Accounting & Finance

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...

Our Corporate Credit Card Policy Template is designed to help businesses establish clear guidelines for the use of company funds on credit cards. With this easy-to-use template, your employees will have a better understanding of how, when, and why they should use their corporate credit card. This one-page document can...

Petty Cash Policy and Procedure Template The Petty Cash Policy and Procedure Template is a vital tool designed for businesses to control and manage small, incidental expenses effectively. This document outlines the process of incurring and accounting for petty cash expenses, from approval to reimbursement. It also defines the specific...

The Docushop credit application form is an editable word document template you can use within your own busniess to capture customer details before offering credit. The document comes with sample data that you can use and keep or add your own customisations to. Complete with terms and conditions of sale...

Ensure all outstanding invoices are collected in a timely and professional manner to ensure optimal cash flow for the business. Ensure commercial risk to the business is minimized by analyzing a potential customer’s viability to meet its obligations. Format: WORD

This is a simple credit application form that covers off the basic information about your customer and their trade references. Description Extending credit to your customers can be a big decision for your business. Protecting your interests is paramount, and ensuring you have a guideline and agreement in place that...

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...

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...

A detailed credit application document for your clients to complete with terms of credit and conditions of sale to ensure your rights are protected. Description Extending credit to your customers can be a big decision for your business. Protecting your interests is paramount, and ensuring you have a guideline and...