Current Procedure
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Invoice Review Current Example
At a glance
Code
FIN-101
Revision
Rev02
Effective date
2026-02-05
Owner
Dana Placeholder (Manager)
About this procedure
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.
Scope and ownership
Type
SOP
Department
Finance
Applies to
Main Office
State
Current
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