Tags: downloadable , Finance , New , Policy , Template , Word
Finance Dept Policies & Procedures Manual
- Brand: IMARI Doc Shop
- Availability: In Stock
- SKU: FIN-088
$22.00
The Docushop Financial Management Policies and Procedures Template is a detailed financial guideline to keep all your general company finance department policies and procedures in one place. Often included as part of an induction pack for new finance and accounts team members. WHAT IS A FINANCIAL MANAGEMENT POLICIES AND PROCEDURES...
The Docushop Financial Management Policies and Procedures Template is a detailed financial guideline to keep all your general company finance department policies and procedures in one place. Often included as part of an induction pack for new finance and accounts team members.
WHAT IS A FINANCIAL MANAGEMENT POLICIES AND PROCEDURES TEMPLATE?
Financial policies are the rules or principles of your business's accounting and financial practices. They should reflect your business's values and culture. Your procedures are the instructions that outline what your employees must do to abide by these policies.
This template gives you a mix of placeholder or sample financial policy data that you can either keep if relevant to your business or replace with your own policy data (or a mix of both).
WHY DO I NEED A FINANCIAL MANAGEMENT POLICIES AND PROCEDURES TEMPLATE?
If your company has an internal finance team, or even a small admin team that helps with finance tasks, having the finance policies and procedures clearly set out helps everyone to understand exactly what is expected of them.
By putting in place a clear system you ensure your team are performing their tasks to your desired standards.
WHAT IS INCLUDED IN THIS FINANCIAL MANAGEMENT POLICIES AND PROCEDURES TEMPLATE?
This Docushop Finance Department Policies and Procedures Guide or SOP has the following Policies & Procedures included with placeholder or sample data:
* Categories & Chart of Accounts
* Payroll Policies & Procedures
* Cheque Writing
* Cheque Signing
* Petty Cash Policy
* Purchasing Policy
* Cash Receipts Policy (Receiving Cash & Banking)
* Accounts Receivable Policies
* Fixed Assets Policy (including plant & equipment & depreciation)
* Grant Payments
* Business Travel Expenses Policy
* Expense Allowances
* Mileage / KM Reimbursement
* Reconciling Cheque book
WHAT ARE THE BENEFITS OF HAVING A FINANCIAL MANAGEMENT POLICIES AND PROCEDURES TEMPLATE?
When you have a finance department or any staff member that is not the founding team running accounting or finance responsibilities it is always wise to set a cleat foundation, this can help:
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Staff to perform tasks quicker with less error
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Reduce reconcilitation issues
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Reduce overspending or incorrect spending as spending policies are listed
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Reduce fraud or fraudlent attempts
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Maintain proper accounting records that are compliant with state and federal requirements
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Reduce the need for assumptions that can cause confusion
By having all your finance policies and procedures in one place you make it easier for your staff to reference and stay on top of business best practice.
Clear guidelines help staff do their job within the limitations you set and to make sure they are doing the right thing. They are especially good for new hires and staff who may be assisting your team whilst someone is away on leave.
WHAT HAPPENS IF I DON'T HAVE FINANCIAL POLICIES PROCEDURE?
If you do not have a system in place for your finance departmeny or general finance policies you do open yourself up to potential fraud, general businesses losses of time due to error and due to staff having to repeat tasks or be retrained.
While you may be a small business, getting a system like this when you are small is significantly esaier than doing it as you scale, and you can put your finance team or staff member in charge of updating it as they bring in new tasks, new rules and regulations change.
This document is particularly useful when you have staff on leave and vital finance tasks need to be performed by unskilled employees or even founders who have not had to perform a task for some time, that may have changed over time.
HOW TO USE THIS FINANCIAL MANAGEMENT POLICIES AND PROCEDURES TEMPLATE
The template is an editable word document and is ready to download and edit immediately.
Once purchased, wait a few moments while it creates your download, and you can then download when the ‘DOWNLOADS READY’ box appears. You will also receive an email with the downloads so you can access them later.
Customise the template with your business name and logo. You can also change the theme template to update the colour profile to match your corporate colours.
Read through every section and customise to your business. If something is not relevant, simply delete it. And of course, you can add any additional sections as you require.
This is a detailed finance department polices & procedures manual that can be customised for any business to guide your finance and non-finance staff to general & preferred practices in your business.
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