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Case study 2
Extract from Policies and Procedures Manual for Country Décor
When you receive a Tax Invoice you must
- check the Tax Invoice against our Purchase Order in order to ensure that what we have been charged for is what we actually ordered.
- check that the calculations on the Tax Invoice are correct and we have been charged the correct amount for each product. Mark any corrections and advise your supervisor using a memo.
- check the delivery docket; have we been charged for any goods which have not been delivered? Note any discrepancies and advise your supervisor using a memo.
- In the case of discrepancies or errors it is usual for the Finance Supervisor to contact the supplier to let them know about the problem, organise delivery or corrections (eg adjustment note) to the financial source documents.
As an employee of this company, compare the following documents and let your supervisor know of any problems you find.
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