-
180+
Bankers Served
-
100+
Weekly Requests Undertaken
-
90%+
Team Utilisation Since Inception
-
150+
Monthly Reports Created
CLIENT CHALLENGES
- The relationship started in May 2022 with 1 FTE supporting 1 client team
- Owing to excellent feedback from the COO’s office, the client expanded the engagement. Currently 2 FTEs work directly with onshore senior management in supporting 4 client teams
- Tasks include the creation, submission and management of expense reports, as well as monitoring special requests, conducting follow-ups and resolving employees’ queries while taking ownership of tracking claims on Concur
- The team handles the complete invoice processing for the client, as well as vendor management and payments
OUR SOLUTION
- Create monthly expense reports for all the employees at the beginning of each month
- Communicate directly with employees for missing/incorrect information including receipts and annotations
- Daily and weekly update for the client to track progress and identify and resolve issues that may lead to delays
- Verify invoices by undertaking 2-way and 3-way matching
- Process invoices, track upcoming dues and follow up internally for approvals
- Ensure invoice payments are processed and follow up on rejections with vendors and internal stakeholders
KEY BENEFITS
- Enhanced efficiency in delivering recurring T&E throughput and ad hoc tasks
- Streamlined process for monthly claims submissions and clearance of all card and cash backlog claims pending for more than 6 months prior to Acuity’s onboarding
- Management of whole claim life cycle including working on duplicates, rejections, ad hoc submissions, failed postings, etc.
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