The following 198 items are listed by Content Data.
Policies & Procedures
Accounting: Asset-Backed Securitization and Factoring of Receivables Policy
This sample policy outlines a set of policies and procedures for asset-backed securitization and factoring of receivable...
Subscriber Content
Policies & Procedures
Order Receipt and Fulfillment Policy
This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment...
Subscriber Content
Policies & Procedures
Retainage Policy
This policy is intended to provide a standardized means of identifying and accounting for the retainage of funds related...
Subscriber Content
Policies & Procedures
Accounts Receivable Policies and Procedures - Credit Holds
This policy outlines a set of procedures for correctly dealing with withholding or delaying an order as a result of cust...
Subscriber Content
Policies & Procedures
Sales Customer Follow-Up Policy
The following sample outlines a set of policies and procedures for sales customer follow-up.
Subscriber Content
Policies & Procedures
Sales Order Entry Policy
The following sample outlines a set of policies and procedures for sales order entry.
Subscriber Content
Policies & Procedures
Sales Training Policy
The following sample outlines a set of policies and procedures for sales training.
Subscriber Content
Blog
Develop a Credit Card Information Policy to Mitigate Financial and Credit Risk
What Are Financial and Credit Risks?
Financial risk and credit risk are related risks that should often be...
Blog
Developing Budgets: What You Need to Know
In a previous blog on Managing Mergers and Acquisitions KPIs, we discussed what exactly key performance ind...
Blog
How Does Opportunity Risk Apply to Financial Business Processes?
Opportunity risk occurs whenever there’s a possibility that a better opportunity may become available after...
Blog
How to Manage Your Lender Relationships
Is The Treasury Function Ensuring Superior Financial Services for Your Company?
The treasury function at ...
Blog
Mastering the Credit and Collections Process
Credit and Collections Defined
When defining credit and collections, it's best to begin with an understand...