Credit & Collections

The following 142 items are listed by Content Data.

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
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...
Thu, Mar 8, 2018
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...
Subscriber Content
Mon, Mar 5, 2018
Checklists & Questionnaires

Order Processing Benchmarking Questionnaire

This questionnaire template can be used to perform a benchmarking survey for order processing.
Subscriber Content
Mon, Mar 5, 2018
Policies & Procedures

Accounts Receivable Letter Contracts Policy

This sample defines the policy and circumstances under which a letter contract can be accepted.
Subscriber Content
Mon, Feb 19, 2018
Blog

What is Strategic Forecasting?

Budgeting is a systematic process for:Expressing future plans in formal quantitative termsAllocating resour...
Thu, Feb 1, 2018
Audit Reports

Intercompany Reconciliation Audit Report

This audit report focuses on reducing intercompany out-of-balance differences to an immaterial amount.
Subscriber Content
Mon, Jan 8, 2018
Newsletters

Setting the 2018 Audit Committee Agenda

Our suggested agenda consists of eight issues—four pertaining to enterprise, process and technology risks and four to fi...
Subscriber Content
Mon, Dec 18, 2017