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Weekly podcast providing fraud information and training to protect the vendor master file. Giving a voice to Accounts Payable Vendor teams to tell their vendor story.

Weekly podcast providing fraud information and training to protect the vendor master file. Giving a voice to Accounts Payable Vendor teams to tell their vendor story.
More Information

Location:

United States

Description:

Weekly podcast providing fraud information and training to protect the vendor master file. Giving a voice to Accounts Payable Vendor teams to tell their vendor story.

Twitter:

@apinhappy

Language:

English

Contact:

918-493-0431


Episodes

Episode 60: How Vendor Maintenance May Need to Prepare in 2020 for the Expected IRS 1099-NEC Form

12/5/2019
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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 www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication techniques, internal controls and best practices to prevent fraudulent payments. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. Links mentioned in the podcast: www.w9manager.com5 Day...

Duration:00:15:25

Episode 59: 4 Questions to Ask of Your Vendor Setup and Maintenance Process For 2020

11/27/2019
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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 year. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication techniques, internal controls and best practices to prevent fraudulent payments. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee...

Duration:00:16:56

Episode 58: Responses to the 3 Most Frequent Reasons Given to Not Submit a W-9 During Year-End

11/21/2019
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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 questions AP Vendor Maintenance gets from vendors and internal employees when they do not want to submit a W-9. Let see if you agree with my list. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe...

Duration:00:15:30

Episode 57: How Well Does Pre-Notification Protect Your Company from Fraudulent Vendor ACH Payments?

11/14/2019
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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, they are worried, distracted. Add authentication techniques, internal controls, and best practices to reduce the potential for fraudulent payment. That means you need to verify the vendor's name matches the account holder’s name of the bank account. Can you do that with a Pre-Notification? Keep listening. Check out my website www.debrarrichardson.com...

Duration:00:16:25

Episode 56: Charity Fraud in 2019 - Don't Send Crooks Money on Giving Tuesday

11/7/2019
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What do you need to know to research and validate charitable organizations so you don’t send crooks your company’s intended tax-deductible contribution that is supposed to help those in need? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in...

Duration:00:17:18

Episode 55: Digital Employees in Accounts Payable - Two Use Cases for Robotics Process Automation (RPA)

10/31/2019
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Wilton White of Diversified Robotic is making a return to the podcast with two Robotics Process Automation (RPA) use cases and he also tells you how to avoid “Bot Abandonment” – Yes that is a thing. Make sure you stay tuned through the end since Wilton has a special offer for all Putting the AP in hAPpy Podcast listeners! Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best...

Duration:00:28:08

Episode 54: How to Collect Vendor W-9s Before Year-End

10/24/2019
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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 company from payments without the W-9. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee...

Duration:00:13:43

Episode 53: Merger or Acquisition? 5 Steps to Merge Vendors into Your Vendor Master File

10/17/2019
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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 up vendors to worry about? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. Links...

Duration:00:16:28

Episode 52: Accounts Payable or Procurement? Owning the Vendor Master File

10/5/2019
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Who should own the Vendor Master File? Accounts Payable or AP, or Procurement the Purchasing or Sourcing Team? Listen until the end to see what % of companies have the vendor master file owned by Accounts Payable. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a...

Duration:00:23:04

Episode 51: 9 Ways To Collect Missing Vendor Email Addresses to Update the Vendor Master File

10/3/2019
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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 to find those missing Vendor Email Addresses. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy...

Duration:00:17:36

Episode 50: How to Prevent or Eliminate Duplicate Vendors in Your Vendor Master File

9/26/2019
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On today’s episode, I am talking about duplicate vendors. Yes, the internal threat that can cause duplicate payments and be an indicator of fraud in the vendor master file. Do you have processes in place to avoid adding duplicate vendors to your Vendor Master File or to find existing duplicate vendors? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it...

Duration:00:16:39

Episode 49: Best Practices to Protect Your Vendors’ Sensitive Data from being Exposed on Desks, Printers and File Cabinets

9/19/2019
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For those of you with partially or fully manual vendor setup and maintenance processes, you may receive a vendor packet complete with the required supporting documentation to setup a new vendor or change an existing vendor. Are you protecting the vendor sensitive personal information contained on those forms? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to...

Duration:00:22:16

Episode 48: 6 Scenarios When You Should Return an IRS Form W-9 to the Vendor for Correction

9/12/2019
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For many Vendor Maintenance teams today, the vendor setup process is still fully or partially manual, and the collection of an accurate IRS Form W-9 from the vendor can be a challenge. Today I have 6 Scenarios when you should return a W-9 to the Vendor for Correction and a discount code to get help with collecting W-9’s. So keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and...

Duration:00:15:29

Episode 47: Should We Require EINs vs SSNs From Our IRS Reportable Vendors to Reduce the Risk in our Vendor Master File?

9/5/2019
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We keep hearing in the news when companies have experienced a breach either due to malware, ransomware or social engineering. To reduce the potential for fraud some companies, may even yours, have removed vendor banking from the Accounting System/ERP completely. Can we do the same with Vendor SSNs? And how can you get help with your W-9’s and use a discount code to save? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or...

Duration:00:14:08

Episode 46: IRS B-Notices Are Coming! It's Time to Clean Your Vendor Master File

8/29/2019
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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 File is in need of some help? What steps should you take to Clean Your Vendor Master File? Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly...

Duration:00:14:44

Episode 45: 7 Validations Using the Data from the IRS W-9 Form

8/22/2019
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You require and successfully collected the W-9. Yay! Are you performing the recommended validations? I have 7 to share with you. Keep listening. Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the subscriber-only monthly drawing to win a free Putting the AP in hAPpy Coffee Mug. Links mentioned in the...

Duration:00:15:06

Episode 44: Get Help Collecting W-9s from Your Vendors and What We Already Know About the IRS 1099-NEC

8/15/2019
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Ever thought of automating your W-9 collection process? Listen to the podcast where guest John Croyle, Founder, W9 Manager talks about how he solved what can be a year-end headache and get information on the IRS 1099-NEC. Stay tuned until the end for a listener only bonus! Check out my website www.debrarrichardson.com if you need help cleaning your vendor master file or implementing authentication, internal controls and best practices to it from fraud. Subscribe today to be entered in the...

Duration:00:34:57

Episode 43: Segregation of Duties in the Accounts Payable Vendor Payment Cycle for Small to Medium Sized Businesses (SMBs)

8/8/2019
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The Public Company Accounting Oversight Board PCAOB defined Segregation of Duties as “Assigning different people the responsibilities of authorizing transactions, recording transactions, and maintaining custody of assets is intended to reduce the opportunities to allow any person to be in a position to both perpetrate and conceal errors or fraud in the normal course of his or her duties.” So, what do you do if you company does not have enough employees to comply with Segregation of Duties?...

Duration:00:13:52

Episode 42: Send a Notification to Vendors After Updates in the Vendor Master File

8/1/2019
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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 account and if I didn’t initiate the change, to contact them (hopefully not via a link in the email). Some sites go as far as preventing the change unless I confirm through email or go to the account and change a setting first (thanks Google :-)). Coming up next how you can implement the same in your Vendor Setup & Maintenance Process. Check out my...

Duration:00:14:49

Episode 41: One Reason to Switch to a Substitute Form W-9

7/25/2019
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Even though the IRS has revised the W-9 form again (the latest version dated October 2018), Accounts Payable (AP) professionals know that the form needs to be collected in order to add a new vendor or in some scenarios, to update existing vendors. And, according to a recent survey by an AP Solutions company, more than two-thirds of AP professionals are validating the Legal Name and Tax ID on the W-9 by performing an IRS TIN Match. What’s more, vendors know the IRS Form W-9 is a requirement....

Duration:00:14:45