procure-to-pay workflow

3-Way Matching for CAS Firms: From Bookkeeper to Advisor

3-Way Matching for CAS Firms: From Bookkeeper to Advisor

3-way matching for CAS firms is the process of verifying every client invoice against a purchase order and a delivery receipt before approving payment. This single control separates advisory-level CAS engagements from commodity bookkeeping. TL;DR 1. One control, three documents. Every payment requires a matching PO, delivery receipt, and invoice — before a single dollar… Continue reading 3-Way Matching for CAS Firms: From Bookkeeper to Advisor

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