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Our biggest problem with our T&E software is getting "executives" to use the software correctly. They claim it's easier to just drop expenses into Excel. What can I do? (Webinar Attendee Question)

This question was asked by an attendee during the Proformative webinar "T&E Expense Management" held on August 7, 2012.  A video of the webinar can be viewed here: https://www.proformative.com/resources/webinar-video-te-expense-management

Answers

Topic Expert
Keith Perry
Title: Consulting CFO and Business Operations A..
Company: Growth Accelerator
(Consulting CFO and Business Operations Advisor, Growth Accelerator) |

...and it is easier to throw my trash over the wall and let you clean it up.

Seriously?

If you don't have an executive who is willing to go to bat for you (or back you up), you're lost (with this or anything else).
Having the CEO/CFO state the *why* (control, 404 issues, cost) and the rule (we won't reimburse, and we will be unhelpful) is the path I would choose.

At one company, I did throw a resource at this: I had defined rules on how to submit, but had one of my people do the work (weekly batch, took an hour or two), and had the expenser's sign off on my person's work. I did that for efficiency, and because I could spare the bandwidth on my team. That was a judgement call based on the situation.

Every major corp I worked at had strict T&E input rules. At the old-school ones, an admin would do the legwork; new-school the execs would have been embarrassed to have an admin do that. The answer was, however, the same. Follow the rules or you don't get paid. If it isn't worth your time, then don't spend your time on it.

But, seriously....I don't recall ever getting push-back on processes like this, so perhaps it is important to reflect on underlying issues?

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