This is a risk management tool to help you assess your sales to collect and purchase to pay internal control processes. It will provide you with a score for each step/process, internal control process within the overall step as well as a score for both the Sales to Collect and Purchase to Pay overall process.
In this option, we provide the tool as well as provide a 2-hour coaching session online that can be booked at your convenience to help you use the tool or to help you in looking at what changes need to be made to your Sales to Collect and Purchase to Pay Overall Processes. Once purchased, we will be in touch with you to get an understanding of your business as well where you are looking for help. Each session is tailored to you and your business and any additional tools used during coaching will be provided as part of the coaching sessions.
Sales to Collect, Purchase to Pay Checklist Score + Coaching
This is an Excel Workbook with 5 tabs:
- Visio process overview of Sales to Collect & Purchase to Pay
- Instructions on How to Use the Tool
- Sales to Collect - Enter your score for each internal control. Includes weightings and overall scoring.
- Purchase to Pay - Enter your score for each internal control. Includes weightings and overall scoring.
- Chart - Graphic representation of your scores for both Sales to Collect and Purchase to Pay in one colour-coded chart.