Live Educational Webinar
WEBINAR: Automation for Accounts Payable (AP) Specialists
Price: FREE
Sep. 14, 2017 Thursday
11:00 AM - 12:00 PM (Pacific)
1 Hour
Registration for this event is currently closed

Free Live Webinar

  • Free CPE
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  • Expert-instructor-led learning with live Q&A
  • Based on a great course on Illumeo
Anne Wheeler Owner, CS Process Flows: Consulting and Project Management
Automation of Accounts Payable can match invoices to Purchase Orders and Goods Receipts, route invoices to the appropriate parties for review and approval and can even apply company specific business rules. Learn the basics on how all this is done.

This webinar also includes an introduction to other automation options such as Electronic Receipt Settlement, Travel and Expense reporting, the management of Credit Card charges, Automatic Clearing House payments, and outsourcing the printing of checks.

Discover how data can be “moved” from a company’s system of record into any automation tool or software when needed. Understanding the flow of data can be instrumental in identifying the root causes of some issues. It can also benefit an AP Specialist interested in working on automation related projects.

Hear how automation software systems are implemented. Such projects do take time and resources. It has been my experience that Accounts Payable staff with even basic knowledge of automation can be a significant benefit to the team.

You can preview this course on our site.

Learning Objectives

After attending this event you will be able to:
Explore what Accounts Payable (AP) Automation is.
Discover how Accounts Payable Workflow Software can increase efficiency and improve compliance of company specific business rules.
Identify how automation can be applied to other Accounts Payable functions.
Recognize the type of data that may need to be sent from a Company’s system into the automation system.
Discover what is involved in implementing an automation tool.


Anne WheelerOwner, CS Process Flows: Consulting and Project Management
Anne Wheeler
Owner, CS Process Flows: Consulting and Project Management
Anne Wheeler started CS Process Flows, LLC inn 2016 after more than 30 years working in accounts payable. Initially hired as a processor, Ms.Wheeler has worked in accounts receivable and general accounting before returning to her true passion: accounts payable and all of the exciting challenges happening in the field. 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. Having managed up to 25 AP staff members processing upwards of 30,000 invoices per month, she is a genuine expert and skilled accounts payable professional.
Moderated by Mark StackpoleContent Acquisition Leader
Moderated by Mark Stackpole
Content Acquisition Leader
After 17 years at DeVry, and more than 20 years in education, Mark joined Illumeo as the Content Acquisition Leader. His job is to find excellent instructors and support them as they work to create high-quality course (and webinar) content for our subscribers and corporate clients.

He holds an undergraduate degree in English and American Literature from UC San Diego, a master's degree in counseling psychology from the University of San Francisco, and is currently completing his doctorate at St. Mary's College of California.