Prepare an Audit Sample from PDFs

When preparing for an external audit, selecting a representative sample of invoices is crucial for accurate analysis. You may need to convert a random or targeted sample from your PDF invoices to ensure that you have a thorough view of the financial data. Maintaining the source PDFs alongside the resulting CSV files not only keeps your documentation organized but also provides easy access to the original files during the audit process.

To create your audit sample, start by selecting the invoices you want to convert. Use BillToSheet to upload your PDFs and set the parameters for your sample, whether random or targeted based on specific criteria such as date ranges or amounts. After conversion, save the CSV files in a designated folder and ensure that the corresponding PDFs are also stored in the same location to facilitate quick retrieval. This way, you can present both the raw and transformed data seamlessly during the audit.

Be mindful of potential pitfalls, such as overlooking invoices that may not have been included in your initial sample selection. Additionally, ensure that your PDF files are not password-protected or corrupted, as these issues can prevent successful conversion. Regularly verify that your CSV files accurately reflect the data from the original PDFs, as discrepancies could complicate your audit and lead to unnecessary questions from auditors.