START STREAMLINING REPETITIVE TASKS IN YOUR REVIEW PROCESS



Recorded March 7, 2019, 2:00pm EST



Program Level: Intermediate: Building on Basic Card Program Experience

Program Prerequisites: None

Presenters: Doug Hindsley, Card Integrity

Lesley Lackore, Iowa State University



Streamlining the review process with automation takes the burden of monthly transaction audit off of the managers’ and administrators’ workload.  Your time is more valuable and manual efforts like these waste time and money. Automation frees up your schedule to engage employees in more important business matters.  From handling documentation to finding fraud and communicating policy compliance, learn how universities and colleges can begin applying streamlined processes today.

Learning objectives:

  • Identify repetitive tasks in your workflow that can benefit from automation
  • Apply simple automation techniques to your expense review process, and
  • Analyze expense data from automation vs. manual processes



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