Cash & Treasury

The following 322 items are listed by Content Data.

Risk & Control Matrices - RCMs

Manage Fixed Assets: Asset Management RCM

This document outlines risks and controls common to the asset management component of the “manage fixed assets” process ...
Subscriber Content
Mon, Nov 13, 2017
Risk & Control Matrices - RCMs

Purchase Materials and Supplies: P-Card Purchases RCM

This document outlines risks and controls common to the p-card purchases component of the “purchase materials and suppli...
Subscriber Content
Mon, Oct 23, 2017
Checklists & Questionnaires

Purchasing and Inventory Management Questionnaire

This tool provides questions to consider throughout the purchasing/inventory management process, focusing on purchase or...
Subscriber Content
Mon, Sep 11, 2017
Checklists & Questionnaires

Sales, Accounts Receivable and Cash Receipts Questionnaire

This tool includes questions to consider in the sales, accounts receivable and cash receipts process, in areas such as g...
Subscriber Content
Mon, Sep 11, 2017
Checklists & Questionnaires

Due Diligence Checklist

Use our customizable due diligence checklist to make sure you have a complete financial picture of potential acquisition...
Subscriber Content
Mon, Aug 21, 2017
Policies & Procedures

Employee Expense Reimbursement Audit Policy

This sample establishes standard procedures for the auditing of expense reimbursements submitted by employees.
Subscriber Content
Mon, Aug 21, 2017
Checklists & Questionnaires

Functional Currency Questionnaire

This sample questionnaire lists factors to be considered both individually and collectively when determining the functio...
Subscriber Content
Mon, Apr 24, 2017
Checklists & Questionnaires

Inventory Management – Internal Control Evaluation Questionnaire

This questionnaire evaluates internal controls for the inventory management processes focusing on analytical procedures.
Subscriber Content
Mon, Mar 20, 2017
Policies & Procedures

Restricted Stock Vesting Policy

This policy outlines procedures related to restricted stock vesting in a company, largely depending on employee election...
Subscriber Content
Mon, Mar 13, 2017
Process Flows

Acquisition Process Flow

This acquisition process flow focuses on identification and assessment of the target company, due diligence, finalizing ...
Subscriber Content
Mon, Nov 28, 2016
Process Flows

Accounts Payable Process Flow

This process flow focuses on vendor management, purchase requisition/PO approval, invoice processing, cash disbursement ...
Subscriber Content
Mon, Nov 21, 2016
Process Flows

Accounts Receivable Process Flow

This process flow focuses on the accounts receivable process including steps for credit review and credit limit granting...
Subscriber Content
Mon, Nov 7, 2016