Products

Use this business budget template and 5 year financial plan for your small business to help you understand your financial position, your cashflow and how to plan for the future.   Overview of the 5 year financial plan budget template The financial projection template is a useful financial plan example...

This single page template is a editable word document overdue invoice reminder letter template, or friendly payment remineder letter. Using this overdue payment reminder template is great to send a gentle reminder to anyone who owes you or your company money and is past their due date. Overview of the...

The Staff Expense Policy and Guidelines is intended to assure fair, consistent, equitable, and judicious use of company funds. Expenditures of any type paid by the company should occur in the furtherance of the company mission. Format: WORD Benefits Staff expenses can get out of control in a business. By having...

This policy pertains to accounts receivable and outlines when credit may be granted, by whom, to whom, and for how long, and describes the actions involved in collection of delinquent accounts. FORMAT: WORD

An editable word document letter that gives your banking details to a supplier for payments or for change of bank account information. Description Great for changing your banking details or sometimes businesses require this information in writing and cannot accept it over the phone. The template can be turned into...

Experience the peace of mind that comes with knowing your business procurement practices are ethical, transparent, and compliant with our Purchasing Policy Template. This free, editable template in Microsoft Word format is designed to align your company's purchasing procedures with best industry practices. Our Purchasing Policy Template ensures that the...

A banking policy guide for cash and cheques for any business that utilises non electronic payments and receipts. Description This policy and guideline is geared more towards corporate businesses that deal in a small amount of cash, not retail or food base businesses that receive cash daily. How to Use...

This coding supplier invoices policy & procedure guide is written for MYOB software but can be customised to any accounting package steps. Description This is a great policy for new hires or anyone helping out in the accounts department to tell them how you code supplier invoices and how to...

When entering into business with a company it is good to check and see that they are a reputable business without any marks against their name.  Description This credibility check walks through checking into the basics of a company that you are intending to do business with, be it a...