Tallie’s 2015 Conference Season Handbook

Spring is here and with it comes the 2015 conference season! This May, our team is looking forward to seeing our friends at the ITA Spring Collaborative, the SuiteWorld Conference, the McGladrey Technology Conference, and the Practice Engine User Conference.

Team Tallie is also attending June’s Xerocon and AICPA Practitioners Symposium & Tech+ Conference. We especially look forward to CEO Chris Farrell’s panel presentation at June’s Boomer’s Producers Circle. And if you’re coming to June’s Scaling New Heights, be sure to register for Chris’s Power Breakfast Session!

Tallie expense reports conference season

Facing a whirlwind conference season yourself? Here are some posts from the Tallie blog you may want to check out before hitting the road.

1. Prevent fraud with effective expense policies.

Before you get on the plane (or book your ticket!) make sure you really know your company’s specific travel and conference policies. Can multiple employees take the same flight? Are you sure you can expense your hotel WiFi fee? Will you need to keep receipts for every expense, or just certain types? Thorough policies and strong internal controls not only prevent fraud and keep businesses IRS-compliant, they also protect employees from making expensive mistakes. Double-check company policies now–don’t wait until your expense report is rejected to learn the rules. If you’re an accountant or administrator, check out our guide on creating and automatically enforcing custom expense policies with strong internal controls.

2. Ensure per diem (and reimbursable) protection.

Per diems are a common means of funding employees’ conference expenses. But as is the case with a reimbursable model, per diems have their pros and cons. For example, an employee that sleeps soundly but loves a good meal can choose how much of his allowance to spend on lodging vs. dinners out. As for employers, per diems mean no surprises on employee expense reports, making it much easier to budget for upcoming conferences. However, per diems without proper documentation (like receipts) are a major fraud risk. Here’s a simple, but effective, way to prevent per diem and expense report fraud.

3. Save money with some business travel pro-tips.

If you’re exhibiting at an upcoming conference, you’ve most likely made your travel plans well in advance. Of course, sometimes plans have to change at the last minute. How can you get the best deals on hotels, meals and transportation on short notice? Believe it or not, with a little forethought, you can save hundreds of dollars at your next conference. Here are six ways to save on business travel expenses.

4. Don’t get left behind!

Even the most stimulating conferences can be pretty exhausting. Dehydration, hunger, and fatigue go hand in hand with crowds and back-to-back panels. We know you want to look sharp, but don’t discount comfort altogether–if you have your heart set on wearing heels, be sure to bring a pair of back-up flats just in case. We’ve prepared a list of recommendations for snacks, tools, and accessories that will keep you alert all day long!

5. Want to finish your expense reports fast? Ditch Excel.

No matter what conference(s) you attend this year, you’re going to spend a lot of time on your feet. Whether you’re waiting at the gate, sitting at the drive-through, or rushing to make the next keynote address, you don’t have a lot of time to spend tracking your expenses. Well, with the right expense report software, you can complete your expense reports in minutes. Just snap a picture of your receipt, and let Tallie enter the relevant data for you. Not convenient enough? Tallie’s smart features will even learn to automatically categorize each expense. Your submitted expense report is immediately sent to your approver’s email so you can get reimbursed as soon as possible. What could be better than that?

Tallie’s iPhone and Android apps make it easy to track your conference expenses. Try our award-winning expense management software FREE for 14 days – no credit card or commitment required. Or, schedule your free Tallie product demo now.

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