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Size: Medium Industry: Financial Applications: Sage

CIPP case study

The Chartered Institute of Payroll Professionals (CIPP) was established as an official industry body in 1985 when the Institute of British Payroll Managers (IBPM) was formed. In 1998, the IBPM merged with the Association of Pensions and Superannuation Administrators (APSA) to form the Institute of Payroll and Pensions Management (IPPM), which become the Institute of Payroll Professionals in September 2006 and was granted Chartered Status in March 2011.

The CIPP is the Chartered Institute for payroll professionals in the UK and currently has in excess of 5,000 members enjoying a range of benefits.  In addition, the CIPP is the UK’s leading provider of education for payroll, and has a Pensions Faculty responsible for delivering qualifications and membership services to those responsible for public sector pensions.

“Webexpenses has helped to cut down the time spent on processing claims. In addition, we no longer have to store as much paper with everything now saved online.”

Shirley Harris, HR and Finance Manager

Challenges faced with expense management

Shirley Harris, HR and Finance Manager says:

“Our original system was paper based with claimants sending their claims to a dedicated email address; the finance team printed them off and then loaded them on to our accounting system.  This in itself was quite a task as paper claims could go missing, it wasted a lot of paper and meant managing lots of individual emails from claimants.

“This was a time consuming task, having to go through each individual email and print off each individual claim. Storage was also becoming a problem; not to mention a waste of paper and money.”

How webexpenses helped

Sarah goes on to say:

“Webexpenses has helped to cut down the time spent on processing claims. In addition, we no longer have to store as much paper with everything now saved online.

“It can be daunting to change to a new system and we feared it could be complicated at the set up stage, but it’s not. It’s very easy administration.

“All our claimants find it very easy to use, and as an administrator I find it easy to manage. We’ve had no complaints about the system.”

What would you say to others considering webexpenses?

“The overall experience has been a good one, many years ago we used another expenses system which we found very difficult to use. From an accounting perspective you can download all the data you need to an Excel spread sheet.

“We have been happy with the system and the webexpenses help team are always quick to come back to you if you have any queries or difficulties.”