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 51: 9 Ways To Collect Missing Vendor Email Addresses to Update the Vendor Master File
Send us Fan Mail Today’s episode will highlight a common issue in vendor master files. A valid vendor email address. I have 9 tips that you will want to hear…
- Putting the AP in hAPpy
Episode 50: How to Prevent or Eliminate Duplicate Vendors in Your Vendor Master File
Send us Fan Mail On today’s episode, I am talking about duplicate vendors. Yes, the internal threat that can cause duplicate payments and be an indicator of…
- Putting the AP in hAPpy
Episode 49: Best Practices to Protect Your Vendors’ Sensitive Data from being Exposed on Desks, Printers and File Cabinets
Send us Fan Mail For those of you with partially or fully manual vendor setup and maintenance processes, you may receive a vendor packet complete with the…
- Putting the AP in hAPpy
Episode 48: 6 Scenarios When You Should Return an IRS Form W-9 to the Vendor for Correction
Send us Fan Mail For many Vendor Maintenance teams today, the vendor setup process is still fully or partially manual, and the collection of an accurate IRS…
- Putting the AP in hAPpy
Episode 47: Should We Require EINs vs SSNs From Our IRS Reportable Vendors to Reduce the Risk in our Vendor Master File?
Send us Fan Mail We keep hearing in the news when companies have experienced a breach either due to malware, ransomware or social engineering. To reduce the…
- Putting the AP in hAPpy
Episode 46: IRS B-Notices Are Coming! It's Time to Clean Your Vendor Master File
Send us Fan Mail Are you getting ready for the IRS B-Notices that are soon to be heading your way? Are you dreading that because you know your Vendor Master…
- Putting the AP in hAPpy
Episode 45: 7 Validations Using the Data from the IRS W-9 Form
Send us Fan Mail You require and successfully collected the W-9. Yay! Are you performing the recommended validations? I have 7 to share with you. Keep…
- Putting the AP in hAPpy
Episode 44: Get Help Collecting W-9s from Your Vendors and What We Already Know About the IRS 1099-NEC
Send us Fan Mail Ever thought of automating your W-9 collection process? Listen to the podcast where guest John Croyle, Founder, W9 Manager talks about how he…
- Putting the AP in hAPpy
Episode 43: Segregation of Duties in the Accounts Payable Vendor Payment Cycle for Small to Medium Sized Businesses (SMBs)
Send us Fan Mail The Public Company Accounting Oversight Board PCAOB defined Segregation of Duties as “Assigning different people the responsibilities of…
- Putting the AP in hAPpy
Episode 42: Send a Notification to Vendors After Updates in the Vendor Master File
Send us Fan Mail Each time I make a change to any of my personal accounts online, I receive a notification that at a minimum, says a change was made to my…
- Putting the AP in hAPpy
Episode 41: One Reason to Switch to a Substitute Form W-9
Send us Fan Mail Even though the IRS has revised the W-9 form again (the latest version dated October 2018), Accounts Payable (AP) professionals know that the…
- Putting the AP in hAPpy
Episode 40: What Stuck Out from the News Article that Could Have Detected Fraud Faster in One Business Email Compromise (BEC) Incident
Send us Fan Mail If you are a small or medium-sized business, you do not want to miss this episode. I have a guest and we are talking about how his company is…
- Putting the AP in hAPpy
Episode 39: SMBs – Don’t Miss This Cost Friendly, Task Driven Approach to Implement Robotics Process Automation (RPA) to Scale and Stay Competitive
Send us Fan Mail If you are a small or medium-sized business, you do not want to miss this episode. I have a guest and we are talking about how his company is…
- Putting the AP in hAPpy
Episode 38: Get Your Vendor Setup & Maintenance Desktop Procedures in Order
Send us Fan Mail Based on my experience as an AP Manager for both medium and large-sized companies, I know firsthand that creating and updating desktop…
- Putting the AP in hAPpy
Episode 37: 25 KPIs for Accounts Payable Vendor Maintenance: Part 2 - Understand Your Vendor Request Activity
Send us Fan Mail Identifying the correct Key Performance Indicators (KPIs) to measure can assist Accounts Payable in improving processes, identifying problem…
Putting the AP in hAPpyEpisode 36: 25 KPIs for Accounts Payable Vendor Maintenance: Understand Your Vendor Master File
Send us Fan Mail Identifying the correct Key Performance Indicators (KPIs) to measure can assist Accounts Payable in improving processes, identifying problem…
- Putting the AP in hAPpy
Episode 35: 4 Options to Scrub Addresses in Your Vendor Master File
Send us Fan Mail In some ERPs like PeopleSoft and SAP, vendor addresses can be validated real-time, geocodes and tax code identifiers can be added to the…
- Putting the AP in hAPpy
Episode 34: Vendor Banking Update? Why Calling the Vendor is Not Enough for Fraud Prevention
Send us Fan Mail It’s common practice for Accounts Payable (AP) Vendor Maintenance to call the vendor when there is a change requested to the vendor’s bank…
- Putting the AP in hAPpy
Episode 33: Have RPA Software? 8 Steps to Automate Your Manual AP Processes
Send us Fan Mail In my last two blog posts “Check Payment Method? Still Needs to be Protected from Cybercriminals” and “4 Steps to Protect Your Vendors Banking…
- Putting the AP in hAPpy
Episode 32: 4 Vendor Maintenance Fraud Prevention Tasks That Can Be Automated Using RPA
Send us Fan Mail In my last two blog posts “Check Payment Method? Still Needs to be Protected from Cybercriminals” and “4 Steps to Protect Your Vendors Banking…
- Putting the AP in hAPpy
Episode 31: Check Payment Method? Still Needs to be Protected from Cybercriminals
Send us Fan Mail Has your company experienced a fraudulent payment? Whether the answer is yes or no, you will want to implement these four (4) steps to prevent…
- Putting the AP in hAPpy
Episode 30: 4 Steps to Protect Your Vendors Banking from Being Changed by a Cybercriminal. Includes a Critical Step Most Companies Leave Out
Send us Fan Mail Has your company experienced a fraudulent payment? Whether the answer is yes or no, you will want to implement these four (4) steps to prevent…
- Putting the AP in hAPpy
Episode 29: No Budget for All Team Members To Attend AP Conferences? Network Here for Free
Send us Fan Mail Today I have a guest, Ashley Brinkley, Vice President of the Oklahoma Central Region IOFM Chapter, and we are talking about the chapter, her…
- Putting the AP in hAPpy
Episode 28: Can You Really Drive Employee Secure Behavior? With Perry Carpenter
Send us Fan Mail Perry Carpenter joins as a guest and he has written a book that is coming out in May called Transformational Security Awareness: What…
- Putting the AP in hAPpy
Episode 27: Can You Switch to a Substitute IRS Form W-8?
Send us Fan Mail Today we are going to talk about IRS W-8 Forms and whether you can or should use a Substitute W-8 form. What should you consider? Check out my…
- Putting the AP in hAPpy
Episode 26: 3 Reasons Why It Should Take Longer to Add or Change a Vendor
Send us Fan Mail Question- Why did the fraudster cross the road to Accounts Payable? Answer: (In the Podcast) Today I want to talk about the fact that setting…
- Putting the AP in hAPpy
Episode 25: 3 Ways to Maintain OFAC Compliance Beyond Vendor Setup
Send us Fan Mail On today’s podcast, we are going to talk about maintaining compliance for a US sanctions list, the OFAC SDN list. If you only check vendors…
- Putting the AP in hAPpy
Episode 24: Tracking IRS Form W-8 Expiration Dates... Yet Another Fabulous Task AP Gets To Do
Send us Fan Mail The last episode of the podcast episode 23: US Entity: Validations Required to Setup a Non-Us (Foreign) Vendor talked about what documents to…
- Putting the AP in hAPpy
Episode 23: US Entity: Validations Required to Set Up A Non-US (Foreign) Vendor
Send us Fan Mail If you work in a Finance, Accounting, Purchasing or Accounts Payable Department of a US Agency or Entity and are responsible for setting up…
- Putting the AP in hAPpy
Episode 22: US Entities: Validations Required for US Vendors
Send us Fan Mail If you work in a Finance, Accounting, Purchasing or Accounts Payable Department of a US Agency or Entity and are responsible for setting up…
- Putting the AP in hAPpy
Episode 21: Two Key Transferable Accounts Payable Skills
Send us Fan Mail On today’s podcast, I am talking about two key transferable Accounts Payable Skills and what career moves you can make with them. Also – do…
- Putting the AP in hAPpy
Episode 20: A Conversation with Josh Kunkel on Employee Appreciation Day 2019
Send us Fan Mail On today’s podcast I have a guest joining me, Josh Kunkel, he is the Founder and Director of Architecture at Method Architecture here in Tulsa…
- Putting the AP in hAPpy
Episode 19: How to Make Your Employees Feel Appreciated
Send us Fan Mail In case you didn’t know, Friday, March 1st, 2019 is Employee Appreciation Day. Employee Appreciation Day is celebrated in the US and Canada…
- Putting the AP in hAPpy
Episode 18: US Based Entities - Explanations for Non-US Vendor Validations
Send us Fan Mail In last week’s Blog Post entitled: “Table: Non-US vs US Vendors for US Based Entities” it was a short one where I list a table that showed the…
- Putting the AP in hAPpy
Episode 17: Three Fictional Stories and a Documentary on Internal and External Fraud
Send us Fan Mail Sometimes it’s not easy explaining what I do to those outside of the Accounts Payable function. To explain it to a group of businesses owners…
- Putting the AP in hAPpy
Episode 16: Treat Inactive Vendors the Same as New Vendors
Send us Fan Mail In my blog post published Thursday, January 31st, titled “Vendor Master File: When an Existing US Based Vendor Changes Their Legal Name or Tax…
- Putting the AP in hAPpy
Episode 15: 5 Lessons Learned Implementing a Vendor Self-Registration Portal
Send us Fan Mail In last week’s podcast Episode 14 “Episode 14: 2 Ways to Partner with Systems/IT to Protect Sensitive Vendor Data from Non-Vendor Maintenance…
- Putting the AP in hAPpy
Episode 14: 2 Ways to Partner with Systems/IT to Protect Sensitive Vendor Data from Non-Vendor Maintenance Employees
Send us Fan Mail In my blog post titled “2 Processes You Can Implement Today To Protect Sensitive Vendor Data from Non-Vendor Maintenance Employees” published…
- Putting the AP in hAPpy
Episode 13: SMBs – What a Fraud Risk Management Program Can Look Like For You
Send us Fan Mail On today’s podcast my guest is Linda Stacey, CFE. Linda is a Certified Fraud Examiner that was a guest blogger this week with the blog “SMBs -…
- Putting the AP in hAPpy
Episode 12: What Role Can P-Cards Play to Avoid Fraud in Your Vendor Master File
Send us Fan Mail Today’s podcast is inspired by my blog post “Why You May Need a Manual Vendor Process with Your Vendor Portal” published Thursday, January 3…
- Putting the AP in hAPpy
Episode 11: Can’t Process That Vendor Request? Here are 8 Ways to Handle the Internal Team Member or Vendor
Send us Fan Mail Today’s podcast is a follow-up to the Blog Post “Urgent Vendor Setup? Here’s How to Protect Your Vendor Master File” and discussing 8 ways to…
- Putting the AP in hAPpy
Episode 10: This is What Can Happen When an AP Practioner Solves the Biggest AP Question
Send us Fan Mail Today’s podcast is a conversation with Jason Widmann, a Director of Accounts Payable. We will discuss how he developed a new tool to reduce…
- Putting the AP in hAPpy
Episode 9: Vendor Validations Using the Data on Invoices, Banking Forms, Contracts and Vendor Emails
Send us Fan Mail Today’s podcast is a follow-up to my blog post “7 Validations Using the Data from the IRS W-9 Form”. I will discuss validations that are…
- Putting the AP in hAPpy
Episode 8: Two Case Studies on Occupational Fraud & How Internal Controls Could Have Prevented Them
Send us Fan Mail Today I will be discussing two case studies of occupational fraud in vendor payments, both which were reported in the news in November and…
- Putting the AP in hAPpy
Episode 7: Interview with Mary S. Schaeffer, AP SME
Send us Fan Mail This is a special episode! I am interviewing the person that gave me my foundation for Accounts Payable – Mary S Schaeffer. We discuss: The…
- Putting the AP in hAPpy
Episode 6: Building Your Personal Brand: How Are You “Putting the AP in hAPpy?”
Send us Fan Mail Take advantage of an opportunity to grow your personal brand. Listen today to see how you can share your story of how you are Putting the AP…
- Putting the AP in hAPpy
Episode 5: 4 Recommendations for Compensating Controls in Absence of Segregation of Duties to Protect the Vendor Master File from Fraud
Send us Fan Mail Is your Accounts Payable team too small to comply with Segregation of Duties? Listen today to 4 recommendations that may help your company…
- Putting the AP in hAPpy
Episode 4: 3 Scary Vendor Setup Scenarios: How to Protect Your Vendor Master File from Fraud
Send us Fan Mail How do you handle these 3 “scary” vendor setups? Urgent New Vendor Setup or Vendor Change with No Supporting Documents Vendor Name Change…
- Putting the AP in hAPpy
Episode 3: Fake Charities: How to Protect Your Vendor Master File from Fraud
Send us Fan Mail Make sure the charity is legitimate before setting them up in your vendor master file. Listen to this podcast to learn where and how to…
- Putting the AP in hAPpy
Episode 2: Social Engineering: Four Internal Controls to Combat Vishing and Protect the Vendor Master File from Fraud
Send us Fan Mail In Episode two l discuss a Social Engineering attack called Vishing and four (4) internal controls that can be used to protect the Vendor…
- Putting the AP in hAPpy
Episode 1: 5 Ways to Celebrate Your AP Career During AP Appreciation Week
Send us Fan Mail Welcome to the first episode of Putting the AP in hAPpy podcast where Accounts Payable team members are empowered to protect the vendor master…