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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 363 tools are listed based on publish date.
Policies & Procedures

Banking/Financial Institution Account Policy

The purpose of this policy is to ensure that the company’s cash, investments and other assets are adequately controlled and safeguarded.
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Mon, Sep 11, 2023
Policies & Procedures

Password Security Policy

Use the four sample policies included in this tool to establish your company’s guidelines regarding secure and consistent system passwords.
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Mon, Sep 11, 2023
Policies & Procedures

Financial Document Access Control Policy

Organizations can use this policy sample to limit access to documents used in creating financial statements.
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Mon, Sep 4, 2023
Policies & Procedures

Non-Routine Transactions Policy

This tool includes two policy samples that establish uniform procedures for identifying and recording a company’s non-routine transactions.
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Mon, Sep 4, 2023
Policies & Procedures

Contingent Liabilities Policy

This document contains two sample policies that provide guidelines and procedures for recognizing and disclosing an organization’s liabilities.
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Mon, Sep 4, 2023
Policies & Procedures

Cash Policy

This sample policy outlines standards for handling cash receipts and cash disbursements, as well as other general cash management procedures.
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Mon, Sep 4, 2023
Policies & Procedures

Fixed Assets Policy

Use the guidelines and procedures included in this Fixed Assets Policy to better review and understand your organization’s fixed assets.
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Mon, Aug 28, 2023
Policies & Procedures

Capital Expenditures, Lease Commitments and Service Contract…

Use this policy to establish company policies regarding the planning, approval, analysis, control, and audit of capital expenditures and lease commitments.
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Mon, Aug 28, 2023
Policies & Procedures

Finance Code of Conduct Policy

This sample policy serves as a code of conduct specific to senior financial officers of a company with the purpose of documenting a clear understanding of roles and responsibilities.
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Mon, Aug 21, 2023
Policies & Procedures

Internet and Email Acceptable Use Policy

This sample policy helps company employees optimize their use of the internet, protect confidential information, preserve and enhance the company's image, and minimize costs associated ...
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Mon, Aug 21, 2023
Policies & Procedures

Record Retention Policy

This tool includes seven sample policies that establish standards and procedures for the retention of electronic and paper records.
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Mon, Aug 21, 2023
Policies & Procedures

IT Security Exceptions and Non-Conformance Policy

This sample outlines a set of policies and procedures governing action to be taken when special circumstances prevent compliance with an established policy, procedure, standard, or guid...
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Mon, Aug 14, 2023