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.
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.