Process Flow Charts


Process documentation can help any organization.  Instant Controller has created sample process flow charts for most processes with a business and has made them available to you in Excel.  Control points are noted and narrated to help you demonstrate effective internal control – especially important if you’re subject to Sarbanes-Oxley!  These flow charts are fully unlocked and editable!  Use as-is for some processes and modify others to fit your needs!

Example: flow

The flow chart bundle includes processes for:

Revenue cycle
Customer set up & changes
A/R & bad debt reconciliation
A/R credit memo process
Cash receipts & cash applications
Purchasing & Receiving cycle
Vendor set up & changes
A/P vouchering & reconciliation
A/P disbursement
Payroll Process
Commissions Process
Pricing Process
Fixed assets
Physical Inventory & Cycle Counts
Treasury cycle – open/close/changing a bank account
Treasury cycle – bank account reconciliation
Financial Reporting Process
Chart of Accounts Maint Process
Intercompany balance reconciliation & confirmation
Production Cycle
Process for Customer Returns
Preliminary lien notice process flow
Order Entry / Credit Hold / Work Order flow
Receiving Process


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