Putting the AP in hAPpy
채널 상세 정보
Putting the AP in hAPpy
A weekly podcast providing fraud prevention and vendor setup training to protect the vendor master file. Immediate takeaways with actionable steps you can implement today into your vendor onboarding and maintenance process to reduce fraud and regulatory fines. Great tips for the Accounts Payable and...
최근 에피소드
383개의 에피소드
Episode 383: 30 System Functionalities Vendor Team Members Should Know But They Don’t
Send us Fan Mail
Are you and your team members fully trained on the accounting system or ERP as needed to perform their jobs? If you answered n...
Episode 382: 3 Facts About The IRS CP2100 Notification You May Be Receiving In April
Send us Fan Mail
Around April of every year right after the tax filing season for 1099s and 1042s, just when you think you are done with IRS tas...
Episode 381: 5 Reasons Why Annual VMF Clean-Ups Fail in 2026 And How Often It Should Be Done
Send us Fan Mail
Around April of every year right after the tax filing season for 1099s and 1042s, the vendor teams definitely know they have so...
Episode 380: A Fraud Prevention Strategy From A 1982 Film To Avoid Deepfakes
Send us Fan Mail
This fraud prevention strategy appeared in a 1982 film with Robert De Niro and still works today to avoid deepfakes that lead t...
Episode 379: Nacha Fraud Monitoring Rule Compliance for Non-Consumer Originators > Determining High Risk Vendors
Send us Fan Mail
Phase 1 of the Nacha Fraud Monitoring Rule for ACH initiators is here. Part of the rule requires that you have a risk-based ap...
Episode 378: 3 Reasons Why I Don’t Recommend ACH Prenotifications To Avoid Payment Fraud Or For Nacha Fraud Monitoring Compliance
Send us Fan Mail
You may already be sending pre-notes when vendors submit banking for an ACH payment method, or maybe you’re thinking about it a...
Episode 377: Nacha’s ACH Fraud Monitoring Rule: Is the Confirmation Call You’re Already Doing Compliant?
Send us Fan Mail
If you’re already performing the confirmation call for vendor changes – are you already compliant with the upcoming Nacha ACH f...
Episode 376: March 2026 Deadline: Nacha Rules Impacting Vendor Payments
Send us Fan Mail
Nacha rules – just keep coming. If you are involved in the vendor process, there are two Nacha rules with a compliance deadlin...
Episode 375: A Factor in Reducing IRS Penalties - Handling Returned 1099’s and 1042’s
Send us Fan Mail
So you sent recipient statements to your vendors for Tax Year 2025 – and some came back. Here is how to handle them to reduce...
Episode 374: 3 Reasons Why It’s Better to Use IRIS and Not FIRE for 1042-S Forms For TY 2025
Send us Fan Mail
If you paid foreign vendors reportable income in TY 2025 and want to file the 1042-S forms using one of the two IRS free e-Fili...
Episode 373: TY 2025 Handling Corrections For IRS Forms 1099-NEC, 1099-MISC and 1042-S
Send us Fan Mail
Congrats! You made the deadline for sending 1099-NEC and 1099-MISC recipient statements to your vendors and the related IRS ta...
Episode 372: Running Late on 1099-NEC or 1099-MISC Reporting? File These IRS Extensions To Prevent Penalties
Send us Fan Mail
What do you do if it’s getting down to the wire to be in compliance with the IRS deadlines for sending vendors their 1099-NEC o...
Episode 371: TY 2025: CF/SF Participation? 2 Reasons You Still Check State Requirements & A Process to Perform
Send us Fan Mail
Don’t forget to still do your tax reporting research at the State level, even if that State participates in the Combined Federa...
Episode 370: At Least 5 Questions to Ask Now In Preparation for the Publication of the IRS Draft Form W-9
Send us Fan Mail
My head is starting to hurt as clients, subscribers and others reach out to ask about the impact of the IRS draft form W-9. Mo...
Episode 369: Debra R Richardson and Jason Dinesen Discuss the Draft Version of the IRS Form W-9 And What It May Require for Vendor Teams
Send us Fan Mail
My guest is Jason Dinesen, and he and I discuss the IRS draft version of the IRS Form W9 with a revision date of January 2026. ...
Episode 368: Holiday Out-of-Office Messages - A Fraudster’s Favorite Gift – Get 4 Best Practices to Avoid Payment Fraud When You're Out
Send us Fan Mail
Holidays are the best times for cybercriminals – they know we are busy trying to get out of the office and all they need is the...
Episode 367: Top 5 Things to Know or Do Now for 1099-NEC/MISC and 1042-S Tax Reporting for TY 2025
Send us Fan Mail
If you are getting ready for tax reporting for Tax Year 2025 and need the important things to know or do regarding the 1099-NEC...
Episode 366: Reduce Payment Fraud Risk By Outsourcing Your Vendor Payments
Send us Fan Mail
As you are busy with year-end and increased volumes of vendor adds and changes – you may be ready to reduce your vendor process...
Episode 365: Build Your Checklist to Avoid Global Payment Fraud At Busy Year-End - In 5 Steps
Send us Fan Mail
Get ready for busy year end by building a checklist to avoid global payment fraud. Don’t forget to download your free checklis...
Episode 364: Question From A Vendor Process Team Member > What Are the Best Ways To Verify Email Addresses?
Send us Fan Mail
As Accounts Payable or Vendor team members we know that fraud risk is high in email. Is there a way that you can tell which em...
Episode 363: 4 Tasks To Do Now To Get Your Vendor Data Ready For Tax Reporting Season
Send us Fan Mail
It’s time to start vendor data tasks that will make tax reporting season easier if you do them now! What are they? And listen...
Episode 362: 6 Ways The IRS Can Reach Out To You and How To Tell It’s Not A Fraudster
Send us Fan Mail
When will the IRS contact you? How will they contact you? Is it really them? To hear how and when they will reach out and how...
Episode 361: Kubikle - Cybercrime's Office Life
Send us Fan Mail
It’s almost the end of the 25th annual October Cybersecurity Awareness Month and if you haven’t heard of or watched the cybercr...
Episode 360: Fraudsters Have a Way to Pass Payee Positive Pay for Stolen Checks – How it Works and What to do About it
Send us Fan Mail
Fraudsters have evolved again – this time with check fraud because they have found a way to bypass payee positive pay. So now...
Episode 359: Vendor Is Not Registered in Their State? Here’s What To Do Next
Send us Fan Mail
If one of your vendor validations is checking with the State of your vendor but find that the vendor is not registered with the...
Episode 358: 3 Ways AI In Your Existing Automation Software Can Help The Vendor Team That You May Not Have Thought About
Send us Fan Mail
Many automation software platforms including email to invoicing have artificial intelligence embedded in them. You may not thi...
Episode 357: The Riskiest Scams For This Age Group is Fake Jobs – How the BBB Recommends You Avoid Them
Send us Fan Mail
If you are in this age group (or not) and looking for a job…..
Keep listening.
Check out my website www.debrarrich...
Episode 356: 5 Ways to Speed Up the Vendor Onboarding and Change Process
Send us Fan Mail
I asked ChatGPT what vendor onboarding professionals have been searching for in the past week – and one of the blaring results...
Episode 355: Before Allowing Non-Vendor Team Members to Make Confirmation Calls, Put These Steps in Place
Send us Fan Mail
Do you have a non-vendor team member performing the confirmation call? I don’t recommend that certain steps are put into place...
Episode 354: Tariffs May Affect Your Vendor Validations
Send us Fan Mail
Tariffs are here and many vendor team members may be busier than ever with how they have caused changes in the vendor process. ...
Episode 353: Low-Cost But High-Impact Vendor Validation Step to Prevent Fraud
Send us Fan Mail
If you’re looking for a low-cost vendor validation step to deter fraud – I have one for you in today’s episode.
Keep lis...
Episode 352: Recurring Vendor Validations: Ensure Post-Onboarding Compliance – In 5 Steps
Send us Fan Mail
Validating vendor information and checking that they are not on any applicable sanction lists is a part of your vendor on-board...
Episode 351: What To Do When Your Company Wants to Do Business With An Inactive Vendor
Send us Fan Mail
A vendor in your vendor master file is inactive – and for good reason, because the last time your company paid that vendor was...
Episode 350: 3 Things I Learned From Attending the IRIS Working Group Meeting – And How You Can Attend the Next One
Send us Fan Mail
Did you know that the IRS has working group meetings for the Information Returns Intake System (IRIS)? To find out three thing...
Episode 349: Is That Your Co-Worker or Colleague Contacting You On Social Media - Or Is It a Fraudster?
Send us Fan Mail
If a co-worker or colleague contacted you on social media – how do you tell if it’s them or not?
Keep listening.
C...
Episode 348: Converting Vendors From Check to ACH Payment? Five Do’s and One Big Don’t Before You Start
Send us Fan Mail
Check fraud is increasing, they take longer to settle, and they cost more in supplies and manpower. All great reasons to conve...
Episode 347: Access Gone Wrong - 4 Times When Employees Exploited Their Access And Colluded With Fraudsters
Send us Fan Mail
Are you performing security audits, so you know who has access to your systems? Listen to today’s episode to for 4 scenarios w...
Episode 346: A Big IRS Tax Reporting Change Effective For Tax Year 2026 That Can Help Your Team – But Don’t Forget About This
Send us Fan Mail
After last week’s episode revealing an IRS announcement, once the big, beautiful tax bill was passed there is at least more tax...
Episode 345: What The IRS Just Announced About The FIRE System
Send us Fan Mail
Check out the IRS’s announcement about changes to e-filing just before the July 4th holiday!
Keep listening.
Chec...
Episode 344: Another Fraudulent Payment After A BEC Scam Goes to Court – Who Won?
Send us Fan Mail
When it comes to the vendor and buyer and who is responsible when there is a fraudulent payment can depend on the country. Her...