Credit & Collections

The following 136 items are listed by Content Data.

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
Mon, Apr 22, 2019
Audit Reports

Sales Compensation Process Audit Report

This sample audit report summarizes an internal audit review of an organization's sales compensation process. The report...
Subscriber Content
Mon, Apr 1, 2019
Audit Reports

Incentive Compensation Process Audit Report

This sample report summarizes an internal audit review of an organization's incentive compensation process. The report i...
Subscriber Content
Mon, Mar 11, 2019
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...
Subscriber Content
Mon, Mar 4, 2019
Audit Reports

Distributor Sales Review Audit Report

This audit report focuses on the distribution sales process, including items such as current distributor contracts and c...
Subscriber Content
Mon, Jan 28, 2019
Blog

Developing Budgets: What You Need to Know

In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...
Fri, Jan 18, 2019
Audit Reports

Business Partner Royalty Audit Report

This sample audit report covers business partner agreement compliance and includes a review of company compliance relate...
Subscriber Content
Mon, Jan 14, 2019
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
Mon, Oct 22, 2018
Blog

How to Manage Your Lender Relationships

Is The Treasury Function Ensuring Superior Financial Services for Your Company?The treasury function at a c...
Thu, Sep 20, 2018
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
Mon, Jun 11, 2018
Risk & Control Matrices - RCMs

Invoice the Customer RCM

This document outlines risks and controls common to the invoice the customer process in a risk control matrix (RCM) form...
Subscriber Content
Mon, May 28, 2018
Blog

How Does Opportunity Risk Apply to Financial Business Processes?

Opportunity risk occurs whenever there’s a possibility that a better opportunity may become available after...
Thu, May 3, 2018