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Weekly

The document outlines a Weekly Finance Audit process, including checks for income and expenditure records, transaction approvals, and completion of various financial forms. It emphasizes the importance of accuracy, accountability, and identifying any irregularities or training needs. All completed audits must be stored in the G-Drive and shared with the registered manager.

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3 views

Weekly

The document outlines a Weekly Finance Audit process, including checks for income and expenditure records, transaction approvals, and completion of various financial forms. It emphasizes the importance of accuracy, accountability, and identifying any irregularities or training needs. All completed audits must be stored in the G-Drive and shared with the registered manager.

Uploaded by

farnsworthnailah
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Weekly Finance Audit

Date: Service: Person we Support:

Person Completing Audit: Week Commencing: Month: Year:

Record of Person we Support Income and Expenditure (APM09) Completed Correctly: Number of Transactions:
Y/N

If no, why?
All accompanied with Petty Cash Slip: Y/N

Are transactions signed by 2 staff members: Y/N Money Out Form completed (MO.SD.01): Y/N

If no, why? If no, why?

Does Money Out Form align with Money and Spends Form (APM09): Y/N

If no, why?

Daily Finance Handover (DHF.SD.03b) completed correctly: Y/N Purchasing Card Log (APM36) completed correctly: Y/N

If no, Why? If no, why?

Do balances equal amount spent: Y/N

Any actions identified from irregularities or concerns: (please list and transfer to the CAP)

Classification Monies of the People we Support P&P - Audit/All Services Title Weekly Finance Audit (optional) Version V1 March 2023
Owner Director of Quality Author Quality Development Page 1 of 2
1.

Any training needs identified for staff:

1.

Name: Signature: Date:

All copies of this audit must be stored within the G-Drive and shared with the registered manager upon completion.

Classification Monies of the People we Support P&P - Audit/All Services Title Weekly Finance Audit (optional) Version V1 March 2023
Owner Director of Quality Author Quality Development Page 2 of 2

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