Most delays on our engagements come from incomplete exports, not from difficult findings. If you plan a Full Invoice Compliance Audit, gather these before the kickoff call.
Minimum file set
- Invoice register for the population period (open and paid)
- Vendor master with GUI numbers
- PO extract linked to the same period
- Goods receipt extract where your process uses one
- Current approval matrix with amount thresholds
Helpful but optional
Payment proposal history, vendor statements for the top twenty suppliers by spend, and a list of known holds already in discussion with buyers.
Paper folders
If a share of invoices still lives on paper, tell us which cabinets and who holds the keys. An on-site day scheduled after exports arrive wastes less time than discovering the gap mid-sample.
Send the file list with your inquiry. We will confirm whether the population is ready or flag missing pieces before quoting a findings date.