The following 101 items are listed by Content Data.
Risk & Control Matrices - RCMs
Manage Customer Orders: Sales Approval Process Risk and Control Matrix (RCM)
This document outlines risks and controls common to sales approval during the ‘‘manage customer orders’’ process in a ri...
Subscriber Content
Audit Reports
Billing and Credit Memo Process Review Audit Report
This sample audit report focuses on the customer billing and credit processes for invoices and credit memos.
Subscriber Content
Checklists & Questionnaires
Sales Order Entry Questionnaire
This sample questionnaire is designed to document a review of the sales order entry process. This process focuses on evi...
Subscriber Content
Checklists & Questionnaires
Accounts Receivable, Credit and Collections Questionnaire
This questionnaire can be used to compare your current business practices with leading practices for the accounts receiv...
Subscriber Content
Checklists & Questionnaires
Site Audit Questionnaire
This questionnaire includes an extensive — but not exhaustive — list of questions typically used to drill down to the fa...
Subscriber Content
Risk & Control Matrices - RCMs
Process Accounts Receivable and Collections RCM
This document outlines the risks and controls common to the accounts receivables and collections process in a risk contr...
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Articles
The Journey to Implementation Continues
Under new requirements, credit losses under generally accepted accounting principles (GAAP) move from an “incurred” meas...
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Audit Reports
Billing and Collections Review Audit Report: Hospitals and Clinics
This sample audit report focuses on accounts receivable (AR) controls and processes associated with hospitals and health...
Subscriber Content
Risk & Control Matrices - RCMs
Manage Billing/Account Adjustments RCM
This document outlines risks and controls common to the manage billing/account adjustments process in a risk control mat...
Subscriber Content
Blog
What is Process Accounts Receivable, Credit and Collections?
In recent blog posts, we’ve discussed KPIs for various processes and even gave a concise description of wha...
Policies & Procedures
Accounts Receivable Risk Sales Orders Policy
This sample documents procedures for opening sales orders to authorize expenditure of company funds on products or servi...
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Checklists & Questionnaires
Order Processing Benchmarking Questionnaire
This questionnaire template can be used to perform a benchmarking survey for order processing.
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