Credit & Collections

The following 149 items are listed by Content Data.
Audit Programs

Accounts Receivable/Collections Audit Work Program

The two sample work programs included in this tool provide steps organizations should follow when facilitating an accoun...
Subscriber Content
Mon, Apr 3, 2023
Policies & Procedures

Claim Resolution/Payment Verification Policy

Organizations can use this policy to ensure that claims submitted to third parties for services administered are estimat...
Subscriber Content
Mon, Mar 6, 2023
Policies & Procedures

Charge Description Master Policy

This sample policy ensures that the charge description master for all departments within a company is complete and accur...
Subscriber Content
Mon, Feb 27, 2023
Memos

Accounting Policies and Procedures Memo

Assess your organization's accounting policies and procedures with this accounting memo format.
Subscriber Content
Tue, Jan 17, 2023
Policies & Procedures

Accounts Receivable Reserves Policy

This policy outlines steps for developing an accounts receivable reserve account for bad debts, returns and allowances, ...
Subscriber Content
Mon, Nov 21, 2022
Policies & Procedures

Accounts Receivable Write-Off Policy

Organizations can use this policy to handle issues arising when a customer seeks protection from the United States bankr...
Subscriber Content
Mon, Nov 21, 2022
Policies & Procedures

Accounts Receivable Policy: Debit Notes

This policy outlines a set of procedures for receiving debit notes from customers in situations where goods are returned...
Subscriber Content
Mon, Nov 14, 2022
Audit Programs

Financial Analysis Audit Work Program

In this work program sample, we provide general best-practice steps for the financial analysis audit process.
Subscriber Content
Mon, Nov 7, 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 forma...
Subscriber Content
Mon, Oct 31, 2022
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...
Subscriber Content
Mon, Oct 31, 2022
Blog

Mastering the Credit and Collections Process

Credit and Collections DefinedWhen defining credit and collections, it's best to begin with an understandin...
Wed, Oct 26, 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 ...
Subscriber Content
Mon, Oct 24, 2022