July 15, 2021
The Office of the Controller is excited to announce the release of the revised Buy-to-Pay (formerly Procure to Pay) controls matrix. This release includes the following:
Summary and Guidelines Documents
- Key Controls Summary – Recognizing that the matrices can be difficult to digest, we created this summary document to provide a quick point of reference, at a high level, of all Key controls that need to be performed
- B2P vs. HCOM Controls Summary of Changes – identifies, at a high-level, the changes to the control activities from HCOM /P2P to Jaggaer/B2P
- B2P Invoice Match Exceptions – provides guidelines for the review and resolution of matching exceptions
- B2P Tub Admin Role Activities – provides guidelines for the review of the B2P Tub Admin Activity report to monitor the approval action activities performed by users assigned to the Tub Admin Role
Controls Matrix
- Includes controls that had not previously been included in the Procure to Pay controls matrix. Very few of these controls, however, have any impact to current processes (i.e., they serve to formally document controls that were already in place)
- Includes updates to previously documented/implemented controls that have been modified to reflect changes in the supporting technology (i.e., workflow, approval levels, reporting) and to better match the control wording to the current processes (e.g., review and resolution of matching exceptions)
You can access key control activities and detailed controls matrices on the Office of the Controller's website with your HarvardKey.