Useful Stuff
Invoice List to Invoice Aging***
Use this tool to convert a list of invoices to an aging of those invoices. Great for clients or prospects that do not have AP agings!
Scope Tool***
Use this tool to determine/set audit steps for any type of commercial finance transaction.
Informative Stuff
The Following links offer more information on field exams.
Objectives of a field exam
When to schedule an Exam – Warning Signs
Suggested Procedures for a Review of AR
Suggested Procedures for a Review of Inventory
Suggested Procedures for a Review of AP
Suggested Procedures for a Review of Cash
Suggested Procedures for a Review of Open Orders
Fun Stuff!!!
Commercial Finance Hangman***
Comes with 128 commercial finance related words/phrases; however, you can edit/change the list to include any words and definitions you want.
*** Office 2000+ required
