This case series focuses on a fictitious company, Fairview Inc., a software-as-a-service company, that utilizes a travel expense reimbursement process for its sales and information technology employees who travel to customer locations. The Audit Committee would like to change its audit approach of these expenses from sampling and manual data collection to utilizing audit analytics procedures on 100% of all data newly collected through automation. The CFO is considering alternatives for the current reimbursement calculation method and employee assignment method for customer calls to better to optimize resources. Students are asked to complete the analyses and share findings and recommendations. The case series includes four cases that can be completed independently:
Case 3: Reimbursement calculation method — Students are asked to analyze whether the company should consider moving from a variable-rate method to a fixed-rate method. The case solution is offered in Power BI and Tableau and is accompanied by how-to videos for the Tableau solution.
Suitable courses: Cost or managerial accounting; Accounting information systems; Auditing; Data analytics