Credit & Collections

The following 139 items are listed by Content Data.

Audit Programs

Bank Loan Cycle: Control Objectives and Audit Work Program

Discover the best practices for assessing the internal control structure of your bank loan cycle with this comprehensive...
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Mon, Nov 4, 2024
Policies & Procedures

Management Reporting (Revenue) Policy

Leverage our sample management reporting policy to outline the procedures and responsibilities associated with various m...
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Mon, Oct 14, 2024
Audit Reports

Financial Due Diligence Report

This sample report presents findings from a financial due diligence analysis of a company being acquired.
Subscriber Content
Mon, Oct 14, 2024
Policies & Procedures

Sales Training Policy

The following sample outlines a set of policies and procedures for sales training.
Subscriber Content
Mon, Sep 30, 2024
Policies & Procedures

Sales Order Entry Policy

Establish effective procedures for overseeing sales order entries and document responsibilities for sales representative...
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Mon, Sep 23, 2024
Policies & Procedures

Sales Customer Follow-Up Policy

Optimize post-sale customer satisfaction with this sales policy template, designed to ensure seamless equipment setup an...
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Mon, Sep 16, 2024
Policies & Procedures

Retainage Policy

Leverage this policy sample to establish a standardized means of identifying and accounting for the retainage of funds r...
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Mon, Sep 2, 2024
Audit Programs

Accounts Receivable and Credit Internal Audit Work Program: Segregation of Duties

Safeguard your organization from risks in accounts receivable and credit processing with the segregation of duties best ...
Subscriber Content
Mon, Aug 12, 2024
Policies & Procedures

Purchasing Bypass Process Policy

Understand the purchasing bypass process policy and its impact on procurement department regulations.
Subscriber Content
Mon, Jul 22, 2024
Audit Programs

Wire Transfer and Investment Audit Work Program

Use the key steps in this work program to review your company’s electronic funds transfer process, which allows customer...
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Mon, Jul 22, 2024
Audit Reports

Accounting and Finance Organizational Assessment

Perform a thorough evaluation of your accounting and finance functions with the resources in this sample audit report.
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Mon, Jul 8, 2024
Audit Programs

Sales Compensation Audit Work Program

Review your company's sales compensation and commission payment process with the audit steps in this sample work program...
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Mon, Jul 8, 2024