We have prepared the following checklists to help you assess the status of your Financial Information Systems. Please contact us if you have any questions regarding the checklist or if you would like to speak with a financial information systems consultant. We would also appreciate your comments on the ideas we have presented.

Instructions

Checklist questions prompt you for Yes or No responses. Your responses should reflect your view of the Financial Information Systems and what you believe is acceptable for the organization. If a particular question does not apply to your financial systems or organization, skip it. The evaluation process is based on the number of Yes responses in relation to the total number completed.

Operational Considerations

Financial Systems

 

• 90% or more - Yes - indicates your Financial Information Systems are probably performing in an acceptable manner.
• 89% to 60% - Yes - indicates your Financial Information Systems need improvement.
• 59% or less - Yes - indicates your Financial Information Systems should be replaced.

Function Specific Evaluation Categories

General Ledger

Accounts Receivable

Accounts Payable

Inventory Control

Value Add Tax

Purchasing

Fixed Assets

Payroll

Point Of Sale

 

• 90% or more - Yes - indicates your function specific application is probably performing in an acceptable manner.
• 89% to 60% - Yes - indicates your function specific application needs improvement.
• 59% or less - Yes - indicates your function specific application should be replaced.