mERP SOP
Invoice Review
FIN-101 · Rev02
Back to the procedure
Use your browser print command to print this page. This link and this line are not printed.
DEMO / NOT FOR OPERATIONS
| Document number | FIN-101 |
|---|---|
| Revision | Rev02 |
| Effective date | 2026-02-05 |
| Applies to | Main Office |
| Type / Department | SOP / Finance |
| Owner | Dana Placeholder (Manager) |
Purpose
Make sure each supplier invoice is checked and approved before it is paid.
Scope
Applies to all supplier invoices received at the main office.
Responsibilities
The finance assistant checks the invoice; the approver signs off before payment.
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.
- 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.
- After approval, pass the invoice to accounts payable for payment.
- File the invoice and update the status in the tracker.
Exceptions
If the approver is away, ask the office manager to name a backup approver.
DEMO / NOT FOR OPERATIONS
Printed copy of an example procedure. A printed copy can be out of date; the library shows the current revision.