Justifying and Presenting the Needs of Accounts Payable Operations 0.5 CPE

When you recognize a need for new resources, how do you approach management to request the additional people or equipment? If you simply go to management to make the request, will it get approved? In many cases, you may not get an approval unless details are supplied. Of course, there is still no guarantee an approval will be given but chances are better if you can clearly state the issue or reason for the request; a justification.

Additionally, hear suggestions on presenting a request and justification to management. There is a right and wrong way in making a requesting. Management is not ready to approve a request? Don’t give up. Hear some tips and tricks on how to keep the conversation open.

Prerequisites

No Advanced Preparation or Prerequisites are needed for this course.

Learning Objective

• Explore the steps to be taken to build a strong justification for additional accounts payable (AP) resources.
• Discover the benefits in planning a proper presentation of the request for additional accounts payable (AP) resources.
• Recognize actions to take if a request for additional accounts payable (AP) resources and/or tools is denied.

Last updated/reviewed: July 21, 2025