Credit & Collections

The following 142 items are listed by Content Data.

Audit Programs

Budgeting Process Audit Work Program

In this work program sample, we provide best-practice steps to take when conducting a budgeting process audit.
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Mon, May 8, 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.
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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...
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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 ...
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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...
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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.
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Mon, Apr 17, 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...
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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...
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Mon, Feb 27, 2023
Memos

Accounting Policies and Procedures Memo

Assess your organization's accounting policies and procedures with this accounting memo format.
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Tue, Jan 17, 2023
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...
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Mon, Nov 21, 2022
Policies & Procedures

Accounts Receivable Policy: Debit Notes

Streamline your financial processes with our robust accounts receivable policy template for effective debit note managem...
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Mon, Nov 14, 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...
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Mon, Oct 31, 2022