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Free Finance Policy Template

Using Way We Do

Our procedure writers have been busy writing new Finance Policy Templates and to recognize their efforts, we are giving Way We Do subscribers a free template.

But, be quick, the free Finance Policy Template install expires by 30th November. $10 credit has been added to your company account to install a Finance Policy Template of choice.

How To Access Your Free Template

As an administrator, simply log into your account on Way We Do, go to the Market Place, browse “Finance” on the left hand push navigation and choose a template. Click the policy name to view further details or click the price button to install.

Editors, please note only Administrators can purchase and install templates from Way We Do’s Market Place.

  • New Templates Available Include
  • Finance Policies Introduction
  • Finance Authorization Policy
  • Bank Account Access Policy
  • Issuing Petty Cash Policy
  • Business Credit Card Use Policy
  • Authorizing New Customers Policy
  • Authorizing New Suppliers Policy
  • Stock Management Policy
  • Purchasing Assets and Equipment Policy
  • Debt Collection Policy

Need Help?

If you have any questions about these new templates or would like to suggest an idea, please email the Way We Do support team.

Have questions?