Reporting and Operations

Payables

Size of Organization: 
Medium
  • Verify that the vendor invoice has not been previously paid before processing the invoice for payment.
  • Do not pay from statements if a vendor submits both invoices and statements.
  • Require credit card statements be supported with invoices or receipts and spot-check credit card purchases.
  • Require operational staff to approve vendor invoices before they are submitted for processing.  If the invoice is above a specified dollar amount, require an additional approval by the staff’s immediate supervisor.
  • Require that credit card statements and reimbursements be approved by the individual’s immediate supervisor.
  • Reconcile the credit card account monthly.
  • Review the accounts payable aging report monthly and compare it to the trial balance.