INTERNAL CONTROL SYSTEM, HOW EFFECTIVE AS A MEANS OF REDUCING THE INCIDENCE OF FRAUD IN AN ORGANISATION (A CASE STUDY NIGERIAN BOTTLING COMPANY PLC)

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ABSTRACT

 

This research work was embarked upon with a view of providing an insight into the “Internal Control System, How Effective as a Means of Reducing the Incidence of Fraud in an Organisation”, for this purpose Nigerian Bottling Company Plc, Agidigbin Road Opposite LTV, Lagos State has been chosen as a case study.

This research work was divided into five (5) chapters for easy comprehension and as is it for this kind of work.

The first chapter, which serves as an introduction, start by explaining why the research was been carried out, it usefulness and the area of problem statement.

The second chapter, which is review of literature defined “Internal Control System, brief history of the case study, meaning of fraud, types of fraud, causes of fraud, control of fraud and etc was considered in this chapter.

The third chapter, tells us what research methodology is, method of data collection, the research design, the approach to the research work and the strategies. The used of questionnaire and brief interview served as the primary data while the used of textbooks and journals served as the secondary data collection.

The fourth chapter, the hypothesis was tested using the data collected in chapter 3 above, issued out to the sample selected thereby formed the observation of frequency.

The fifth chapter which was the last chapter which also served as conclusion part formed the summary, conclusion, recommendation and also provided suggestion for further research. The result of our effort would be laid before you, it must be stressed that our discussion was based on mostly what is practicable on the field and every detail of Internal Control System.





TABLE OF CONTENTS

 

Title Page                                                                                    

Certification                                                                                i

Dedication                                                                                   ii

Acknowledgement                                                                       iii

Abstract                                                                                       v

Table of Contents                                                                        vi

 

Chapter One:  Introduction

1.0       Introduction                                                                      1

1.1       Objective of the Study                                                       7

1.2       Statement of Problem                                                       8

1.3       Significance of the Study                                                  8

1.4       Scope of the Study                                                            9

1.5       Limitation of the Study                                                     10

1.6       Formulation of Hypothesis                                               10

1.7       Definition of Terms                                                            11

 

Chapter Two:  Literature Review

2.0       Introduction                                                                      16

2.1       Brief History of my case study                                         17

2.2       The meaning of Fraud                                                       19

2.3       Types of Fraud                                                                  21

2.4       Causes of Fraud                                                               25

2.5       Magnitude of Fraud in Manufacturing Industries          27

2.6       Control of Frauds                                                             31

2.7       Definition of Internal Control                                           32

2.8       Functions of Internal Control                                           33

2.9       Efficiency of Operation                                                      3

2.10    Accounting Structure                                                       35

2.11    Internal Control Over Computer                                     36

2.12    Internal Control Over Petty Cash                                     36

2.13    Internal Control Over Plant and Equipment                   37

2.14    Internal Control Over Salaries                                         38

2.15    Internal Control Over Transaction                                   39

2.16    Independence of Department                                           39

       

Chapter Three:

3.0       Research Methodology                                                      40

3.1       Methods of Data Collection                                              40

3.2       Personal Interview                                                            40

3.3       Survey Procedure                                                             41

3.4       Sample and Sampling                                                       41

3.5       Desk Research                                                                  42

3.6       Design of Questionnaire                                                   42

3.7       Relevant Hypothesis Formation                                       43

3.8       Response Rate                                                                   44

3.9       Degree of Freedom                                                            45

3.10    Level of Significance                                                          46

3.11    Decision Rule Using X2                                                                  46

 

Chapter Four

4.0       Analysis of Data and Test of Hypothesis                         47

4.1    Observed Frequency                                                         61

 

Chapter Five:  Summary, Conclusion, Recommendation

and Suggestion for Further Research

5.0    Summary                                                                           65

5.1    Conclusion                                                                        66

5.2    Recommendation                                                              67

5.3    Suggestion for Further Research                                     70

          Bibliography                                                                      72

          Appendix                                                                           72

          Questionnaire

 

 



CHAPTER ONE

 

1.0       INTRODUCTION

There is barely any organisation in our society today that cannot be associated with one type of fraud or the other. Manufacturing industries, banking industries etc have all experienced a high propensity of fraud in recent time. In fact, activities of fraudsters in our organisations are highly unpredictable and their methods of operations keep changing.

 

The case and issue of fraud in Nigerian economy has taken a different dimension, which if not attended to would cause a wreck in the total economic potentials. Fraud is not only found in the private sector of the Nigerian economy but also the public sector. As a matter of fact, the motive (for almost all aspirants) behind serving in a public office is to go and fraud to enrich themselves.

 

Cases of frauds are found to arise due to complete absence of internal auditing services to check transaction and policies laid down, duties are not adequately segregated as a single persons starts and completes a transaction etc.  The meaning of this is that the funds which could have been used by an organisation in the generation of employment through expansion and diversification programmes would have been cornered by a selfish individual who uses his position in the organization authority or intelligence to embezzle money.  

 

If this end is not properly monitored, then the future of the Nigerian economy would be in shamble. There is therefore he need to give a serious attention to the design of internal control measures that would help to curb the activities of fraudsters.

 

From a more professional perspective and according to auditing guidelines published by the institute of chartered accountancy (England and Wales). Internal Control System is defined as “the whole system of control, financial and otherwise, established by the management of an enterprise in an orderly and efficient operations to secure it assets, ensure compliance with management polices and secure as far as possible the completeness, and accuracy of the records.

 

Conclusively, Internal Control System are prescribed practices which the management of an enterprises develop, and adopted in order to facilitate the smooth and efficient running of an enterprises of order and mainly to the present in all the operations of the enterprise and for security of its assets.

The types of controls available as contained in the appendix to the operation auditing guideline on internal control, with reference  to the appendix are ten (10) types of control management could use in controlling its organisations. They are as follow:

i.             Organisation control

ii.           Authorization and approval

iii.          Segregation of duties   

iv.          Arithmetic and accounting control

v.            Supervision control

vi.          Personal control

vii.        Management control

viii.       Acknowledgement of performance and

ix.          Budgeting control

 

The beauty of any control is for it to actually work efficiently and effectively in practice. So, it is not enough to design a control but to make sure that it functions as planned.

 

The meaning of each would be explained and it area of application are explained below:

1.     Organisation Controls

This is a control set up by the management which involves having a plan of organisation which should defined and allocate responsibility where a specified person is in charge of a particular function who might be called the responsible who is their responsible and automatically answerable for that function.

This control also ensure that line of reporting are known meaning that an employee should the precious powers delegated to him, the extent of his authority and to whom he should report.   Example the correct operation of internal control may be delegated by the board of specific management personnel and to internal audit department.

 

2.     Authorization and Approval

This control emphasized the need for all transaction to be first of all be authorized or approval by an appropriate person. Examples are that credit sales must be approved by the credit control department, all overtime done as required by the management be approved by the department manager or works manager and perhaps all returnable and non returnable gate posses must be approved by two or more management personnel.

 

3.     Segregation of Duties

This control is self explanatory as it preaches the procedure where no single person should be responsible for the recording and processing of a complete transaction of the glaring advantages that the involvement of several people the risk of international manipulation or accidental error and increase the element of checking errors.

 

4.     Physical Control

The is control called physical as it involves on intelligent deliberate actions to safeguard the assets of a company, keep a highly confidential business information in a restricted safe equipment or place and above all to give full protection to all the assets of the company be it financial or otherwise.

 

5.     Arithmetical and Accounting Control

These are control in the recording function which checks that the transaction have been fully authorized and that they are included and correctly recorded with accuracy.

 

Procedures in the control include checking the arithmetic accuracy of records, the maintenance and checking of total, reconciliation, controls account etc. For example, where this control is in operation all purchases involves are checked by the purchase invoice section of accounting department being prelisted by that section before sending them to the computer department for processing. Notable to be mentioned as an example of this control is where there is clerk in the accounting department comparing the income purchases invoices with copy order forms and goods inward notes.

 

6.           Supervision Control

All actions by all levels of staff should be supervised. There possibility for the supervision should be clearly laid down and communicated to the person being supervised.

 

7.           Personnel Control

At this concern the human resources of the organisation, under this control, procedure should be designed to ensure that personnel operating the system are competent and motivated to carry on the task assigned to them and appropriate, measures put in place for the remuneration promotion and carrier development prospect design for the employees.

 

8.           Management Control

These are control ,exercised by the management which are outside and over and above the day-to-day routine of the system. They include overall supervisory controls, review of management accounts, comparisons with budget, internal audit and other.

 

9.           Acknowledgement of Performance

This makes it compulsory for every function performed by any responsible official to be signed or initiated and stamped to prevent anybody from doing illegal or unauthorized assignment for fraudulent purposes. For instance, during a stock taker exercise at the end of the financial year, the official stock takes is made to signed the stock sheet of all items counted so that in case of any error that the blame could be ascribed to the person responsible.

 

10.       Budgeting Control

This is a techniques used in business to streamline the activities of a particular organisation to achieve a set goal. Budget itself is defined as a quantitative plans of action where all actions are expressed in monetary terms. This is usually employed as it affords or give the opportunity of computing the variances analysis, which helps to control and manage a business very well. This study would therefore bother on the meaning of fraud, types of fraud common to organisation and the various internal control in our organisation with particular reference to Nigerian Bottling Company Plc.

 

1.1       OBJECTIVE OF THE STUDY

The objective of this study is to emphasize the effectiveness of internal control as a means of reducing the incidence of fraud in an organization with special reference to Nigerian Bottling Company Plc and also to proffer suggestions that will help bring its incidence to the bearest minimum.

 

1.2       STATEMENT OF PROBLEM

The objective of internal control is to limit the occurrence of errors and fraud to the bearest minimum. However, no matter how effective an internal control system is, error and fraud occur by:

i.             Collusion: Two or more dishonest person working in collusion can override the efficiency of the best possible controls.

ii.           Abuse of Authority: Those in whom the authority is vested can abuse authorization control.

iii.          Management Exemption: Management is in a position to override control set by it.

iv.          Human Errors: Due to errors of judgement and interpretation, misunderstanding, carelessness etc, fatigue or distractions can undermine the effective operation of internal control.

 

1.3       SIGNIFICANCE OF THE STUDY

This study is very important in that:

i.             It will unfold various factors contributing to fraud in our organisation.

ii.           It will enable us to know about common fraudulent practices in our organisation.

iii.          It will also help us to know the various internal control measure that can be put in place in combating the incidence of fraud.

 

As it is popularly and erroneously believed by the un-initiated into the accounting profession that internal control system is all about protocols which must be followed in a particular organisation which delay business transactions and also useful for prevention of fraud this study will help to correct this belief and hence unveil the tremendous merit of the system especially how it is being operated in Nigerian Bottling Company Plc.

 

1.4       SCOPE OF THE STUDY

In order to create an avenue for a proper understanding of this study, it is necessary to state clearly the scope and limitations of this work.

 

Firstly, this study is limited to the internal control system in Nigerian Bottling Company Plc.

 

Secondly, this study is supposed or meant to represent the internal control techniques as it operate in Nigerian Bottling Company Plc, while many of the findings may have general application, some might not be applicable to other smaller firms in a different location or different industry.

 

Thirdly, the topic will cover internal control with a computer using electronic data processing technique.

 

Lastly, the topic will cover all inherent factors both internal and external as it affects the internal control environment of Nigerian Bottling Company Plc with all techniques being in place.

 

1.5       LIMITATIONS OF THE STUDY

The problem encountered by the researcher in the cause of this study are majorly that of time constraint, finance, willingness or unwillingness, it also worth mentioning in addition to the points mentioned earlier as it is true for security reasons that all the control that are in operation in an organisation cannot be probed into by a researcher and this formed the major limitation to the scope of the study.

 

1.6       FORMATION OF HYPOTHESIS

Hypothesis are developed and tested to ensure a more effective and result oriented research work. Two types of hypothesis will be employed in this study. The null and the alternative hypothesis. This is the normal principles of reject or accept criterion. The hypothesis shall be used to test whether internal control as a means of controlling fraud is weak and ineffective.

The research hypothesis are:

H0:    Effective and efficient operations of internal control does not lead to reduction of fraud in an organisation.

H1:    Effective and efficient operation of internal control leads to reduction of fraud in an organisation.

 

1.7       DEFINITION OF TERMS

The following are the definition of the related terms as used by the researcher in this study.

(1)     Fraud

This is an intentional misrepresentation of financial information by one or more individual among management, employee or third party. It is a special case of irregularities and it involved the use of criminal deception to obtain an unjust or illegal advantage.

 

(2)         Internal Control

This is the whole system of control, financial or other wise, established by the management of an enterprise in order to ensure an orderly and efficient operation to secure its assets, ensure adherence to management solicits and as far as possible the completeness and accuracy of the records.

(3)         Internal Auditing

It is an independent appraisal activity within an organisation for the review of accountability, financial and other operation as a basis of services to management.

 

(4)         Internal Check

This is the check imposed on the day-to-day transactions whereby the work of one person is proved by an independent person called auditor to ensure that the laid down procedure are followed, by the objective being prevention and detection of errors and frauds.

 

(5)         Investigation

This is a process where management requires audit staff to report special or any unusual development to it. It is essentially an enquiry into the financial affairs of an enterprises by an accountant on behalf of a client for some purpose generally specified by the client. 

 

(6)         Compliance Test

This is a test designed to ensure that the internal control system, which the auditor wishes to rely upon is working properly in practice.


(7)         Substance Test

This is a test on transactions and balances and other procedure such as analytical review, which seek to provide audit evidences as to the completeness, accuracy and validity of the information contained in the financial statement.

 

(8)         Pre-Audit

This involves the examination or security of transaction or vouches before payment. It may also include the examination of contracts prior to approval, security or all vouchers and payrolls before payments are made.

 

(9)         Post-Audit

This involves audit verification of all transactions entered into after payments have been made. It concerns primarily the control of cash and the verification of revenue. It general application comprises the appraisal of the overall performance measured against established standards.

 

ESSENTIAL CHARACTERISTICS OF GOOD INTERNAL CONTROL SYSTEM

Every organization has its own system of internal control but there are certain features that must be included in a good internal control. These includes

a.           Segregation of Duties

This is very essential in the use of internal check. Ideally, in a good system of internal control, the function of initiation of a transaction and the authorization should be separated.

 

b.           Specified Organisation Structure

Authority could be clearly established for all activities in the organization. Duties in which internal control is involved should be specifically specified by written instruction.

 

c.           Proof Measures

Proof measure such as total account, trial balance, etc should be given attention and be seen to be in operation always.

 

d.           Acknowledgement of Performance

Persons performing data operations should acknowledge their activities by means of signatories, materials rubber stamps etc. for example, if a payroll is prepared, all officer involve in the preparation process should append their initial and rubber stamps. 

 

e.           Protective Devices

Instruction of perceiving and securing record should be in existence and must be fully put into use, realizable procedure for the use of clerks should be established.

f.            Formal Transfer of Responsibility for Goods

When goods are moved from hands to hands, proper documentation should be maintained. This is necessary to particular person or department and documents such as Goods Received Note (GRN), Stores Requisition Note (SRN) should be used.

 

g.           Verification Review and Amendment of the System

Once the system of internal control has been established the management should continue to verify, review if necessary amend the system from time to time. This is necessary to ensure the adequacy of internal control system at all time.

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