The following 363 tools are listed based on publish date.
Policies & Procedures
IT Governance Policy
Use the established requirements in this policy to oversee information technology resources, achieve company business objectives, and manage technology risk.
Subscriber Content
Mon, May 15, 2023
Policies & Procedures
Credit Risk Policy
This sample outlines a set of policies and procedures formalizing the credit risk management process.
Subscriber Content
Mon, May 8, 2023
Policies & Procedures
Crisis Management and Emergency Operations Policy
This sample policy shares an overview of procedures organizations should take during the crisis management and emergency operations process.
Subscriber Content
Mon, May 8, 2023
Policies & Procedures
ACH Payment Policy
The purpose of this policy is to outline the necessary steps to initiate an ACH payment.
Subscriber Content
Mon, May 8, 2023
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