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afritz
Occasional Member - Level 1

Re: Expense Report Approver Training - Is anyone doing it?

It sounds to me as if your approvers need to brush up on your company's T&E policy.  Perhaps sending them a copy to read through.  If they don't have the time to read through it, then maybe they shouldn't be an approver.

CareBearStare
Occasional Member - Level 2

Re: Expense Report Approver Training - Is anyone doing it?

Hi Lisa, we have run into this situation recently as we have new sites and many new expense approvers. Our hierarchy is much like yours with the direct leaders responsible. We only have one expense processor at the moment so it is imperative the approvers are viewing the receipts, and making sure expenses adhere to the policy. I am in the process of making a separate training guide for approvers as well as an easy to read T&E policy matrix. Expense approver training sessions are scheduled for our new sites. 

HRawlings
Occasional Member - Level 1

Re: Expense Report Approver Training - Is anyone doing it?

Hi Lisa,

Yes. We just recently implemented approver training. We did  a simple 5 minute overview video of the responsibilities for an approver. We have our training loaded on a training site we utilize. We can track the people who took the course and when they do not take it within the allotted time, we send them a reminder email. We've received great feedback by the people who took the course.

SHAYSIM002
Occasional Member - Level 1

Re: Expense Report Approver Training - Is anyone doing it?

Would you mind to share your training documentation?