Live Educational Webinar
The Vendor Master – Creating A Solid Foundation for Accounts Payable Processing
Price: FREE
Feb. 28, 2019 Thursday
11:00 AM - 12:00 PM (Pacific)
1 Hour
Registration for this event is currently closed

Free Live Webinar

  • Free CPE
  • Non-sponsored Events mean you never listen to a 3rd party sales pitch – it’s all just great education
  • Expert-instructor-led learning with live Q&A
  • Based on a great course on Illumeo
Anne Wheeler Owner of CS Process Flows - Consulting and Project Management
The Vendor Master Record is critical to the execution of Purchase Orders and related Accounts Payable processes. It holds the contractual terms of who to pay, where to send payment, how to pay and when to pay. It can also be leveraged to optimize Accounts Payable Automation. However, to ensure efficiency, each Vendor Record needs to be complete and accurate.

This course will cover the forms to be obtained from each potential Vendor before setting up a Record in the system and will highlight the specific data that should, or could, be included in the Vendor Record along with the related benefits of that data. Additionally, we will discuss the pros and cons of involving people from multiple departments in the management and approval of the Vendor Master, how changes to a Vendor’s name or tax status should be addressed, whether a secondary audit of adds and edits should be performed and the benefits of inactivating Vendor Records.

The Vendor Master is the key to the efficiency of several different Procure to Pay tasks. It deserves dedicated resources.

Learning Objectives

After attending this event you will be able to:
Identify the key data points that should be included in any Vendor Record.
Explore the forms that should be obtained from a potential Vendor before a Record is created.
Recognize the need for checking names against the “Do Not Pay” blacklists
Discover the benefits of performing a post audit on new or edited Vendor Records and the value in identifying Records for de-activation.


Anne WheelerOwner of CS Process Flows - Consulting and Project Management
Anne Wheeler
Owner of CS Process Flows - Consulting and Project Management
Anne started CS Process Flows, LLC in April of 2016 after a 30+ year career working in various accounting areas. Her career in accounts payable started when she was hired as a processor. Then she worked her way through accounts receivable and general accounting before coming back to accounts payable as a manager. The challenges presented in Accounts Payable and all of the exciting changes going on in this area over the last few years and into the future are her passion. Her experience includes building new AP operations, identifying inefficiencies and implementing solutions in existing teams and being involved with other areas of the Procure to Pay work stream. She has success in establishing and strengthening relationships with team members within Procurement, IT, and other areas of finance when working on AP related projects and with management of outsourced delivery centers overseas. Her experience includes managing up to 25 AP staff members processing upwards of 30K invoices a month, so she is very aware of what it takes to manage transactions. She has also managed the implementation of several different types of AP workflow systems over the years, a Concur Travel and Expense reporting system, different Corporate Card programs, including both Purchasing and T & E cards, and ACH payment programs. Her experience also includes a project to outsource check printing and the transition of 7 Tyco Business Units to an outsourced delivery center in India.
Moderated by Jennifer RobbinsIllumeo Webinar Manager
Moderated by Jennifer Robbins
Illumeo Webinar Manager
Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 200 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.