The monthly AP automation masterclass

Upcoming live sessions

• Thu, Oct 22, 2026 11:00 AM ET (8:30 PM IST), 45 minReading the folio: catching hotel incidentals before they postA line-by-line walk through 14 real-world folio layouts, where minibar, in-room dining, resort fees and spa charges hide, and how to write the lodging clause so the rule is easy to apply.
  • Why card totals hide 6 to 10% of T&E leakage
  • Folio anatomy: rate, tax, resort fee, incidentals, folio transfers
  • Allowed vs excluded incidentals, with example clause wording
  • Live: flag, draft and approve a clarification request

  Vikram Sethi, Director of Customer Finance, Phyto Nex AI and Kavya Iyer, Product Manager, Pushback Agent, Phyto Nex AI

• Thu, Nov 19, 2026 11:00 AM ET (9:30 PM IST), 50 minYear-end Accountable Plan cleanup before W-2s go outHow to close out unsubstantiated advances, apply the 60 and 120-day safe harbor dates, and decide what must be reported as wages before the January W-2 run.
  • The three requirements of Treas. Reg. § 1.62-2, in practice
  • Aging report for open advances and missing receipts
  • When a reimbursement becomes taxable wages, and how to report it
  • Q&A with the compliance research team

  Priya Venkataraman, Tax Content Lead, Phyto Nex AI and Ananya Raghavan, Head of Compliance Research, Phyto Nex AI

• Thu, Dec 10, 2026 11:00 AM ET (9:30 PM IST), 45 minBuilding your 2027 T&E policy: limits, tiers and the pushback playbookA working session on setting hotel caps by city tier, meal limits per attendee, executive policy tiers and the clarification-request wording that keeps sales leaders on side.
  • Benchmarking caps against your own 12 months of folios
  • Role tiers without creating a two-class policy
  • FAR and DCAA overlays for contractor entities
  • Rolling out the new handbook with acknowledgment tracking

  Vikram Sethi, Director of Customer Finance, Phyto Nex AI and Arjun Nair, Government Contracts Specialist, Phyto Nex AI

On demand