Multi-Entity AP Policy Template

One AP rulebook for many entities: governance model, vendor master strategy, intercompany, entity payment authority and currency.

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The moment a company becomes two companies, AP policy stops being about rules and starts being about jurisdiction: which rules are group law, which are entity discretion, and who decides.

This template is built around those four decisions (governance model, vendor master strategy, approval authority, payment release), each presented as an explicit decision box with the options and their trade-offs, wrapped in a complete policy covering intercompany settlement, cross-entity segregation of duties, group close calendars, and an acquisition-onboarding checklist for the next entity you buy.
IN THIS TEMPLATE
  • The four decisions, made explicit: centralized, shared-service or federated, with trade-offs for each
  • Vendor master strategy: a global master with entity views, and dedup before create
  • The intercompany mirror rule and a settlement calendar, so year-end stops being archaeology
  • Group approval ceilings that end entity threshold drift
  • An acquisition-onboarding checklist: the next entity joins in two close cycles
FAST FACTS
  • 4  decisions the whole document turns on
  • 2  close cycles to onboard an acquired entity
  • 2-50  entities; the policy scales with the group
Decide what is group law and what is entity discretion, once. Complete the form and we’ll send the PDF.
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