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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

Sales Customer Follow-Up Policy

Optimize post-sale customer satisfaction with this sales policy template, designed to ensure seamless equipment setup and resolution of any concerns through proactive service calls and ...
Mon, Sep 16, 2024
Policies & Procedures

New-Hire Paperwork Policy

Understand the general hiring procedures and protocols for new hire onboarding, including the completion of the payroll/status change notice.
Mon, Sep 9, 2024
Policies & Procedures

Monthly Accruals Policy

Learn about the standards and procedures for monthly accruals to match expenses with revenues and ensure accurate financial statements.
Mon, Sep 9, 2024
Policies & Procedures

Sales and Use Tax Policy

This policy establishes the responsibilities, controls, authorizations and procedures for sales and use-taxes for all company invoices originating in the United States.
Mon, Sep 9, 2024
Policies & Procedures

Revenue Capture Policy: Patient Accounting

Ensure that appropriate charges for supplies and/or services are recorded and posted completely, accurately, timely and consistently.
Mon, Sep 2, 2024
Policies & Procedures

Retainage Policy

Leverage this policy sample to establish a standardized means of identifying and accounting for the retainage of funds related to large-scale projects.
Mon, Sep 2, 2024
Policies & Procedures

Customer Demo Units Policy

Get detailed procedures for demo unit transactions, invoicing, processing and collection issues with our Customer Demo Units Policy.
Mon, Aug 26, 2024
Policies & Procedures

Rent Expense on Facilities Leases Policy

Get insights into recognizing rent expense on facility leases, including straight-line basis recognition and lease agreement criteria.
Mon, Aug 26, 2024
Policies & Procedures

Research and Development Expense Policy

Research and development expenses include the conceptual formulation, design and testing of product alternatives, construction of prototypes, and operation of pilot plants. This policy ...
Mon, Aug 26, 2024
Policies & Procedures

Remeasurement and Foreign Exchange Rates Policy

This policy establishes the standards for remeasurement and foreign exchange rates in compliance with management’s objectives.
Mon, Aug 19, 2024
Policies & Procedures

Remote Network Access Policy

This sample policy defines the conditions under which an employee, contractor, vendor, or other person may have remote access to a company’s private network.
Mon, Aug 19, 2024
Policies & Procedures

Vendor Payment Policy

Uncover best-practice steps for initiating an ACH payment and handling requests for domestic and international wire transfers, domestic ACHs and foreign currency bank drafts. 
Mon, Aug 19, 2024