2008 Master Guide to Form 1099 Compliance

Written and compiled by the nation’s foremost authority on Form 1099 compliance, Marianne Couch, Esq., a Principal at Cokala LLC, the 2008 Master Guide takes the mystery out of this annual headache, saves time by guiding you through those thorny questions everyone gets and few people can answer, and gives you the piece of mind that right on your desktop, organized in one place, is the help you need.

You'll get reliable, straightforward answers to both common and uncommon questions. In the 2008 Master Guide, you’ll find not only a detailed discussion of relevant reporting rules, but also a wealth of supporting documentation and professional insight to help you make and sustain the reporting positions you take in your organization.

Accounts Payable Compensation Report

Now, you can get the latest data on salary and career trends in the accounts payable market — from an independent, unbiased source of business information for AP professionals. Based on survey responses from over 600 AP pros, IOMA’s Accounts Payable Compensation Report provides valuable insights into how salaries, bonuses, experience levels, education, gender, and other variables can affect your paycheck.

Don't miss this opportunity to look at your own practices in the context of how other AP departments operate and the solutions they currently use. The report includes over 90 pages. It also features detailed charts and tables, career management articles, and job descriptions for each position, plus organization charts for departments in small, medium, and large companies.

Accounts Payable Policies & Procedures Guide

Finally, AP professionals have help with the complex, time-consuming job of setting internal AP department policies, developing procedures, and clarifying responsibilities.

The report features overviews of the major policy areas, policy tips, sample policies and forms that you can adapt or use just as they are.

AP Best Practices & Benchmarks (Two-Volume Set)

The accounts payable function has changed radically over the past decade—and this transformation continues.Today, it's absolutely essential to make sure you’re setting clear, concise department productivity goals using benchmarking data that’s appropriate for your organization. And to meet those goals, your procedures must reflect the most up to date best practices, including detailed information on the hottest topics in AP such as technology planning, invoice automation, organizational strategies, and the impact of the Sarbanes-Oxley Act on accounts payable.

This two-volume 550+ page is your one-stop shop to making your AP department into a world-class operation, one that will satisfy your organization’s needs and put you, as manager, in the limelight. In it, you'll get concise benchmarking data to help you set productivity goals and control AP costs for this year and for years to come, all based on the survey responses of over 450 AP managers. Whether it's handling invoices or staff relations, you’ll also learn how to build a coherent set of best practices that are tailor-made for your AP department.

AP Department Benchmarks & Analysis 2007

This exclusive IOMA study, conducted biannually by Managing Accounts Payable newsletter’s research and editorial staff, reveals clear, concise benchmark data to help you set productivity goals and control A/P costs.

Dedicated solely to AP department benchmarks, this comprehensive guide is a gold mine of guidance for you. Based on responses from 474 managers of accounts payables departments across the United States, it covers everything you need to know.

You'll get the industry's most exhaustive research on AP department staffing, error rates, costs and productivity to help you compare your performance and costs and set goals for a more effective year.

AP Shared Services: Benchmarks & Analysis

Based on recent survey responses from hundreds of AP, accounting, and finance professionals, this must-have IOMA Research Report delves into the key aspects for evaluating shared services centers (SSCs) including centralization trends, implementation challenges, best practices, key performance indicators, technology use, sample service level agreements,… and much more.

Whether you already use a SSC or have not yet shifted your processing, this report offers benchmarks to help you weigh the challenges and benefits of implementation — or compare your existing operations with those of your peers. You'll get reliable, straight forward answers to common questions about SSCs and, you’ll be able to evaluate the productivity of your existing SSC with numerous processing and efficiency benchmarks.

In addition, examine other important management issues such as staff turnover, processes managed, consolidation strategies, and service level agreements— and learn how migration to an SSC affects usage of e-invoices, electronic payments, imaging, and purchasing cards.

Complete Guide to AP Best Practices

The accounts payable function has changed radically over the past decade—and this transformation continues. Make sure your procedures reflect the most up to date best practices—while avoiding the damage caused by "worst practices"—with detailed information on the hottest topics in AP such as technology planning, invoice automation, organizational strategies, and the impact of the Sarbanes-Oxley Act on accounts payable.

Whether it’s handling invoices or staff relations, this 350+ pages Guide will show you how to build a coherent set of best practices that are tailor-made for your AP department. WIth checklists of over 500 AP best practices in 14 different categories, you'll get the help you need.

Complete Guide to Credit, Receivables & Collections Best Practices 2007

Reduced resources and increased scrutiny means implementing best practices in credit and collections is more crucial than ever. In order to generate bottom-line results, you must meet the new compliance requirements under Sarbanes Oxley as well as run your department as efficiently as possible. IOMA’s Complete Guide to Credit, Receivables & Collections Best Practices 2007 provides you with practical advice on the most successful collections techniques; tips on meeting SOX requirements; new insights into minimizing bad-debt exposure; and guidance on managing your receivables.

This invaluable guide brings you over 150 pages of top best practices strategies. In addition, learn about 9 factors that can adversely affect your bottom line.

Doing Business with the NEW Medicare: A Guide to Payment & Coverage Policy for Clinical Laboratory Providers

Though virtually all aspects of clinical laboratory testing are subject to governmental oversight, Uncle Sam's regulatory reach has been vastly expanded by the new Medicare reform law (the Medicare Modernization Act of 2003). So, to successfully conduct business in today's complex, often confusing regulatory environment, it's vital that laboratory executives,coding and billing professionals understand what is required and what is not.

Save time and worry by having at your fingertips this unrivalled, concise report that answers - in plain English - the basic questions a clinical laboratory confronts when doing business with the New Medicare.

Electronic Invoicing, Imaging & Workflow for AP Departments (Two Volume Set)

For the first time, IOMA Research has turned its expert attention to helping AP managers improve their department’s efficiency and effectiveness with a comprehensive guide for choosing imaging systems and e-invoicing solutions. Whether you're looking for an imaging & workflow system or an e-invoicing solution for your AP department, this two-volume set provides exclusive data, analysis, and expertise to help you make the best possible choice for your organization.

This set will offer you extensive information on how electronic invoicing can improve the way your invoicing process is accomplished. You'll get reliable, straight forward answers to key questions. You'll find everything you need in this two-volume set to help you review, select, and implement an e-invoicing or imaging & workflow system, whether you have a strong technical background—or know very little. Step-by-step, you'll find out about these technologies and what various systems can and cannot do for you. Then, if you elect to go forward with choosing a solution, you'll get detailed information about the vendor selection process and issues to examine before you go out for quotes.

Imaging & Workflow for AP Departments

Whether you have a strong technical background in imaging and workflow technology—or know very little—you’ll find everything you need in this report to help you review, select, and implement a system.

Step-by-step, you’ll learn the basics of imaging and workflow technology and what these systems can and cannot do for you. Then, if you elect to go forward with choosing a system, you’ll find out about the vendor selection process and issues to examine before you go out for quotes. Next, you get clear-cut advice for preparing a business case to convince your superiors to make the purchase. And, finally, you’ll learn how to prepare for implementation after you’ve received approval. The report includes an appendix listing over 40 imaging vendors.

Improving the Financial Close: Benchmarks and Best Practices

For the first time ever, IOMA Research has conducted a major study that uncovers best practices and benchmarks for the financial close in organizations of all sizes. Until now, only the largest companies—or companies using specific accounting software—have been surveyed regarding their closes.

Over 240 top financial professionals responded to IOMA’s exclusive survey, which addresses the basic questions about the close. With analysis of data presented in over 40 tables, you’ll be able to benchmark your operation against other companies similar to yours, plus learn how the surveyed CFOs, accounting managers, and controllers manage their closes and what issues are most important to them.

IOMA’s AP and T&E Policies and Procedures (Two-Volume Set)

Considering the speed of change in today’s workplace and our regulatory environment, there is a high likelihood that your organization’s AP and T&E policies need to change as frequently as every year. As a result, it’s essential to have a set of policies in place that are not only easily understandable, but also easily updatable. And that’s why IOMA Research has developed this two-volume set.

Based on the responses of over 450 AP and T&E professionals to an exclusive IOMA survey, these two volumes bring you a wealth of guidance, in-the-field strategies, and tips, all based on exclusive survey results. Solid policies and procedures can also help you satisfy auditors and avoid Sarbanes-Oxley issues. So, to help you develop new policies or enhance your current ones, the two reports also include over 100 pages of policy tips, sample policy language and model forms covering such areas as invoice processing, payment processing, purchasing cards, petty cash, master vendor file, internal controls and fraud, travel arrangements, travel advances, air travel, lodging, car rental, personal car use, local and international travel, meal allowances for overtime, meals and entertainment, per diems, special situations, corporate travel card, expense reports, and much, much more.

Master Vendor File Maintenance, Audit & Control Best Practices

As most AP professionals know, a poorly maintained master vendor file is a headache for the department, a risk for the corporation, and can lead to costly expenses and Sarbanes-Oxley compliance issues. But, despite these factors, the task of adopting best practices in file management is often overlooked in a busy AP department.

Now, IOMA Research has created a new report, Master Vendor File Maintenance, Audit Control Best Practices, to help you recognize potential problems in your master vendor files, correct those problems, and implement policies and procedures that will keep files as clean as possible. Based on interviews with AP professionals and audit/recovery specialists, this one-of-a-kind resource identifies:

1. The 8 most common problems that arise from master vendor file maintenance issues
2. Corrective actions to take when you identify inconsistencies in your vendor data
3. Additional recommendations for master vendor file management designed to produce the most accurate and consistent data

Step-by-step, you'll learn the best practices used by top AP professionals around the country to clean, correct, and maintain their master vendor files. And that's just the beginning. You also get interviews, case studies, and dozens of charts and tables for benchmarking your master vendor file management against other AP departments.

Paperless Accounts Payable: The AP Department’s Complete Guide to Invoice Automation

Based on hundreds exclusive survey responses from AP, accounting, and finance professionals, this must-have IOMA Research Report covers the state of the invoice automation market, trends in the marketplace, and in-depth information about solution features and functionality. If you're new to paperless AP, this report will offer you extensive, basic information on how electronic invoicing can improve the way your invoicing process is accomplished. No technical knowledge is assumed.

And, for those who are more comfortable with technology and are now considering an electronic invoicing initiative, this Guide gives practical advice on how to choose between the numerous solution alternatives, how to conduct a vendor review and what to expect during and after the implementation process.

In addition, you get access to exclusive case studies of invoice automation in thirteen major American corporations, as well as to the vendor directory which provides detailed information about products and services on the market.

Purchasing Card Policies & Procedures Guide

According to IOMA’s recent survey of AP and p-card professionals, 74 percent of respondents greatly reduced accounts payable processing costs by implementing a p-card program in their organization. Whether you’re just starting a p-card program or looking to strengthen an existing one, this Guide can help you with the complex, time-consuming job of building an effective set of policies. In one convenient soft-cover volume, you get step-by-step guidance to improve and better manage your purchasing card (p-card) programs, written in easy-to-understand, plain English and geared to meet the needs of different employer cultures and approaches.

Now, you can learn how your program’s characteristics and performance stack up against programs at other organizations. With dozens of facts, figures, and metrics collected from a survey of over 240 p-card programs, this report bring you a wealth of guidance, in-the-field strategies, and tips, all based on exclusive survey results.In addition, this report includes sample language and templates for developing a working policies and procedures manual for cardholders, a collection of ready-to-use, as well as full sample policy manuals actually in use today, and a sample RFP (request for proposal).

T&E Policies and Procedures Guide

According to a recent IOMA survey, revising and writing new T&E policies and streamlining T&E systems and procedures were, in the opinions of over 450 professionals, among the best strategies you could embrace for improving your T&E operations. Considering the speed of change in today’s workplace and our regulatory environment, there is a high likelihood that your organization’s T&E policies will need to change as frequently as every year. As a result, it’s essential to have a set of policies in place that are not only easily understandable, but also easily updatable. And that’s why IOMA Research has developed this new report.

Solid policies and procedures also help you satisfy auditors and avoid Sarbanes-Oxley issues. To help you develop new or enhance your current policies, the report also includes 65 pages of policy tips and sample policy language covering travel arrangements, travel advances, air travel, lodging, car rental, personal car use, local and international travel, meal allowances for overtime, meals and entertainment, per diems, special situations, corporate travel card, expense reports, and more. And, finally, you get extensive appendices which feature real corporate T&E policies being used today by 10 American companies, as well as demographics and compiled results from IOMA’s recent survey of over 450 T&E professionals. You can rely on this supporting material to compare your policies to other organizations like yours, including your competitors, to bring your policies to a higher level, or to simply take pleasure in seeing that your policies are in line with the best.

The Complete Guide to Garnishments 2009

Handling garnishments is one of the most difficult and complex issues you face as a payroll professional. You've got to be aware of all the current federal and state requirements—as well as any changes—before you process the order. Make a mistake, and you could be faced with violations, fines and penalties. And, don’t think you're off the hook if you use a payroll service. You’re still responsible, not the service. That's why you need a fully up-to-date resource that will guarantee you complete accuracy in following requirements, plus save you—and your staff—valuable time and energy. That resource is IOMA’s Complete Guide to Garnishments 2009, a real "working tool" that will help you with everything you need to know.

Dedicated solely to garnishments, this comprehensive guide is a gold mine of guidance. Plus, you get quick fingertip access to state charts, including full contact information in the departments you may need to contact, updates on state-by-state availability of web-based payments, copies of the key forms you need, and much more.

This book is written for highly intelligent and highly ambitious people.  These people are, of course, very busy. The book is filled with simple but incredibly effective management principles. Each principle is outlined on one page in a concise and brief manner. Topics outlined in the book include: Counseling Collectors, Standards of collectors conduct, How to write collection letters that collect, How to say more with fewer words, Making cash flow by reading faster, How to plan  and control collection telephone calls, How to handle complaints, How to make speeches, and many more. This incredible wealth of information is priced at $20.00 and this price includes shipping. Order now!

This guide - in the form of a flip chart - was developed and written by the collection officers at Indiana University Student Loan Administration. The guide offers:

• Fingertip Hints for the Collector
• Pre-Call Planning
• The Successful Collection Call
• Borrower Sources of Dollars
• How to deal with the First Time Delinquent
• Chronic Delinquents
• Broken Promises
• And, a Great Deal More...

PDG II, Inc. Publications Group is offering the Student Loan/Receivables Collection and Skip Trace Guide for $20.00 (including shipping and handling). Order now!

The Student Loan/Receivables Debt Collection Law Manual

This manual has been in use at Indiana University Student Loan Administration for over 10 years. It is now in its fifth revision and is now available. The 1995 edition has been annotated and expanded to include the Federal Fair Debt Collection Practices Act. Revised for 1999 - Manual topics covered include:

• The Collection, Litigation, Garnishment and Statute of Limitations Laws of Each State
• Overviews of Prohibited Tactics - Harassment or Abuse, False or Misleading Representations and Unfair Practices
• Acquisition of Locations Information
• Communications

This is a manual that no institution debt collector should be without! PDG II, Inc. Publications Group is offering the Student Loan/Receivables Debt Collection Law Manual for $80.00 (including shipping and handling). Order now!

Transforming AP Management: Taking Your Department to the Next Level

Now, in one convenient volume, you can get fingertip access to hundreds of tried-and-tested new ideas for improving your day-to-day AP department operations. Transforming AP Management features first-person accounts of how AP managers like you have improved their nuts-and-bolts processes and procedures to run their departments more effectively and efficiently on a daily basis. Based on over 700 responses to an exclusive IOMA survey, this report gives you the best new ideas from roll-up-your-sleeves AP pros who are dealing with the same “hurry up and get it done” expectations as you.

The report also shows you how you measure up to other AP departments, with detailed tables of comparative data by industry sector and company size. You’ll also get success stories from interviews with top managers and the top cost control techniques now being used in AP departments.