Review Proposed Changes
Current instructions (Rev02)
Compare both the instructions and where they apply. Example
Invoice Review
FIN-101 · Rev02 · In use today
- Save the invoice in the shared invoice folder, named with the supplier and date.
- Match the invoice to its purchase order or approval request.
- Replaced in the proposal Check the supplier, amounts and dates against the order.
- Note any difference and ask the requester to confirm.
- Send the checked invoice to the approver.
- Replaced in the proposal After approval, pass the invoice to accounts payable for payment.
- File the invoice and update the status in the tracker.
Steps keep the same order in both versions.
Proposed change (Rev03)
What is proposed
Check the supplier name, amounts and tax, and record the payment date in the tracker.
Requested by Blake Demo (Procedure Author) · 2026-10-01 (example time)
Expected reviewers: Cameron Sample (Reviewer); Dana Placeholder (Manager)
Where it applies and who owns it
| Field | Current | Proposed | Status |
|---|---|---|---|
| Revision | Rev02 | Rev03 | Changed |
| Applies to | Main Office | Main Office | No change |
| Owner | Dana Placeholder (Manager) | Dana Placeholder (Manager) | No change |
| Approver role | Office manager | Finance lead | Changed |
Proposed steps
- Save the invoice in the shared invoice folder, named with the supplier and date.
- Match the invoice to its purchase order or approval request.
- Changed step Check the supplier name, amounts, tax and dates against the order.
- Note any difference and ask the requester to confirm.
- Send the checked invoice to the approver.
- Changed step After approval, pass the invoice to accounts payable and record the payment date in the tracker.
- File the invoice and update the status in the tracker.
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