Controls
Control walkthrough for AP matching
A guided walkthrough of roles, overrides, and evidence trails for teams preparing an internal or external review.
Purpose
Before an internal audit cycle or statutory review, AP leaders often need a calm rehearsal of how invoice matching controls actually operate — who can override, what evidence remains, and where narratives break down.
Session focus
- Segregation between matching clerks, approvers, and force-match authority
- Evidence retained when an invoice is manually matched
- Escalation path for high-value exceptions
- Alignment between written policy and application behavior
Deliverable
Annotated walkthrough notes and a short gap list suitable for sharing with internal audit. This is not a formal assurance opinion; it is preparation and clarity.
Next step
Request a control walkthrough with your preferred review window.