Accounts Invoice Approval Checklist

Accounts Invoice Approval Checklist

This Accounts Invoice Approval Checklist ensures a thorough and systematic approach to invoice processing at [Your Company Name]. By meticulously following these steps, the company maintains financial accuracy and compliance, while efficiently managing its accounts payable process.

Invoice Documentation Verification

  • Confirm the official invoice from the vendor

  • Check if the invoice number is unique

  • Make sure the invoice date is correct

  • Verify the vendor information is complete and correct

Invoice Payment Details

  • Confirm the invoice amount is correct

  • Check the payment terms of the invoice

  • Ensure the payment due date is clear

Approval Process and Recording

  • Ensure the invoice is approved by the authorized personnel

  • Record the approved invoice in the accounting system

  • Mark the invoice as 'paid' after the payment process

Feedback and Notes

  • Any discrepancies noted and addressed

  • Feedback from the process recorded (Notes: ________________________)

Prepared by: [YOUR NAME]

Date: [Month, Day, Year]

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