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 hAPpy
Episode 111: Quick Episode on Bank Validations
Send us Fan Mail Since this is a short holiday week for those in the United States, I thought I’d give you can listen to quickly on Bank Validations. Keep…
- Putting the AP in hAPpy
Episode 110: Are These Happening to You? 7 Warning Signs it's Time to Clean Your Vendor Master File
Send us Fan Mail While you may not think you have a problem, if these 7 events are happening at your company, they are warning signs that it’s time to clean…
- Putting the AP in hAPpy
Episode 109: AP General Mailboxes Are Being Attacked – 2 Resources to Validate Vendor Domains
Send us Fan Mail Remember the best practice to create a general AP mailbox to consolidate one place to receive emails that each applicable team member could…
- Putting the AP in hAPpy
Episode 108: Getting the Vendor Team Ready for the Busy Year-End
Send us Fan Mail It’s that time of year – again. Want to know how you can getting you and/or your vendor team ready for year-end? Keep listening. Check out my…
- Putting the AP in hAPpy
Episode 107: Are You Putting Your Vendors’ Banking at Risk in Your VMF
Send us Fan Mail If you or your team are currently storing and maintaining vendor banking in your Accounting System or ERP you’ll want to hear my answer to an…
- Putting the AP in hAPpy
Episode 106: 5 Recommendations to Train Your New Vendor Maintenance Team Member
Send us Fan Mail Are you (or do you have) a new team member in Vendor Maintenance and want some training recommendations? Keep listening. Check out my website…
- Putting the AP in hAPpy
Episode 105: Non-US Vendors? Collect and Use Vendor Registration Numbers
Send us Fan Mail Do you have International or Non-US vendors in your vendor master file? Well if you said yes, I agree with you. If you said no, stay tuned for…
- Putting the AP in hAPpy
Episode 104: 14 Achievable AP Certifications That May Help Your Career
Send us Fan Mail Have you just arrived in Accounts Payable and looking for some training? Or are you a seasoned AP Professional that is looking to move up? How…
- Putting the AP in hAPpy
Episode 103: Free and Paid Resources to Validate Vendor Banking Details
Send us Fan Mail Keep the fluff – if all you want is a list of free and paid resources to validate your vendor banking – this episode is for you! Keep…
- Putting the AP in hAPpy
Episode 102: Is Your Vendor Add/Change Process Included in Your Audit? 3 Steps to Start
Send us Fan Mail We all know to check the domain of our vendors’ email address to verify that it is not fraudulent, but what happens when the cybercriminal is…
- Putting the AP in hAPpy
Episode 101: Why You Still Need to Authenticate Vendors Even When Their Email Address Is Legitimate
Send us Fan Mail We all know to check the domain of our vendors’ email address to verify that it is not fraudulent, but what happens when the cybercriminal is…
- Putting the AP in hAPpy
Episode 100: Why You Need to Get Vendor Sensitive Information Out of Email and 2 Options To Use Instead
Send us Fan Mail You may already know that you need to get your vendor sensitive information out of email, but you may not know a couple of options you can use…
- Putting the AP in hAPpy
Episode 99: Using Vendor Risk Management Tools to Keep Vendor Data Clean
Send us Fan Mail Want to know how Accounts Payable can use risk management programs to help with keeping vendor records clean in the vendor master file? Keep…
- Putting the AP in hAPpy
Episode 98: Vishing: Should Your AP Team Be Taking Calls From Vendors Anyway?
Send us Fan Mail Vishing campaigns are increasing – do you and your team know how to protect your vendor data and your company’s payments so that you pay the…
- Putting the AP in hAPpy
Episode 97: Why You May Need to Collect the I-312 South Carolina Form for Non-Resident Vendors
Send us Fan Mail Did you know that there were states that require you to determine if non-resident withholding is necessary for your vendors, most times prior…
- Putting the AP in hAPpy
Episode 96: Do You Need to Collect the NC W-4NA Form When Setting Up New Vendors
Send us Fan Mail Did you know that there were states that require you to determine if non-resident withholding is necessary for your vendors, most times prior…
- Putting the AP in hAPpy
Episode 95: Do You Need to Collect the PA REV-1832 Form When Setting Up New Vendors?
Send us Fan Mail Did you know that there were states that require you to determine if non-resident withholding is necessary for your vendors prior to the first…
- Putting the AP in hAPpy
Episode 94: Do You Need to Collect the California 587 or 590 Forms When Setting Up New Vendors?
Send us Fan Mail Did you know that there were states that require you to determine if non-resident withholding is necessary for your vendors prior to the first…
- Putting the AP in hAPpy
Episode 93: How To Setup Canadian Vendors
Send us Fan Mail Do you have a Canadian Vendor to setup and need some resources to make sure you are verifying tax registration numbers, address formats, watch…
- Putting the AP in hAPpy
Episode 92: 3 Tools to Help You Clean Your Vendor Master File
Send us Fan Mail Are you ready to clean your vendor master file and would like to hear about three tools can help you validate vendor data and find duplicate…
- Putting the AP in hAPpy
Episode 91: 3 Critical Areas For AP To Focus On During a Merger or Acquisition
Send us Fan Mail Do you have an upcoming or are you living through a Merger or Acquisition of another companies Accounts Payable activity into yours? My guest…
Putting the AP in hAPpyEpisode 90: Machine Learning in Accounts Payable
Send us Fan Mail Wondering what Machine learning can do for Accounts Payable? My guest today Mikko Hytönen, CEO of Dooap is here to share with you how you may…
- Putting the AP in hAPpy
Episode 89: Why Sox Compliance Is Not Complete Protection Against Fraud
Send us Fan Mail Reviewing an article from nsKnox on Sox compliance and why it is not enough to protect your company against fraud. Whether you are a public…
Putting the AP in hAPpyEpisode 88: Cyber Safety Education With CSNP
Send us Fan Mail Rhea Galsim is my podcast guest today and we are talking about CSNP, a 501c3 Non-Profit organization that provides free cyber safety training…
Putting the AP in hAPpyEpisode 87: Audits to Evaluate Cloud Based Software Providers for Your AP Automation Project
Send us Fan Mail If you are one of many AP teams that are now starting to look at implementing or upgrading AP Automation tools, then you need to listen to my…
- Putting the AP in hAPpy
Episode 86: Don’t Make Your Vendor Self-Registration Portal Too Complicated or Vendors Won’t Register
Send us Fan Mail Back talking about vendor self-registration portals this week expanding on one of the three ways to increase vendor adoption I recommended in…
- Putting the AP in hAPpy
Episode 85: 3 Ways to Increase Vendor Adoption for Your Vendor Self-Registration Portal
Send us Fan Mail Vendor Self-Registration Portals as a result of the current Pandemic and what may be the new normal for Accounts Payable or AP may be getting…
- Putting the AP in hAPpy
Episode 84: Leveraging Invoice Fraud Tools to Fight Fraud in Vendor Changes
Send us Fan Mail Can you use a tool used to check for fraudulent invoices sent via email to check for fraud in vendor changes sent via email? Keep listening…
- Putting the AP in hAPpy
Episode 83: Are Your Vendor Processes Manual? Here Are Automated Options for Authenticating Vendor Bank Change Requests
Send us Fan Mail I know that due to recent events many of you are putting in extra effort to convert check payment vendors to ACH/EFT. Well, Cybercriminals…
Putting the AP in hAPpyEpisode 82: Debra R Richardson and Diogène Ntirandekura Talk SAP S4 Hana Modules and the Vendor Master File
Send us Fan Mail Today I have Diogène Ntirandekura on the podcast talking SAP and how the Vendor Master File is affected by and affects the purchasing…
Putting the AP in hAPpyEpisode 81: Debra R Richardson and Keith Wasnok Discuss Document Scanning, a Critical Part Of Your Business Continuity Plan
Send us Fan Mail During the Global Shelter in place, requirements were you or your team stuck at home trying to do research on invoices or complex vendor…
Putting the AP in hAPpyEpisode 80: The NIST Framework. Free Guidance to Manage and Reduce Cybersecurity Risk with Korinne Jackman
Send us Fan Mail As of the recording of this podcast, the third week of April, the world is still in varying stages of the Global Coronavirus pandemic and…
Putting the AP in hAPpyEpisode 79: A Conversation with Dr. Germaine Walker on Leading a Highly Skilled Workforce, Cybersecurity and the Future of Remote Work
Send us Fan Mail Today I am talking with self-proclaimed (but I agree) “Pretty Cool” Dr. Germaine Walker, Freelance Dr. of Cybersecurity, and author of The…
Putting the AP in hAPpyEpisode 78: Pain Points and Challenges in Source to Pay and Purchase to Pay. 2020 Survey Results From Consider Solutions
Send us Fan Mail Today I have Dan French, CEO of Consider Solutions on the podcast to talk about survey results that give insights on the global end-to-end…
Putting the AP in hAPpyEpisode 77: AP Automation and Social Distancing
Send us Fan Mail As we all continue to navigate home and professional life due to Social Distancing requirements amid uncertain times the ability to perform…
- Putting the AP in hAPpy
Episode 76: Working Remotely? How Vendor Self-Registration Portals Can Help
Send us Fan Mail Are you working remotely and find that processing Accounts Payable Vendor requests take longer and are harder complete when you are not in the…
- Putting the AP in hAPpy
Episode 75: Working Remotely? Confirming Vendor Changes When You Can’t Make That Phone Call
Send us Fan Mail Is both your Accounts Payable (AP) Vendor team AND vendor working from home due to the coronavirus COVID-19? What do you do when you have…
- Putting the AP in hAPpy
Episode 74: AP Vendor Team Working from Home? Stay Productive With 4 KPIs Today
Send us Fan Mail Are you and/or your Accounts Payable (AP) Vendor team working from home due to the coronavirus COVID-19? Want to know how to track…
- Putting the AP in hAPpy
Episode 73: Privacy Laws and Vendor Data – You Need to Check
Send us Fan Mail The New York Shield Act will go into effect on March 21, 2020, for the State of New York residents. The California Consumer Privacy Act (CCPA)…
- Putting the AP in hAPpy
Episode 72: Protect Yourself from an Email Scam Today
Send us Fan Mail Cybercriminals are evolving their fraud tactics every day to get fraudulent payments. Next hear about what actions companies took against two…
- Putting the AP in hAPpy
Episode 71: It’s Not All About Rebates – How I Made AP More Efficient Using Commercial Cards
Send us Fan Mail If you are wondering how commercial card programs can make Accounts Payable more efficient this is the podcast for you. I am going to talk…
Putting the AP in hAPpyEpisode 70: Let’s Get Happy About Brexit and Accounts Payable with Heather Peters
Send us Fan Mail There’s a Putting in the AP in Happy and now there is Happy AP in the UK. My podcast guest today is the founder of Happy AP and she is talking…
- Putting the AP in hAPpy
Episode 69: You Need Vendor Maintenance Team Meetings and Here’s A Recommended Agenda
Send us Fan Mail Another meeting? If you don’t currently have a recurring meeting with your Vendor team today’s episode will tell why you need one and give you…
- Putting the AP in hAPpy
Episode 68: Create Your Vendor Onboarding Policy – A Must Have for Vendor Maintenance
Send us Fan Mail If you’re working in Accounts Payable (AP) Vendor Maintenance and your department does not have a Vendor Onboarding Policy or a section in the…
- Putting the AP in hAPpy
Episode 67: Implementing a Vendor Self-Registration Portal? Tips to Get Your Vendor Master File Ready
Send us Fan Mail Cleaning your Vendor Master File (VMF) is something that we all know needs to be done, however, it can easily be pushed aside to focus on…
- Putting the AP in hAPpy
Episode 66: Cybersecurity from an Accounts Payable Manager’s View
Send us Fan Mail Today we have a guest Debbie Kirby who has worked as an Accounts Payable Manager, and today we are continuing with Part 2 of our interview…
- Putting the AP in hAPpy
Episode 65: Skills to Learn from a Technology Minded Accounts Payable Manager
Send us Fan Mail Today we have a guest Debbie Kirby who has worked as an Accounts Payable Manager, and we are talking about what it takes as an AP manager to…
- Putting the AP in hAPpy
Episode 64: Lessons Learned From One Government Incident to Prevent Employee Fraud
Send us Fan Mail Today we are going to talk about the lessons we can learn from an incident where an employee stole millions of dollars via ach, wire transfers…
- Putting the AP in hAPpy
Episode 63: Best Practices for Accounts Payable vs Accounts Receivable
Send us Fan Mail Today’s episode is based on a guest blog post by Tesorio and it talks about the differences between Accounts Payable and Accounts Receivable…
- Putting the AP in hAPpy
Episode 62: 3 Scenarios for One-Time Vendors
Send us Fan Mail Today’s episode is on One-Time Vendors. Not only 3 scenarios that I think should be a One-time vendor, but also some considerations with your…
- Putting the AP in hAPpy
Episode 61: Top 3 Fraud Risks Accounts Payable Teams Need to Watch Out For in 2020
Send us Fan Mail Today we have a guest Geoffrey Simpson a Ph.D. student in Cyber Security who is also launching a startup called Breach Management, LLC. Do you…
- Putting the AP in hAPpy
Episode 60: How Vendor Maintenance May Need to Prepare in 2020 for the Expected IRS 1099-NEC Form
Send us Fan Mail Are you and your Vendor Team getting ready for 2020? Let’s talk about the IRS 1099-NEC form! Keep listening. Check out my website…
- Putting the AP in hAPpy
Episode 59: 4 Questions to Ask of Your Vendor Setup and Maintenance Process For 2020
Send us Fan Mail Are you and your Vendor Team getting ready for 2020? I have 4 questions you should ask of the vendor's setup & Maintenance process for the new…
- Putting the AP in hAPpy
Episode 58: Responses to the 3 Most Frequent Reasons Given to Not Submit a W-9 During Year-End
Send us Fan Mail We have all been there. It’s that time of year (or not) and thought it would be a great time to talk about three of the most frequent…
- Putting the AP in hAPpy
Episode 57: How Well Does Pre-Notification Protect Your Company from Fraudulent Vendor ACH Payments?
Send us Fan Mail Can Accounts Payable team members spot phishing attempts 100% of the time? They get sick and come into work, they are rushed, it’s month-end…
- Putting the AP in hAPpy
Episode 56: Charity Fraud in 2019 - Don't Send Crooks Money on Giving Tuesday
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…
- Putting the AP in hAPpy
Episode 55: Digital Employees in Accounts Payable - Two Use Cases for Robotics Process Automation (RPA)
Send us Fan Mail Wilton White of Diversified Robotic is making a return to the podcast with two Robotics Process Automation (RPA) use cases and he also tells…
- Putting the AP in hAPpy
Episode 54: How to Collect Vendor W-9s Before Year-End
Send us Fan Mail Do you and your team find yourselves near Year-End with W-9s to collect? I have a strategy that will get that W-9 collect or protect your…
- Putting the AP in hAPpy
Episode 53: Merger or Acquisition? 5 Steps to Merge Vendors into Your Vendor Master File
Send us Fan Mail Did your company acquire or merge with a different company and now in addition to your current vendor master file – you have a whole new set…
- Putting the AP in hAPpy
Episode 52: Accounts Payable or Procurement? Owning the Vendor Master File
Send us Fan Mail Who should own the Vendor Master File? Accounts Payable or AP, or Procurement the Purchasing or Sourcing Team? Listen until the end to see…