The following 143 items are listed by Content Data.
Checklists & Questionnaires
Order Processing Benchmarking Questionnaire
This questionnaire template can be used to perform a benchmarking survey for order processing.
Subscriber Content
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
Policies & Procedures
Research and Development Expense Policy
Research and development expenses include the conceptual formulation, design and testing of product alternatives, constr...
Subscriber Content
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
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
Policies & Procedures
Revenue Capture Policy: Patient Accounting
This sample policy ensures that appropriate charges for a company’s supplies and/or services administered are recorded a...
Subscriber Content
Policies & Procedures
Customer Demo Units Policy
This sample policy on demo units includes procedures for initiating a demo transaction; invoicing for demo units, sales ...
Subscriber Content
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
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
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
Process Flows
Forecasting and Budget-vs-Actual Analysis Process Flow
This process flow focuses on the development of the annual plan, development of the quarterly forecast, and the quarterl...
Subscriber Content
Risk & Control Matrices - RCMs
Internal Financial and Management Information RCM
This document outlines risks and controls common to the internal financial and management information process.
Subscriber Content