Field Notes · 9 June 2026
Preparing configuration access for an audit
What to gather before an application audit of invoice matching so the first week is not lost to logistics.
Audits stall when access arrives late. The matching application may be ready; the people who grant read-only roles are busy. A short preparation list keeps the calendar honest.
Configuration package
- Screenshots or exports of matching methods in use
- Tolerance tables by company code
- Role lists for match, approve, and force-match
- Recent change history if the application keeps one
Transaction package
- Extract of invoices matched automatically in a quiet week
- Extract of open exceptions with age and reason codes
- Ability to drill from invoice to PO and receipt for the sample
People package
- AP supervisor for exception context
- Purchasing contact for price disputes
- Someone who can explain vendor master maintenance
Bring these to the kickoff and the first configuration session becomes productive. Online Reason would rather shorten the audit than pad days waiting on exports.