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Analyzing Travel & Entertainment Using IDEA

Event Start Date: 1/6/2017 12:40 PM Event End Date: 1/6/2017 1:30 PM

There are currently 117 spaces left.
Cost per place: $49.00

Travel and Entertainment is an area plagued with fraud, abuse, and clerical errors. Learn how to use IDEA to quickly identify anomalies, exceptions, and fraud. Specific audit tests to be covered will include testing for transactions in excess of spending limits, identifying duplicate transactions, weekend transaction review, searching for prohibited vendors or activities, and effective sampling.

Course Level Basic
Length 1 Hour (1 CPE)
Event Time 12:40 PM - 1:30 PM CST
Prerequisites A demonstration copy or a purchased license copy of IDEA is recommended but not required. Having the software will allow you to apply the knowledge learned very soon after attending this session. It is recommended that you have some exposure to the software prior to attending this event.
Delivery Method Group Internet-Based

Note: Payment is due before the course. Occasionally it is necessary for Audimation Services to cancel a scheduled course. If a course is cancelled, the prepaid tuition can be: 1) refunded; 2) applied to another course for the same or a substituted colleague.

After completing this training, participants will be able to perform:

  • Creating a Project and Adding Source Files
  • Import Excel Files into IDEA
  • Indexing
  • Field Statistics
  • Add Fields to a Database
  • Write Formulas Using @functions
  • Joining Databases
  • Summarizing Databases
  • Duplicate Key Detection/Exclusion
  • Search Feature
  • Random Sampling
  • Stratified Random Sampling

NASBA CPE LogoAudimation Services, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

CPAs may contact us by email at to receive promotional materials containing details on the required elements of the National Registry of CPE Sponsors.


Frequently Asked Questions for Training
Meet the IDEA Instructors
On-Site Training
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Training Course Descriptions

Hands down, IDEA is easier to use than other analytics tools. To fully maximize your use of IDEA and for faster implementation, we recommend new and experienced users take advantage of our many training opportunities. Our courses are offered throughout the U.S. and online for all levels of users (Beginner, Intermediate and Advanced). Many will even earn NASBA CPE credit and help you work toward CaseWare Analytics IDEA Certification.

The best thing about our training - our first-class instructors. We've been working with IDEA for over 20 years - we know the product inside and out. Our instructors are Certified Public Accountants (CPAs), Certified Fraud Examiners (CFEs) and Certified IDEA Data Analysts (CIDA) with experience working in the trenches of accounting, audit and finance. Plus, they make learning fun…now that’s worth signing up for!

Solutions Development Testimonial Quotation Marks

I learned A TON! I am very excited to start applying the new concepts I learned to projects at the office and to also share my knowledge with co-workers.