Credit & Collections

The following 142 items are listed by Content Data.

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
Checklists & Questionnaires

Internal Controls Structure Questionnaire

The purpose of this questionnaire is to help in the assessment of a company’s general controls and internal controls by ...
Subscriber Content
Mon, Mar 6, 2017
Newsletters

Setting the 2017 Audit Committee Agenda

This issue of The Bulletin suggests 10 top issues for audit committees to consider for the coming year based on Protivit...
Subscriber Content
Mon, Dec 19, 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
Process Flows

Revenue and Accounts Receivable Process Flow

This process flow details the steps involved in the processes within the revenue and accounts receivable function.
Subscriber Content
Mon, Sep 12, 2016
Memos

Accounts Receivable Collections Confirmation Memo

This memo can be sent to guarantors in order to confirm collection accounts.
Subscriber Content
Mon, Apr 11, 2016
Process Flows

Lockbox Process Flow Chart

This process flow focuses on the lockbox process, from the time the check is received at the lockbox through posting the...
Subscriber Content
Mon, Aug 17, 2015
Process Flows

Accounts Receivable and Cash Application Process Flow

This process flow focuses on the AR and cash application process.
Subscriber Content
Mon, Jun 22, 2015
Process Flows

Order Entry, Billing and Shipping Process Flow

There are many steps involved from the time a customer places an order to the time their order is delivered to them. To ...
Subscriber Content
Mon, Jun 15, 2015
Process Flows

Product Pricing Process Flow

Product pricing is the process a business goes through when it sets the price to sell its products and services. This pr...
Subscriber Content
Mon, Jun 15, 2015
Audit Programs

Customer Care and Order Fulfillment: Control Analysis and Segregation of Duties Audit Work Program

This work program evaluates the adequacy of internal controls in the customer order fulfillment and cash handling proces...
Subscriber Content
Mon, Jun 15, 2015