Fiscal Oversight Module 1 - New York State School Boards ...

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© 2012 New York State School Boards Association, Latham NY Claims Auditor Duties Cont’d • Audit each claim for payment against the district, verifying that: – The claim is for an actual and necessary expense – The expenditure is supported by a budgetary appropriation In simple terms, the Claims Auditor is telling the Treasurer that they have certified the claim to be true and accurate, and to issue payment to the claimant.
© 2012 New York State School Boards Association, Latham NY Voucher Packet • Purchase order with appropriate authorization signed by the purchasing agent • Receiving report confirming that work was complete, goods/services were received satisfactorily • Documentation that purchasing agent approved voucher packet • Original invoice containing description, cost, and quantity of (if appropriate) goods/materials/svcs
Page 1 and 2: Fiscal Oversight Fundamentals Modul
Page 3 and 4: © 2012 New York State School Board
Page 5 and 6: The Claims Auditor © 2012 New York
Page 9: © 2012 New York State School Board
Page 29 and 30: Internal Audit Function © 2012 New
Page 39 and 40: External Audit Function © 2012 New
Page 45 and 46: Treasurer © 2012 New York State Sc

Fiscal Oversight Module 1 - New York State School Boards ...

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