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

Accounts Receivable Policy: Cash Collections

This policy can be used to collect on accounts receivable that have gone more than a specified number of days past their due dates without having been paid.
Subscriber Content
Mon, Oct 31, 2022
Policies & Procedures

Accounts Receivable Negotiated Debt Forgiveness Policy

Use this policy to adequately protect receivable investments and all distributions in place of payments related to formal or informal creditor agreements.
Subscriber Content
Mon, Oct 31, 2022
Policies & Procedures

Commitment and Expenditure Authorization Policy

This sample policy establishes guidelines for all transactions that bind or commit the company to performance or expend the company’s assets.
Subscriber Content
Mon, Oct 24, 2022
Policies & Procedures

Customer Concerns Handling Policy

The purpose of this policy is to establish guidelines for resolving customer concerns and initiating the Customer Concern Report.
Subscriber Content
Mon, Oct 24, 2022
Policies & Procedures

Vehicle Expense Reimbursement Policy

This sample policy contains guidelines employees should follow when using their personal car on company business.
Subscriber Content
Mon, Oct 3, 2022
Policies & Procedures

Consolidated Financial Statement Reporting and Disclosures P…

This tool contains two sample policies that can be used to ensure the completeness and accuracy of disclosures made in quarterly and annual public filings with the SEC.
Subscriber Content
Mon, Sep 26, 2022
Policies & Procedures

Infrastructure Security Policy

Organizations can use this policy to protect critical systems and assets against physical and cyber threats.
Subscriber Content
Mon, Sep 26, 2022
Policies & Procedures

Debt Issuance Cost Policy

This sample policy is designed to help companies record debt issuance costs in conjunction with a successful debt financing arrangement.
Subscriber Content
Mon, Sep 26, 2022
Policies & Procedures

Company-Leased Vehicle Policy

This sample policy is designed to help organizations establish guidelines for the business use of company-leased vehicles by employees.
Subscriber Content
Mon, Sep 19, 2022
Policies & Procedures

Revenue Recognition Policy

This sample policy is designed to help organizations recognize revenue on sales transactions in a timely manner.
Subscriber Content
Mon, Sep 12, 2022
Policies & Procedures

Data Center Security Policy

This sample policy establishes operational standards for the physical security of a company’s data center.
Subscriber Content
Mon, Aug 29, 2022
Policies & Procedures

Unclaimed Property Policy

This document includes two sample policies that establish clear procedures and timelines for unclaimed/uncashed checks, wire or ACH payments.
Subscriber Content
Mon, Aug 22, 2022