Shows / Putting the AP in hAPpy
Putting the AP in hAPpy
A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce payment fraud, regulatory fines and bad vendor data. Great tips for the Accounts Payable and Procurement teams to clean-up their vendor data, clean-up their vendor processes so that they can pay the right vendor.
Episodes
Putting the AP in hAPpyEpisode 171: Top 3 Fraud Risks Accounts Payable Teams Need to Watch Out For in 2022
Send us Fan Mail In 2021, we all hoped that the effects of 2020 would have peaked in many ways, but certainly with fraud – well – it did not. In this episode…
Putting the AP in hAPpyEpisode 170: Avoid Email Fraud in the Vendor Process - 20 Tips in 20 Minutes
Send us Fan Mail If you and your vendor team are accepting vendor supporting documents via email, then you are susceptible to email fraud. Doing something a…
Putting the AP in hAPpyEpisode 169: Debra R Richardson and Jess Sheer Talk Fraud Mitigation for Those Pesky Fraudulent Emails and Vendor Bank Change Requests
Send us Fan Mail So it’s not often that I have the chance to sit down and have a conversation with Jess Scheer the Executive Editor at IOFM, an association for…
Putting the AP in hAPpyEpisode 168: 5 FAQs For AP Team Processing Both the 1099-MISC and 1099-NEC Forms
Send us Fan Mail Now that the AP team has to send not only 1099-MISC but for the 2nd year – 1099-NECs – I thought I’d answer some frequently asked questions…
Putting the AP in hAPpyEpisode 167: 5 Steps to Handle Returned 1099s
Send us Fan Mail In this episode, I am going to talk through a process to handle returned 1099’s. If you don’t have a plan for dealing with returned 1099’s or…
Putting the AP in hAPpyEpisode 166: 3 Top Frequently Asked Questions When Onboarding New Vendors (Yes They All Have To Do With The W-9)
Send us Fan Mail I receive questions all the time on the vendor process. Here are my all-time top 3 frequently asked questions – and yes, they have everything…
Putting the AP in hAPpyEpisode 165: 3 Not So Frequently Asked Questions When Onboarding New Vendors
Send us Fan Mail receive, but today I wanted to share 3 not so frequently asked questions that may resonate with you especially given the changes so many…
Putting the AP in hAPpyEpisode 164: What is the COI of Your Bad Vendor Data?
Send us Fan Mail I recently heard the acronym COI and didn’t know what it meant. Well, I know now and I am applying it to keeping your vendor data clean –…
Putting the AP in hAPpyEpisode 163: What the Vendor Team Needs to Know About the Updated IRS W-8 Forms
Send us Fan Mail For your Non-US Vendors – did you know that the IRS published new versions of the W-8 forms? If you want to know when you have to start using…
Putting the AP in hAPpyEpisode 162: How to Collect Missing Vendor W-9s Before Year-End or Anytime of the Year
Send us Fan Mail Do you and your team find yourselves at near Year-End with W-9s to collect? I have a strategy that will get those W-9s collected or protect…
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Episode 161: It's Time to Clean Your Vendor Master File – Updated for 2021
Send us Fan Mail Are you getting ready for the 1099 and 1042 forms distribution and the related tax filing? Are you dreading that because you know your Vendor…
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Episode 160: Charity Fraud - Don't Send Crooks Money on Giving Tuesday - Replay!
Send us Fan Mail What do you need to know to research and validate charitable organizations so you don’t send crooks your company’s intended tax-deductible…
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Episode 159: October is Cybersecurity Awareness Month: Prioritizing Cybersecurity in a Hybrid Workplace
Send us Fan Mail It's October and that means it’s Cybersecurity Awareness Month – this week the focus in on Working in a Hybrid Workplace – so if you are not…
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Episode 158: October is Cybersecurity Awareness Month: Why You May Want to Switch to A Cybersecurity Career
Send us Fan Mail It's October and that means it’s Cybersecurity Awareness Month – this week the focus in on Cybersecurity Careers – so if you are wondering…
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Episode 157: October is Cybersecurity Awareness Month > 3 Fundamentals for Shoring Up Phishing Defenses
Send us Fan Mail It's October and that means it’s Cybersecurity Awareness Month – Do you know your phishing defenses? Keep listening. Check out my website…
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Episode 156: October is Cybersecurity Awareness Month and What the Vendor Team Can Get Out of It
Send us Fan Mail It's October and that means it’s Cybersecurity Awareness Month. What is that and what does it have to do with the Vendor Team? Keep listening…
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Episode 155: 8 Validations Using the Data from the IRS W-9 Form
Send us Fan Mail You require and successfully collected the W-9. Are you performing all the recommended validations? Keep listening. Check out my website…
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Episode 154: Vendor Validations Using the Data on Invoices, Banking Forms and Contracts
Send us Fan Mail When you setup a new vendor or change an existing vendor, you’re probably collecting the IRS Form W-9 or the applicable version of the IRS W-8…
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Episode 153: Which Vendors Should be Considered “Active” in Your Vendor Master File?
Send us Fan Mail I talk a lot about cleaning the vendor master file and inactivating vendors. This week I had a question about active vendors – specifically –…
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Episode 152: A "Simple" Way to Mitigate Fraud is Just Not That Simple & The Missing Step
Send us Fan Mail To prevent paying a fraudster your vendor’s payment – I bet your Vendor Team has implemented the step to contact the vendor. It’s called that…
Putting the AP in hAPpyEpisode 151: Debra R Richardson Talks With Casey Allen on Steps Your IT Team is Taking to Prevent Email Fraud in Accounts Payable And Conversations You Should Be Having with IT
Send us Fan Mail Show Notes In today’s episode, I have Casey Allen a Cybersecurity Professional to explain what your IT team is doing to protect your emails…
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Episode 150: In 2017 A City Paid a Fraudster and In 2021 It Almost Happened Again – Here’s Why
Send us Fan Mail You have a fraud scare – or worse, a fraudulent payment. You put processes into place to prevent it from happening again. 4 years later no one…
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Episode 149: Top 4 Ways Internal Fraudsters Conceal Occupational Fraud and the Top 3 Ways to Detect
Send us Fan Mail I talk a lot about external fraudsters trying to get fraudulent banking information into your vendor master file to divert your vendor's…
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Episode 148: Why You Still Need to Authenticate Vendors Even When Their Email Address Is Legitimate – Updated for 2021
Send us Fan Mail If you think you recognize your vendor’s email address and everything is ok – in this episode I will talk about why that may not be the case…
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Episode 147: Use TINCheck.Com to Validate Your Vendor’s Bank Is Not on a Sanctions List
Send us Fan Mail If you are currently doing an OFAC validation to make sure your vendor is not on the US Treasury watch lists but not doing the same for your…
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Episode 146: 9 Ways to Collect Missing Vendor Email Addresses to Update the Vendor Master File – Updated for 2021
Send us Fan Mail Are you in the middle of an AP Automation project and realize you don’t have email addresses for your vendors to notify them of changes to…
- Putting the AP in hAPpy
Episode 145: Is Your Accounts Payable Team Still Taking Phone Calls from Vendors? Updated for 2021
Send us Fan Mail If your vendor team or Accounts Payable Help Desk is still taking calls from vendors – I have some information to help you with some 2021…
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Episode 144: Implement a 3 Step Process to Change Vendor Banking and Avoid Fraud
Send us Fan Mail If there was 3 step process to make sure you were communicating and receiving supporting documentation from your real vendor, then making sure…
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Episode 143: Tales from an Audit: Findings for Management of the Vendor Master File and Best Practices to Avoid
Send us Fan Mail I found an Audit of 10 Government Entities on the Vendor Management practices and wow – their findings include common issues that your…
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Episode 142: What Is Vishing and How Can You Protect Your Vendor Team?
Send us Fan Mail Have you heard of “Vishing”? That is Phishing – but with a “V”. If you want to know what type of fraud this is and how to protect your vendor…
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Episode 141: Recommendations to Include in Your Company’s Fraud Response Plan for Your Vendor Processes
Send us Fan Mail Do you know what your company’s Fraud Response Plan is? Is the Vendor Process included? Well, it should be and if you want to know what a…
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Episode 140: Tales from A Dark Side: 5 Cases of Recent Occupational Fraud (And How To Avoid)
Send us Fan Mail In today’s episode, I am going to focus on 5 employees who took advantage of their position and a lack of internal controls to defraud their…
Putting the AP in hAPpyEpisode 139: Debra R Richardson Talks With Shakari Tucker About the IRS CP2100/CP2100A Notification, Best Practices for the B-Notice Process and Tips to Avoid it Next Season
Send us Fan Mail In today’s episode, I have a very special guest Shakari Tucker-Dial to talk about the IRS Notification process when your company files its…
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Episode 138: 4 Questions to Ask of Your Vendor Setup and Maintenance Process For 2021
Send us Fan Mail In today’s episode, I am giving you 4 questions to ask you and your team about your vendor process – I know you guys are doing double duty –…
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Episode 137: Replay! Best Practices to Protect Your Vendors’ Sensitive Data from being Exposed on Desks, Printers and File Cabinets
Send us Fan Mail As you and your vendor team members head back to the office full-time or in with a hybrid schedule, this is a great time to remind everyone of…
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Episode 136: Two Advantages Using TINCheck.com For Vendor Validations
Send us Fan Mail Vendor Validations – are you or your Vendor team members logging into multiple sites to perform your vendor validations before adding that…
Putting the AP in hAPpyEpisode 135: Debra R Richardson and Mo Miah Discuss the AP Association’s AP Appreciation Week 2021
Send us Fan Mail In this episode, I welcome Mo Miah from the AP Association to discuss the first AP Appreciation Week of 2021. Listen to hear the activities…
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Episode 134: Don’t Miss These 2021 Opportunities to Celebrate With Your AP Team
Send us Fan Mail Did you know there are Accounts Payable (AP) organizations that have AP celebration weeks? Well, we are going to talk about three…
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Episode 133: 5 Considerations You May Not Be Thinking About for Your Vendor Process
Send us Fan Mail To avoid fraud, regulatory fines and just overall bad vendor data – there is a lot to think about in the vendor setup and maintenance process…
- Putting the AP in hAPpy
Episode 132: 3 Ways to Speed Up the Vendor Onboarding Process
Send us Fan Mail Rightfully so, you’ve probably have added additional steps to your vendor add/change process to avoid fraud, regulatory fines and just overall…
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Episode 131: A New Vendor Validation to Make Sure Your Vendor Is Real
Send us Fan Mail It's not often that I come across a new validation for the vendor legal Name – so if you are as curious as I was.. Keep listening. Check out…
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Episode 130: What To Do When Your Vendor Does Not Know How To Complete the IRS Form W-9
Send us Fan Mail Think about that back and forth you go through with some vendors to get an accurate IRS Form W-9. In today’s episode, we are going to talk…
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Episode 129: A Lesson Learned From A 2020 Tesla Insider Threat To Protect Your Vendor Team
Send us Fan Mail Okay – so we know Tesla has been trending for years in the electric car space – but I bet you would not have thought there would be a lesson…
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Episode 128: FBI Stats on Business Email Compromise (BEC) in 2020 and What They Say You Should Do If Your Company Falls Victim
Send us Fan Mail Remember in March of 2020 when most AP teams packed up abruptly and went to work from home? Well here are the FBI stats about what affect that…
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Episode 127: 3 Vendor Onboarding Best Practices for US Government Vendors
Send us Fan Mail US Government Vendors – so we know we don’t have to submit 1099’s for government vendors – but what does that really mean for the vendor setup…
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Episode 126: Should You Change Your Vendor Banking Based on An Invoice?
Send us Fan Mail So, a vendor called in because their payment was not received. You research it or send it over to whoever does that on your team or in your…
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Episode 125: How Do You Split Your Vendor Process Tasks? Plus, an Example
Send us Fan Mail How do you have the steps in your vendor process split? Are they all done by one team member, split within the vendor team, or like some…
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Episode 124: Do You Have Vacant or Inactive Vendor Addresses in Your Vendor Master File?
Send us Fan Mail If you are like most your vendor addresses in your vendor master file are standardized in a format that ensures they are mailable. But will…
Putting the AP in hAPpyEpisode 123: A Conversation with Josh Kunkel on Employee Appreciation – The Remote Version
Send us Fan Mail My guest today was on all the way back in Episode 20 to talk about Employee Appreciation Day and how he as a Leader in his business, found…
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Episode 122: Do IRS Forms W-9 Expire? When Should You Collect a New One?
Send us Fan Mail If you are wondering whether the IRS Form W-9 ever expires the answer is yes and no. To learn what I mean by that and when you should collect…
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Episode 121: Here’s How A Vendor Self-Registration Portal Can Add Security and Validation to Vendor Banking
Send us Fan Mail Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication techniques…
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Episode 120: What is Smishing and How Can You Protect Your Vendor Team?
Send us Fan Mail Do you know the difference between phishing, vishing and smishing? Well, if want to know the difference and how to specifically combat…
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Episode 119: 7 Steps to Transition the Vendor Process to A Shared Service Environment
Send us Fan Mail Many Vendor Teams are still working remotely, and as a result of that many companies are thinking of changing where they work, which could…
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Episode 118: Let’s Get Happy About Brexit and Accounts Payable with Heather Peters – Updated for 2021
Send us Fan Mail My podcast guest today is the founder of Happy AP in the UK and she is returning to give us an update on Brexit now that 2020 is past and so…
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Episode 117: Top 3 Fraud Risks Accounts Payable Teams Need to Watch Out For in 2021
Send us Fan Mail Do you know what the Top 3 Fraud Risks are for Accounts Payable and Vendor Teams going into 2021 are? Join my guest Geoffrey Simpson and I, as…
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Episode 116: Quick Episode on a Company Branded ACH Form
Send us Fan Mail Since this is another short holiday week for everyone across the world to go into the New Year, I thought I’d give you something can listen to…
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Episode 115: Quick Episode on Authentication
Send us Fan Mail Since this is a short holiday week for those in the United States, I thought I’d give you something can listen to quickly – a quick Vendor…
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Episode 114: Lessons Learned Implementing A Vendor Self-Registration Portal Part 3 – The Vendor Team
Send us Fan Mail Automation in Accounts Payable is not new, but many AP teams are turning to automation as we deal with continued remote working. If a Vendor…
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Episode 113: Lessons Learned Implementing A Vendor Self-Registration Portal Part 2 – The Users
Send us Fan Mail Automation in Accounts Payable is not new, but many AP teams are turning to automation as we deal with continued remote working. If a Vendor…
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Episode 112: Lessons Learned Implementing A Vendor Self-Registration Portal Part 1 – The Portal
Send us Fan Mail Automation in Accounts Payable is not new, but many AP teams are turning to automation as we deal with continued remote working. If a Vendor…