Credit & Collections

The following 201 items are listed by Content Data.
Checklists & Questionnaires

Monthly Financial Close Process Checklist

This tool contains two sample checklists that can be used to determine the extent to which various best business practic...
Subscriber Content
Mon, Nov 15, 2021
Articles

AQRM Red Flags: Financial Reporting

In this article, Audit Analytics breaks down the risks associated with specific firm-level events included in the Accoun...
Subscriber Content
Mon, Oct 4, 2021
Benchmarking Tools

Budgeting Leading Practices

This tool provides a systematic process and the best-practice elements for managing an organization’s budgeting function...
Subscriber Content
Mon, Oct 4, 2021
Benchmarking Tools

Pricing Risk Key Performance Indicators (KPIs)

This document includes leading practices and questions an organization should consider when developing its pricing strat...
Subscriber Content
Mon, Sep 27, 2021
Policies & Procedures

Customer Credit Policy

This tool includes two sample policies that provide guidelines for establishing customer credit limits, the credit hold ...
Subscriber Content
Mon, Sep 6, 2021
Policies & Procedures

Intercompany Accounting Policy

This tool contains three sample policies that outline guidelines and procedures related to an organization’s intercompan...
Subscriber Content
Mon, Sep 6, 2021
Benchmarking Tools

Cash Receipts and Collections Leading Practices

This sample checklist can be used to determine the extent to which various best business practices are being followed in...
Subscriber Content
Mon, Aug 23, 2021
Benchmarking Tools

Sales Compensation Leading Practices

This tool features several leading practices to assist with evaluating and improving an organization’s sales compensatio...
Subscriber Content
Mon, Aug 23, 2021
Audit Reports

Purchase-to-Payment Review Audit Report

This document contains three sample audit reports that can be used by auditors to learn how other organizations conducte...
Subscriber Content
Mon, Aug 16, 2021
Benchmarking Tools

Accounts Receivable, Credit and Collections Leading Practices

This tool features several leading practices to assist with measuring and improving an organization’s accounts receivabl...
Subscriber Content
Mon, Aug 2, 2021
Checklists & Questionnaires

Sarbanes-Oxley Policy Evaluation Checklist

This tool provides points to consider when conducting an organization’s Sarbanes-Oxley (SOX) policy evaluation.
Subscriber Content
Mon, Aug 2, 2021
Articles

Credit Balances and Government Overpayments

In this article, we provide guidance on the Centers for Medicare and Medicaid Services’ Final Rule governing the investi...
Subscriber Content
Mon, Jun 28, 2021