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Audit Evidence - Price List System Access Definitions
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Use this predefined accounting template to define who should have systematic price list access to create, modify, or delete prices or define new prices in the system at your company. This is a great policy for use as segregation of duties audit evidence for price list general ledger access.
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Audit Evidence - Customer Master File Access Definition
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Use this predefined accounting template to define who should have systematic access to customer records to add, edit, delete, or change the customer records at your Company. This is a great policy for use as segregation of duties audit evidence for customer data general ledger access.
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Audit Evidence - New & Amended Contract Review Template
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Use this contract template as evidence of the procedures around the review and approval of new or amended contracts. This is a great policy for use as segregation of duties audit evidence for contract approvals.
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Audit Evidence - Sales Order Maintenance Access Definitions
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Use this sales order maintenance template to define who should have systematic access to edit / create sales orders at your Company. This is a great policy for use as segregation of duties audit evidence for sales orders general ledger access.
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Audit Evidence - Accounts Receivable Module Posting Access Definitions
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Use this predefined template to define who should have systematic access to the Accounts Receivable module at your Company. This is a great policy for use as segregation of duties audit evidence for AR module general ledger access.
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Customer Posting Review Template
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Use this predefined template to document the accuracy of customer payment postings.
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Monthly COBRA Payment Confirmation Form
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Use this spreadsheet to track and record required COBRA payments from terminated employees. Terminated employees who have not paid their COBRA payments are dropped from the COBRA program accordingly. This template is locked down (no password) and includes a change control worksheet to assist with spreadsheet control compliance.
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System Sequentially Numbering Review
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Use this predefined template to document that system features are enabled to sequentially number orders, invoices, and credits notes.
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Customer Credit Application Form
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Use this predefined template to define your Companies requirements for credit terms. This document is intended to be completed by customers who are requesting credit terms with the company. It provides a uniform Customer Credit Application Form which can expidite the approval process and provide standardized credit terms to be used. This template is locked down (no password) and includes a change control worksheet to assist with spreadsheet control compliance.
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Customer Credit Limit Tracking Review
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This document is intended to track customer spending against assigned credit limits to ensure their total aggregated orders do not exceed the total credit limit granted. This template is locked down (no password) and includes a change control worksheet to assist with spreadsheet control compliance.
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