The following 142 items are listed by Content Data.
Policies & Procedures
Non-Standard Terms Policy
This sample policy establishes a streamlined process to authorize non-standard discounts on products or services or non-...
Subscriber Content
Policies & Procedures
Intercompany Commissions Policy
This sample policy defines guidelines, requirements and processes for revenue sharing between two subsidiaries of a comp...
Subscriber Content
Policies & Procedures
Insurance Verification (Healthcare) Policy
Ensure that patient benefits are verified prior to or immediately following an admission or outpatient procedure with th...
Subscriber Content
Policies & Procedures
Customer Credit Policy
The guidelines in this policy can be used to establish customer credit limits, the credit hold and release process, and ...
Subscriber Content
Policies & Procedures
Freight Claims Policy
This policy focuses on processing freight claims for shipments where the carrier lost and/or damaged goods during shipme...
Subscriber Content
Policies & Procedures
Financial Systems Policy
This policy addresses the development, implementation, enhancement and maintenance of financial systems.
Subscriber Content
Policies & Procedures
Cash Policy
Streamline cash handling and cash policy management with clear procedures to protect assets, manage accounts and ensure ...
Subscriber Content
Policies & Procedures
Non-Routine Transactions Policy
This tool includes two policy samples that establish uniform procedures for identifying and recording a company’s non-ro...
Subscriber Content
Guides
Strategic Forecasting Guide
This guide discusses market drivers of forecasting, annual budgeting vs. rolling forecasts, integrated business planning...
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 (...
Policies & Procedures
Customer Master File Maintenance Policy
The purpose of this policy is to establish the guidelines for setting up new customers and modifying existing customer i...
Subscriber Content
Policies & Procedures
Credit Risk Policy
This sample outlines a set of policies and procedures formalizing the credit risk management process.
Subscriber Content