Purchasing - General

Use these handy slide examples to execute an audit over the Purchasing (procurement) process. Return to these templates anytime for a jumpstart to your reporting in the Workiva platform.

Template Contents

Audit

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purchasing general audit template in the workiva platform

Why start from scratch when a template helps you plan and execute your purchasing audit fast?

Instead of starting from square one, Workiva templates help you square the figures faster with ready-to-use slides. This template covers audit procedures spanning from planning, fieldwork, purchase/payable account balances and systems, giving you detailed steps to assess the effectiveness of internal controls, and ensure balances are free of material misstatement.

Key Features

Defined audit procedures
Prepopulated audit test steps for each identified audit procedure
Ability to track progress for each procedure
Dynamic format, with the ability to add or remove procedures

Purchasing General Audit is the property of AuditNet®.

Workiva disclaims all warranties as to the accuracy, completeness or adequacy of information contained in the AuditNet® Purchasing General Audit, or for interpretations thereof. Workiva accepts no liability or responsibility to the user for the selection of materials from the AuditNet® content or for reliance by any user or reader of such information.

The content provided on this website does not, and is not intended to, constitute legal, accounting, tax, investment, compliance, or other professional advice and services; instead, all information, content, and materials available on this site are for general informational purposes only. The content on this posting is provided "as is;" no representations are made that the content is error-free or up to date.

Compatible Solutions

To use this item, your organization needs to have purchased one of the following solutions.

Audit Management

Created By

Support and Documentation

Last updated 6/4/2021 ()

Frequently Asked Questions

Can I make changes to the template; e.g., add or remove sections or procedures?

Yes, the template is fully editable.

Is the template available in the SOX/Controls Management workspace?

No, this template is only available for the Audit workspace. We are working on generating SOX/Controls Management templates.

Can I access other audit templates beyond those listed in the "Audit from template" listing?

Yes, you can access additional audit templates from AuditNet. Please click on the following page for details: https://support.workiva.com/hc/en-us/articles/360042140452-Create-an-audit-from-a-template, or reach out to your Customer Success Manager for assistance.

Can I share the template outside of the Workiva solution?

Yes, the template can be downloaded as an .xlsx document and shared. Please click on the following link for more details: https://support.workiva.com/hc/en-us/articles/360042140452-Create-an-audit-from-a-template

Will Workiva add more Audit templates?

Yes, please refer to the following link for recently added templates: https://support.workiva.com/hc/en-us/community/posts/360077584931-2021-Q1-New-Audit-Templates-Pandemic-Audit-

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