All Tools

Scroll down the page to browse all of our downloadable tools, or select a category below to narrow your view down to a specific tool type.

Policies & Procedures

Policies and procedures influence and determine major actions and processes throughout an organization. These policy and procedure samples can be used to review and update existing documentation or to create new documentation to promote the conduct and consistency of authorized activities.

The following 357 tools are listed based on Content Data.
Policies & Procedures

Credit Card Information Handling Policy

Use this policy to ensure that credit and debit card information and other personal financial data are accessible by a limited number of authorized team members and maintained in accord...
Subscriber Content
Mon, May 1, 2023
Policies & Procedures

Accounts Receivable Policy: Cash Receipts

Organizations can use this policy sample to develop procedures for correctly dealing with and recording cash receipts.
Subscriber Content
Mon, May 1, 2023
Policies & Procedures

Credit Card Policy

This policy establishes the appropriate business use, responsibilities and authorization for company-issued credit cards.
Subscriber Content
Mon, May 1, 2023
Policies & Procedures

Credit and Debit Memo Policy

The following sample outlines a set of policies and procedures for issuing credit and debit memos, including product and container deposit returns and head-office billings.
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Credit Card Data Purge Policy

This policy outlines a set of procedures for the credit card data purge process, including specific purge procedures, a purge schedule and related definitions.
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Chart of Accounts Policy

Use the overall structure included in this policy to establish uniformity for chart of account codes and definitions and describe the process for maintaining control over the chart of a...
Subscriber Content
Mon, Apr 24, 2023
Policies & Procedures

Debt Management Policy

The purpose of this policy is to outline the proper method of acquiring loans and monitoring debt.
Subscriber Content
Mon, Apr 17, 2023
Policies & Procedures

Corporate Image and Communication Standards Policy

The sample policy helps to ensure that all internal and external communication reflects a corporate image that is consistent and preserves and builds the value of the corporate brand.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Corporate Governance Policy: Shareholder Meetings

This sample policy simplifies and clarifies the essential elements of shareholder meetings.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Manual Journal Entry Review Policy

This tool contains three policy samples that establish guidelines and procedures that must be followed with respect to an organization's manual journal entry review process.
Subscriber Content
Mon, Apr 10, 2023
Policies & Procedures

Corporate Treasury Policy

This policy establishes guidelines for company activities related to bank accounts, wire transfers of cash, short-term investments of surplus funds, financing, foreign exchange exposure...
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Corporate Governance Policy: Board Committees

This sample policy sets standards for board committee structures and protocols.
Subscriber Content
Mon, Apr 3, 2023