Service industries have many of the standard ledgers, payroll, accounts payable, etc., which can be key concerns.
The following are commonly used tests (grouped by type).
- Extract cash disbursements by vendor/supplier for audit verification
- Summarise cash disbursements by account, bank, group, vendor, etc.
- Provide a complete audit trail for all disbursements by purchase order, vendor, etc.
- Generate vendor cash activity summary for support in rebate negotiations
- Extract select names from list to merge with word processor for promotions
- Combine extracted data from financial report for graphics presentations
- Automatically manage lists with select, extract, prints and count commands
- Merge audit verification letters with accounts and balances for external audit
- Generate multiple marketing mailings based on historical customer purchases
- Perform marketing tests with random name selection for promotional letters
- Create auto-extract of activity data for direct transfer to spreadsheet
- Generate sales/profitability report by sales representative, product and customer
- Recap product sales by regions, customer, category, etc.
- Identify high volumes of products, customers, sales representatives, etc.
- Extract all sales data for audit by customer, product, region etc.
- Compare current product sales with booked sales for demand analysis/trends
- Compare ratios of current sales to open receivables (high-low; low-high)
- Summarise shipments by warehouse for product distribution analyses