertainment (T&E) costs and increase visibility into employee spend.
Travel & Expense Management Trends for 2013Ashley Emery
During the live event, we will analyze and discuss the responses from the 2013 Annual Travel and Expense Management Survey, compiled from like-minded finance professionals from all sized organizations.
Key Takeaways:
The key difference between expense management processes of small business and enterprise organizations
The shift to cloud based systems and the driving forces behind the switch
Get connected: How integrating accounting, HR, travel and expense systems improve efficiency, lower costs & more
The largest areas for improving the expense management processes
Top financial pressures and pain points and how these differ between company size
Travel & Expense Management 2015: How to Establish a Successful T&E Policy an...Ashley Emery
As the second largest line item cost for most companies and organizations, travel and expense spending requires careful controls to maintain corporate policy and manage budgets. Each year, the U.S. General Services Administration (GSA) researches average costs for meals, lodging and incidental expenses in destinations throughout the 48 continental states. As a well-defined and well-researched guideline, the GSA per diem rate framework can be used by any organization to create a successful travel and expense management policy with greater control and visibility into T&E spend.
Delivering earnings predictability, owning corporate governance, and supporting productivity across the enterprise are among the top challenges faced by financial professionals. Where do financial professionals even begin defining a strategy to embrace these opportunities? The answer to that question may raise more than a few eyebrows: best-in-class travel and entertainment (T&E) expense management
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017. You’ll also learn the strategies and technologies they’re using to get ahead in 2018 by streamlining inefficient processes, reducing hassles, and saving time and money over spreadsheets and manual paper-based reporting programs.
2015 T&E Expense Benchmarking: Are Your Employees Splurging on the Company DimeAshley Emery
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond. How does your company’s overall Travel and Entertainment spend, and spend within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Unfortunately, benchmarks for overall T&E spend and key T&E spend within each categories are all but impossible to find.
Expense Management: Best Practices and Benchmarking for 2015 Ashley Emery
Travel and Entertainment (T&E) expenses—second only to payroll as the largest business expense—are becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Therefore, effective budgeting, planning, and management of T&E expenses is critical for companies of all sizes in 2015 and beyond.
How does your company’s overall T&E spending, as well as spending within key categories, compare with other companies? How are companies leveraging automation to better understand and control how employees are spending the company dime? Join us for an hour-long discussion about the best practices to reduce T&E spending and simplify expense management processes in 2015.
New Technologies and Best Practices in Expense Management: Insights to Drive ...Ashley Emery
More than 80% of companies polled indicate they plan to make the switch to online expense management software within the next 18 months. While leading finance professionals are moving their manual processes to the cloud, what are the real benefits of switching to these automated systems? Implementing company-wide software is no easy task. How are these Fortune 500 companies (with thousands of employees) migrating to these new technologies?
Join us as we review the results of Certify’s Expense Management Outlook 2014 survey; benchmark your company’s travel and entertainment (T&E) expense management processes, pain points, and use of technology in helping to tame T&E expenses; and discover how T&E management automation is delivering return on investment (ROI) to companies of all sizes.
Expense Management Strategies to Maximize ROI in 2016Ashley Emery
Advancements in automation continue to streamline the expense reporting process, and with it further reducing the time it takes for many companies to realize the return on investment from a new system. Join us for an informative hour-long webinar with data analysis from leading research organizations and more than 400 CFOs, controllers and accounting professionals to identify best practices in expense management today. You will also hear from a company that uses a fully automated reporting solution about how the system quickly delivers not just ROI, but better compliance with T&E policy, increased productivity and efficiency, and greater employee satisfaction.
Travel & Expense Management 2015: Strategies to control T&E spending and impr...Ashley Emery
Second only to payroll, travel and expense spending accounts for 10% - 12% of the total annual budget in most companies and organizations. With so much at stake a sound T&E management program is to essential the bottom line. But how can accounting and finance professionals be sure to employ the best, most effective approaches to managing costs?
Topics include an in depth review of:
The key T&E management trends that support the need for greater control
Tools to streamline process, reduce fraud and minimize employee errors
How automation can simplify T&E management and improve policy compliance
How to Gain Control, Reduce Fraud and Increase Process Efficiency in the Mode...Ashley Emery
Join us as we discuss how to alleviate the top pain points in travel and expense management, including: the untimely submission of expense reports, lack of adherence to company policies that can lead to fraud , and inefficient submission, review and approval processes. This live 60-minute event will show you how top finance professionals are leveraging the latest technology and procedural best practices to streamline their travel and expense management programs.
T&E Management: How to Improve Control, Compliance and ProcessesAshley Emery
Join us as we review the results of our annual expense management survey, providing benchmarks for your company’s travel and entertainment (T&E) management processes. We will discuss how to alleviate the top pain points in T&E management, including: the untimely submission of expense reports, inefficient processes, and lack of adherence to company travel policies. In this live 60-minute event, learn how top finance professionals are leveraging technology in conjunction with procedural best practices to improve control, policy compliance and overall processes.
A Guide to Effective Expense Management Strategies for 2015Ashley Emery
The shift to on-line expense management software is here, with more than 80% of companies indicating they plan to make the switch within the next 18 months. Yet although many companies intend to automate their manual expense management processes, they still need to justify the investment in doing so. That begs a crucial question for finance executives: What are the tangible benefits of automating expense management?
During this Webcast, we will review the findings of Certify's 2015 Annual Expense Management Outlook survey and what the findings mean for finance leaders. We will also describe how you can benchmark your expense management processes relative to those of other companies. And we will share examples that illustrate why companies of all sizes have come to recognize that expense management in particular lends itself best to automation.
How Technologies like Certify and Uber Are Transforming Modern Business TravelAshley Emery
Certify and ride-hailing leader Uber bring you the latest data-driven insights and technology trends shaping the experiences and purchase behaviors of the modern business traveler. This webinar also includes a live product demonstration of the Uber for Business auto-expense feature integrated with the Certify Mobile expense reporting app.
Taking control of employee spending business travel and expense management tr...Ashley Emery
Find out the latest business travel trends and how they’re driving the purchase decisions and preferences of your employees on the road. Plus, learn how automation improves the expense reporting process for employees and accountants with commentary from Teri Tocash, AP Manager for CBC Companies.
Leading trends in travel and entertainment expense management: The finance pr...Ashley Emery
Certify recently surveyed more than 500 CFOs, controllers and accounting professionals from outside of its customer base to uncover the top trends and best practices in expense management today. Find out what other small, midsized and enterprise businesses like yours are doing to navigate the complex expense reporting process, streamline workflow, and increase spending visibility and control.
Learn more about:
• Annual T&E expense spending by category and company size
• Common expense management challenges and expected benefits
• The factors and estimated costs to process an individual expense report
• Types of systems and processes currently used for expense management
• What it takes to achieve a return on investment with a new system
Taming the Travel & Entertainment Expense Beast: Benchmarks & Best PracticesAshley Emery
Travel and entertainment—second only to payroll as the largest business expense—is becoming increasingly more difficult to control as companies expand across borders and grow through acquisitions. Discover how companies are leveraging technology in conjunction with procedural best practices to remove common T&E headaches including: the untimely submission of expense reports, lost receipts, inefficient processes and paperwork relative to reviewing and approving expense reports and ensuring adherence to company travel policies.
Five Reasons Not to Use Excel Spreadsheets for Expense ReportingAshley Emery
Excel is an amazingly powerful tool that’s rightfully earned the adoration of accountants and finance professionals everywhere. However, anyone who has ever tried to use Excel spreadsheets for T&E expense management knows its limitations, especially at scale. Today, automation can help lower processing costs, improve control over spending, increase travel policy compliance and much more.
This webinar will discuss how the world of business travel and expense management has evolved beyond Excel and manual, paper-based T&E reporting processes. We will discuss best practices and real world examples of how automation of T&E can dramatically lower T&E processing costs, reduce mistakes, and streamline reporting and oversight.
Leveraging New Technology to Simplify Expense Report Management for Employee ...Ashley Emery
See the current travel and entertainment expense management practices used by leading finance professionals and organizations in the U.S. See how finance professionals are leveraging technology to drive down travel and entertainment (T&E) costs and increase visibility into employee spend.
Travel & Expense Management Trends for 2013Ashley Emery
During the live event, we will analyze and discuss the responses from the 2013 Annual Travel and Expense Management Survey, compiled from like-minded finance professionals from all sized organizations.
Key Takeaways:
The key difference between expense management processes of small business and enterprise organizations
The shift to cloud based systems and the driving forces behind the switch
Get connected: How integrating accounting, HR, travel and expense systems improve efficiency, lower costs & more
The largest areas for improving the expense management processes
Top financial pressures and pain points and how these differ between company size
Travel & Expense Management 2015: How to Establish a Successful T&E Policy an...Ashley Emery
As the second largest line item cost for most companies and organizations, travel and expense spending requires careful controls to maintain corporate policy and manage budgets. Each year, the U.S. General Services Administration (GSA) researches average costs for meals, lodging and incidental expenses in destinations throughout the 48 continental states. As a well-defined and well-researched guideline, the GSA per diem rate framework can be used by any organization to create a successful travel and expense management policy with greater control and visibility into T&E spend.
Delivering earnings predictability, owning corporate governance, and supporting productivity across the enterprise are among the top challenges faced by financial professionals. Where do financial professionals even begin defining a strategy to embrace these opportunities? The answer to that question may raise more than a few eyebrows: best-in-class travel and entertainment (T&E) expense management
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017. You’ll also learn the strategies and technologies they’re using to get ahead in 2018 by streamlining inefficient processes, reducing hassles, and saving time and money over spreadsheets and manual paper-based reporting programs.
Expense Management in 2018: Planning for Success | December 19, 2017Ashley Emery
When it comes to company expense management priorities, is your team prepared for the year ahead? Join us and find out what more than 600 finance and accounting professionals identified as their top employee-initiated and travel and entertainment expense challenges, pain points and pressures to succeed in 2017.
2018 Expense Management Trends: How Will They Affect Your Company?Ashley Emery
With so many expense solutions available today, you may be surprised to learn that 49 percent of organizations have not yet leveraged automation to improve their expense management process.
The 2018 Expense Management Trends Report by Certify, Inc. surveyed more than 500 CFOs, controllers, and financial professionals to uncover the top T&E trends impacting businesses today. T&E spend can have a significant impact on the bottom line, so managing the process efficiently is critical.
Join Ernie Humphrey, CEO and Founder of 360 Thought Leadership Consulting, on Thursday, July 26 at 2pm EST for a lively discussion about the latest trends impacting expense management, such as:
• The hidden cost of manual expenses—and the danger lurking in plain sight
• How quickly expense automation can achieve positive ROI
• Ways to improve policy compliance by up to 67%
• The must-have features of an expense-management solution
Spend and Control 2017: Business Travel and Expense Technology Trends | Novem...Ashley Emery
Get the latest insights into today’s business travel trends and how they’re driving the purchase decisions and preferences of your employees on the road. You’ll also see survey results from more than 600 companies with insight into the tools and best practices they’re using to manage the expense reporting and reimbursement process.
Exploring results from the 2017 T&E Expense Management Trends Survey, learn from the experience of businesses like yours and discover how you can streamline workflow, increase spending visibility and control, and manage the complex expense reporting process with ease.
2018 travel and expense trends and benchmarks to improve spend managementAshley Emery
This webinar shares exclusive new data on T&E spending and provide proven strategies for getting the greatest return on investment for your T&E dollar.
Effective T&E Expense Management: A Million Dollar Value PropositionAshley Emery
Join us to discover how companies of all sizes are leveraging technology to establish visibility, benchmark costs and expenses,
and establish controls that lower expense report processing costs, mitigate fraud, fuel more effective T&E spend, and
impact productivity across the enterprise. We will construct a million dollar business case for T&E expense management
done right and empower you to identify specific opportunities to improve T&E expense management at your company.
Expense Report Automation and the ROI of T&EAshley Emery
The latest webinar from Proformative and Certify will show you how organizations of every size and industry are using automation to reduce overhead cost and streamline workflow processes in order to maximize the return on their valuable T&E investment.
Winning CFO Approval for Expense Management AutomationCertifyInc
In this webinar, we examine the top priorities of today’s CFOs and how automation helps to achieve these goals. We walk through five strategic themes that your business case must address if you want buy-in from the c-suite.
What you need to know about Corporate Travel in 2019CertifyInc
Tech brands are transforming the business travel and expense landscape—and business traveler expectations. Join us as we look at the biggest trends in corporate travel and how finance leaders can create a future-proofed corporate travel policy that will help manage spending and cut costs—while also meeting the needs of business travelers in 2019.
Controlling Spend | The Elements of an Improved T&E ProcessCertifyInc
Travel and expense is a notoriously difficult operating cost to effectively manage that can severely hinder employee productivity and spend visibility. Join Mark Brousseau to learn how analytics and insights from trends can directly improve your overall T&E process for everyone’s benefit.
Uncovering Insights: Using analytics and benchmarks to improve T&ECertifyInc
Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.
T&E Done Right: The Three Pillars of Visibility, Benchmarking, and ControlCertifyInc
Ernie Humphrey, CEO of 360 Thought Leadership Consulting, discusses how visibility into T&E processes and expenses—when combined with the right sort of industry benchmarking—allows companies to take control of T&E spend while also directly impacting top-line revenue and the bottom line.
Accounts Payable Trends 2017: The Process and Technology of AP Invoice | Octo...Ashley Emery
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A Memorandum of Association (MOA) is a legal document that outlines the fundamental principles and objectives upon which a company operates. It serves as the company's charter or constitution and defines the scope of its activities. Here's a detailed note on the MOA:
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Name Clause: This clause states the name of the company, which should end with words like "Limited" or "Ltd." for a public limited company and "Private Limited" or "Pvt. Ltd." for a private limited company.
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Legal Requirement: The MOA is a legal requirement for the formation of a company. It must be filed with the Registrar of Companies during the incorporation process.
Constitutional Document: It serves as the company's constitutional document, defining its scope, powers, and limitations.
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External Communication: It provides clarity to external parties, such as investors, creditors, and regulatory authorities, regarding the company's objectives and powers.
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Binding Authority: The company and its members are bound by the provisions of the MOA. Any action taken beyond its scope may be considered ultra vires (beyond the powers) of the company and therefore void.
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Five Expense Management Strategies That Save Time and Money While Banishing Spreadsheets
1. Five Expense Management Strategies That Save
Time and Money While Banishing Spreadsheets
August 25, 2016
2. Agenda
Today’s presentation will cover:
Learning Objectives
• Annual T&E expense spending trends and benchmarks by category
• Top expense management challenges and goals for improvement
• Identifying the nearly 20% of company T&E spend that’s out of policy
• How mobile expense reporting to reduce processing costs by 65%
• Ways to automate policy enforcement and improve compliance rates
3. AgendaWebinar Notes
• Today’s event will be recorded and all attendees will be kept in listen-only mode
to eliminate excessive background noise
• Links to today’s presentation and the recording of this webinar will be sent out
to all attendees within 24 hours of the event
• Please ask questions on today’s topic via the “Questions” box in your control
panel at any time during the event. We will do our best to answer all questions
during the Q&A session at the end of the event; if we do not get to your
question, we will follow up with you directly
5. AgendaAbout Certify
• Industry-leading, first fully automated travel and expense
management system
• 64 languages, 140+ currencies, clients in 80 countries
• #1 highest rated expense management software for user
satisfaction on G2 Crowd
• PC Magazine Editors’ Choice for best expense management
software of 2016
• Processing over 30 million expense transactions and $10+
billion in expense reports for 2015
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#SageSummit |@TwitterHandle (Optional) 6
Why T&E Expense Matters
7. $310b
AgendaT&E Spending Around the World
$1.25tglobal business travel
spending 2015
Global Business Travel Association 2015
U.S. business travel
spending 2015
8. AgendaBusiness Investment in T&E
8-12%
total annual budget
for T&E expenses
(Aberdeen Group 2015)
PayStream Advisors 2016
Company Revenue Average Annual Travel Spend
Less than $100 million ~ $700,000
$100 million to $500 million ~ $1,500,00
$501 million to $2 billion ~ $7,400,000
Greater than $2 billion ~ $58,000,000
12. T&E spending ranks as the 2nd
most difficult operating expense
category to control
Forrester Research 2015
13. Click to add text
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#SageSummit |@TwitterHandle (Optional) 13
Expense Management Trends
14. AgendaPOLLING QUESTION 1
a) Paper-based/spreadsheets
b) ERP system (Oracle, Microsoft Dynamics, etc.)
c) Web-based expense software (Certify, Concur, etc.)
d) Not applicable
How does your organization currently manage T&E
expense spending?
15. AgendaCurrent Systems by Company Size
Web-based solution (Concur, IBM, etc.)
Microsoft Excel/spreadsheets
Pen and paper
Homegrown solution
ERP/accounting package (Oracle, SAP, etc.)
MANUAL SYSTEMS: 70% small businesses, 26% enterprise
22%
55%
10%
5%
8%
37%
37%
9%
4%
13%
46%
16%
4%
6%
28%
SMALL
BUSINESS
MID-SIZE
BUSINESS ENTERPRISE
Certify Annual Travel & Expense Management Survey 2016
16. Gather receipts,
itineraries and write down
non-receipt items
Enter expenses in Excel with
category, vendor, dates, etc.
Print spreadsheets, tape or
staple receipts and make
copies
Sign report/date report
and present or mail to
manager
And then … wait
Receive reports for all
employees at different times
during the month/quarter
Check expenses for
receipts, review for out-
of-policy items, etc.
If errors, return report to
employee to start over;
wait for resubmission
Sign/approve reports and
route to the next
manager or to AP
Receive reports for all
employees at different times
of the month/quarter
Match receipts with line-
items, verify all charges,
dates and vendors
Check for receipts, manager
approvals, out-of-policy
items, etc.
Manually enter expense
data into accounting
software
Manually enter data
from accounting
software to payroll for
reimbursement
Accountants
Managers
Employees
Manual expense reporting processManual Expense Reporting Process
17. AgendaExpense Reporting’s Hidden Costs
• Man hours to create, review and approve reports
• Hard costs for paper, printing and postage
• Time required for reconciliation and reimbursement
• Storage fees to archive expense reports
• Lost productivity and lost opportunity
Consider the soft and hard dollar costs:
$6.85
fully automated
$17.31
semi-automated
$26.63
manual
PayStream Advisors 2015
Cost to process a single
expense report:
18. AgendaTop Goals for Improving T&E
Certify Annual Travel & Expense Management Survey 2016
25%
28%
32%
40%
66%
Reimburse employees faster
Improve employee compliance rates to corporate policy
Gain reporting and analytics around T&E spend
Provide system accessibly from anywhere (online, mobile)
Simplify process for employees and managers
19. AgendaT&E Policy Compliance
73%85%of all companies report having a
written T&E policy in place
of those companies
are manually reviewing
for policy violations
Manual policy review is inefficient,
prone to error and fraud
Certify Annual Travel & Expense Management Survey 2016
20. Top 5 Highest Expense Amounts of 2015
$35,000 for a dozen cases of wine
$25,000 house rental for one day
$20,000 private plane rental
$18,000 night out in Las Vegas
$4,000 for one bottle of champagne
Certify Craziest Expenses Survey 2015 (non-customers)
Why Policy Enforcement Matters
21. For the average company, an
estimated 20% of a total T&E spend
is considered out of policy
Aberdeen Group 2014
22. AgendaPOLLING QUESTION 2
a) We have no formal T&E policy
b) Manual review process
c) Automated system that flags violations
d) Policy is not enforced
How does your organization enforce compliance
with company T&E policies?
23. Click to add text
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#SageSummit |@TwitterHandle (Optional) 23
Five T&E Strategies that Save
Time and Money
24. Agenda#1 Mobile: Make it Easy for Employees
• Optical character recognition/auto-fill: snap photos
of receipts, automatically parse data into reports
• Mobile report creation: build expense reports from
the road as receipts are captured and saved
• Remote approvals: managers can review and
approve reports from any location to reduce delays
Top features for mobile T&E reporting:
25. Agenda#2 T&E Policy: Make Enforcement Automatic
• Set hard/soft policy controls: apply spending caps,
reporting requirements (meal attendees, receipts,
etc.), vendor preferences, and more
• Eliminate duplicate receipts/expenses: automatic
system reviews identify duplicate expenses, flag out-
of-policy expenses, reduce fraud, and save money
• Manage expense reporting on time: set a schedule
to automatically build reports, notify employees and
managers, and submit expenses (specific to Certify)
Flagged violation, notifying manager
amount exceeded policy limit
26. Agenda#3 Travel : Control Cost Before It’s Expensed
Pre-Trip Approval:
Requires authorization prior to booking;
configured by employee, policy, etc.
Lowest Logical Fare:
Automatically identifies best available
rates for proposed itinerary
$
• Category spending limits (i.e. amount
not to exceed)
• Preferred travel vendors for air, hotel
and car rental
• Acceptable classes of service for flights
Controllable costs via integrated travel booking:
• Advance purchase and connecting flight
requirements
• Ancillary fees (upgrades, boarding, airline
clubs, etc.)
• Changing or cancelling flights
27. Agenda#4 Integrations: the Key to Efficiency
• Accounting systems: automate key accounting
functions and streamline workflow
• Corporate credit cards: direct control over
employee spending, faster reconciliation
• Corporate systems: reduce data entry and errors
across multiple redundant systems
• ACH reimbursement: direct deposit for more
efficient reimbursement, simplified accounting
28. Agenda#5 Reporting: Can’t Control What You Can’t See
• Spending: analyze company spend by expense
category, department, individual employee,
monthly reimbursements, etc.
• Compliance: review processed and in-progress
reports, policy violations, identify risk and
offenders, improve company compliance rates
• Workflow: monitor people and process;
documented path of approvals ensure expenses
are reviewed and approved according to policy
Actionable analytics and insights into key
spending and performance metrics:
29. Click to add text
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#SageSummit |@TwitterHandle (Optional) 29
Certify Travel & Expense
Product Demonstration
30. Click to add text
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#SageSummit |@TwitterHandle (Optional) 30
Questions?
