E-Invoicing for Employment Claims and Reimbursement: Guidelines and Implementation

23 Apr, 2026, Concorde Hotel Kuala Lumpur

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Dr Wendy Tee has over twenty years of experience in senior management and human resources positions for diversified industrial and business environments. Graduated with a Doctor of Business Administration (UUM), Master of Business Administration (UM), Master of Information Technology (UM), Certified Financial Planner (CFP), Certified Business coach (UM), Registered Financial Planner (RFP), HRD CORP Accredited Trainer (HRD Corporation) and Certified Advance Human Resource Practitioner (MIHRM). She has undergone intensive academic training in various human development and knowledge improvement.

Dr Wendy is actively involved in management training and lecture. Her latest responsibility involves the lecturing of Executive Master Business Administration (EMBA) for Universiti Teknologi (SPACE) and Financial and Investment Degree programs for Tunku Abdul Rahman University of Management & Technology. She has experience managing training programs from local universities, in house training and public seminar training.

Dr Wendy is a licenced financial planner currently registered with Malaysian Financial Planning Council (MFPC). Her responsibility involves the corporate training, financial training, management and human resource consultancy, management and financial advisory. Work with individuals to meet short and long-term financial goals, advise clients to have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

Dr Wendy completed and passed her GST and SST exams organized by Chartered Tax Institute of Malaysia (CTIM) with the cooperation and support from the Royal Malaysian Customs Department (RMC). She has trained more than 80 SME companies in Malaysia to get prepared for the post implementation of GST and SST, mainly dealing with the tax authorities over various indirect tax issues, elements and scope of indirect tax, cycle and operations, rulings, registration, administration, audit and investigations on behalf of her clients.

Dr Wendy now focuses on electronic invoicing corporate training and advisory for Multinational companies and small medium enterprises. She reviews and evaluates current invoicing procedures, process workflow (including internal controls) and related system mechanisms to identify changes and improvements required. She also reviews Standard Operating Procedure (SOP) for e-invoice issuance as well as provide tax advisory and recommendation in relation to e-invoice architecture

Venue Details

Concorde Hotel Kuala Lumpur
2 Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia,
Phone : 03 2144 2200

https://kualalumpur.concorde hotelsresorts.com/

Contact us

Juliany,
03 2283 6109
juliany@ipa.com.my

Phoebe,
03 2283 6100
phoebe@ipa.com.my

FOR CUSTOMISED IN-HOUSE TRAINING
Jane,
03 2283 6101
Jane@ipa.com.my

ADDRESS
A-28-5, 28th Floor, Menara UOA Bangsar,
No.5, Jalan Bangsar Utama 1,
59000 Kuala Lumpur
www.ipa.com.my

FOCUSING ON

MODULE 1: UNDERSTANDING E-INVOICING & ITS IMPACT ON HR
MODULE 2: PROOF OF EXPENSE REQUIRED FOR EMPLOYMENT
PERQUISITE AND BENEFIT-IN-KIND
MODULE 3: HR’S ROLE IN E-INVOICING COMPLIANCE
MODULE 4: STEPS FOR E-INVOICING IMPLEMENTATION/STEPS FOR
EXPENSE CLAIMS ON BEHALF OF THE EMPLOYER
MODULE 5: HR POLICY DRAFTING TO SUPPORT E-INVOICING
MODULE 6: STANDARD OPERATING PROCEDURES (SOP) DEVELOPMENT &
POLICY APPLICATION
MODULE 7: IMPLEMENTATION, FAQ & COMMUNICATION

OVERVIEW

As Malaysia gradually implements E-Invoicing, HR departments must plan for compliance across freelancing contracts, benefits, employee reimbursements, and staff responsibility, in addition to payroll and claims. This one-day hands-on course teaches HR Practitioners and Policy Drafters how to integrate e-invoicing readiness into HR workflows and documentation while adhering to LHDN regulations and internal controls.

This course ensures that participants leave with ready-to-use knowledge and a clear action plan for policy implementation by incorporating interactive and supervised policy writing exercises.

AFTER ATTENDING THIS COURSE YOU WILL RETURN TO YOUR JOB…

Evaluating the regulatory implications of E-Invoicing on HR processes.
Identifying all HR transactions that require E-Invoice compliance.
Developing and amending HR policies to meet documentation, approval, and system requirements.
Ensuring data protection, consent, and employee accountability.
Developing rollout and training techniques for effective policy adoption.
Analyzing E-Invoicing’s influence on HR procedures, including claims, reimbursements, and freelancing payments.
Developing HR policies to ensure E-Invoicing compliance.
Creating standard operating procedures for timely and accurate submissions.
Addressing data protection and employee accountability in policies.
Planning successful policy rollout and communication with staff.

WHO SHOULD ATTEND

This course is designed with the following stakeholders in mind:
• HR Managers
• HR Executives
• Payroll Administrators
• HR Policy Writers
• Compliance Officers
• HR Business Partners
• Finance-HR Liaisons

METHODOLOGY

Interactive Presentation
Questions and Answers Session

COURSE CONTENT

9:00

MODULE 1: UNDERSTANDING E-INVOICING & ITS IMPACT ON HR

Overview of LHDN’s E-Invoicing mandate
Key components and workflow of E-Invoicing
How HR functions intersect with finance, procurement and invoicing systems
Importance of internal controls and employee accountability
New E-Invoice process for staff claims
Expenses defined as staff claims

10.45

MODULE 2: PROOF OF EXPENSE REQUIRED FOR EMPLOYMENT
PERQUISITE AND BENEFIT-IN-KIND

Pecuniary Liabilities: Coverage of utility bills, parking fees, and car maintenance charges
Memberships: Club and gym memberships
Professional Subscriptions: Subscriptions to professional organizations or publications
Allowances: Travelling, petrol, toll, parking, and meal allowances

MODULE 3: HR’S ROLE IN E-INVOICING COMPLIANCE

Identifying HR processes linked to
invoicing (claims, allowances, freelance
/staff payments):
– Reimbursement claims (travel, accommodation, utilities)
– Freelance & gig worker payments
– Allowances, bonuses, commissions
– Petty cash reimbursements & staff purchases
– Policy setting for capped purchases
– Submission timelines, receipt format, digital retention
– How E-Invoice applies when staff buy on behalf of company
Collaboration between HR, finance, and IT departments
Defining staff responsibilities and approval workflows
Managing supporting documentation digitally

12:00

MODULE 4: STEPS FOR E-INVOICING IMPLEMENTATION/STEPS FOR
EXPENSE CLAIMS ON BEHALF OF THE EMPLOYER

Confirmation with Supplier
Provision of Employer Details
Payment and Validation:
Submission of Expense Claim:

1:00

Lunch

2:00

MODULE 5: HR POLICY DRAFTING TO
SUPPORT E-INVOICING

Elements of an effective HR policy
Data protection, privacy, and consent clauses
Drafting clauses for:
– Timely submission of claims
– Digital documentation format and storage
– Approval matrix and authorization
– Disciplinary action for misuse or non- compliance

3:00	MODULE 6: STANDARD OPERATING PROCEDURES (SOP) DEVELOPMENT & POLICY APPLICATION SOPs for E-Invoice-compliant: – Claims submission – Freelancer engagement – Cash advances & settlements – Staff procurement on company behalf

4:30

MODULE 7: IMPLEMENTATION, FAQ & COMMUNICATION

Policy rollout strategies
Communicating with employees
Training, FAQs, and accountability tracking
Periodic review and updates:
- What documentation or information is required for staff claims via E-Invoice?
- When and where is this information required?
- Who is responsible for ensuring an employee’s expenses are properly
counted for to qualify for tax deductions?

5:00	End of Course