Procure-to-pay (P2P) process flow template
An audit-ready procure-to-pay (P2P) process flow template (requisition through payment) with approval workflow and version control. Built for ERP teams documenting AP processes for SOX, SOC 2, and internal audit.
How it works
Document each P2P step in a spreadsheet
List every step from purchase requisition through invoice payment, with columns for owner, system of record, and approval gate.
Import the spreadsheet into QueryChart
Paste or upload the spreadsheet; QueryChart maps rows to swimlanes by owner and to steps by order.
Draw the exception paths before you share the diagram
An invoice with no order, a price variance over tolerance and a rush purchase each need their own branch with a named approver.
Add approval gates and route to approvers
Mark approval-required steps; QueryChart enforces the approval workflow.
Publish the version as audit-ready
Once approved, the process map is checkpointed with a version number, timestamp, and approver signature for audit evidence.
Frequently asked questions
What goes into a P2P process flow?
A complete procure-to-pay process flow covers requisition, approval, purchase order, goods receipt, invoice match, exception handling, approval, and payment — each assigned to an owner and a system of record.
How do I document P2P for SOX or SOC 2?
Document each control point as a step with an owner, evidence link, and approval gate. QueryChart's audit trail captures who approved which version, when, and what changed.
What's the difference between P2P and O2C?
P2P covers cash flowing out: requisition, order, receipt, invoice, payment. O2C covers cash flowing in: order, delivery, invoicing, collection.
What is a three-way match, and why does the auditor ask about it?
It confirms the purchase order, goods receipt, and invoice agree on vendor, quantity, and price before payment is approved.