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

Subsequent Events Policy

This sample policy establishes a process to evaluate events that provide evidence about conditions that did not exist at the date of the balance sheet.
Subscriber Content
Mon, May 1, 2017
Policies & Procedures

Purchasing Bypass Process Policy

This sample policy outlines the circumstances in which employees are allowed to bypass the company policy requiring all purchasing commitments be made via the procurement department.
Subscriber Content
Mon, Apr 17, 2017
Policies & Procedures

Trade Accounts Receivable Policy

This sample policy ensures that trade accounts receivable are recorded accurately, completely, timely, consistently between business units, and in accordance with GAAP and SEC regulatio...
Subscriber Content
Mon, Apr 3, 2017
Policies & Procedures

Vendor Setup and Maintenance Policy

This sample policy establishes the responsibilities and authorizations for completing and accurately maintaining the vendor master file at a company.
Subscriber Content
Mon, Mar 13, 2017
Policies & Procedures

Restricted Stock Vesting Policy

This policy outlines procedures related to restricted stock vesting in a company, largely depending on employee elections.
Subscriber Content
Mon, Mar 13, 2017
Policies & Procedures

Sarbanes-Oxley Section 404 Compliance Project Work Paper Sta…

The purpose of this document is to establish basic guidelines and standards for the preparation and review of work papers related to the Sarbanes-Oxley Act Section 404 compliance projec...
Subscriber Content
Mon, Mar 6, 2017
Policies & Procedures

User Information Security Policy

This sample policy provides guidelines for securing user information.
Subscriber Content
Mon, Feb 20, 2017
Policies & Procedures

Journal Entry Policy

This policy sample provides a standard for preparing, authorizing and posting journal entries and ensuring the adequacy of all manual journal entries.
Subscriber Content
Mon, Feb 13, 2017
Policies & Procedures

Business Impact Analysis Policy

This sample policy outlines procedures to identify a company’s most critical business processes and support functions and to develop realistic recovery time objectives for each process.
Subscriber Content
Mon, Jan 30, 2017
Policies & Procedures

Invoice Exception Policy

This policy sample standardizes how to handle invoices that do not have all the necessary information needed to complete the payment processing cycle.
Subscriber Content
Mon, Jan 30, 2017
Policies & Procedures

Server Configuration Policy

This policy defines the standard security settings utilized on a company's servers.
Subscriber Content
Mon, Oct 17, 2016
Policies & Procedures

Bereavement Policy

This policy establishes procedures for bereavement benefits, in order to provide employees sufficient time to attend services due to the loss of an immediate family member.
Subscriber Content
Mon, Apr 18, 2016