Research Reports

Considering the speed of change in today’s workplace and our regulatory environment, there is a high likelihood that your organization’s AP and T&E policies need to change as frequently as every year.

As a result, it’s essential to have a set of policies in place that are not only easily understandable, but also easily updatable. And that’s why IOMA Research has developed this two-volume set.

Based on the responses of over 450 AP and T&E professionals to an exclusive IOMA survey, these two volumes bring you a wealth of guidance, in-the-field strategies, and tips, all based on exclusive survey results, such as:

• Best strategies to enhance T&E operations
• How to develop, communicate and implement the best AP policies for your organization
• Reimbursement policies that rein in costs
• Invoice management, including approvals, verifications, exceptions, workflow, year-end, and more
• Why company cars can be a ticking time bomb
• Using corporate p-cards and how to grow your program
• Benchmark data help set audit target policies
• The master vendor file: setups, naming conventions, collecting vendor information, and more
• Cutting costs and speeding up reimbursements with direct deposit
• New trends in T&E automation
• Processing payments: check printing, signing and distribution
• Key elements in developing internal controls, controlling fraud, complying with Sarbanes-Oxley Section 404, and more
• 1099 workers, nonresident aliens, unclaimed property and more

Solid policies and procedures can also help you satisfy auditors and avoid Sarbanes-Oxley issues. So, to help you develop new policies or enhance your current ones, the two reports also include over 100 pages of policy tips, sample policy language and model forms covering such areas as invoice processing, payment processing, purchasing cards, petty cash, master vendor file, internal controls and fraud, travel arrangements, travel advances, air travel, lodging, car rental, personal car use, local and international travel, meal allowances for overtime, meals and entertainment, per diems, special situations, corporate travel card, expense reports, and much, much more.

And, finally, you get extensive appendices which feature real corporate T&E policies being used today by 10 American companies, as well as demographics and compiled results from IOMA’s recent survey of over 450 AP and T&E professionals.

You can rely on this supporting material to compare your policies to other organizations like yours, including your competitors, to bring your policies to a higher leve or confirm that your policies are in line with the best.

No-Risk Web Offer: You get IOMA's Ironclad 100% Money-Back Guarantee: if you're dissatisfied with your print report for any reason, return it within 30 days and you'll receive a full refund — with no questions asked. (Sorry, IOMA cannot grant refunds on electronic purchases.)

Click here to review this report's Table of Contents and Introduction.