Reduce the time it takes to create procedures with Way We Do's financial policies and procedures templates for you to modify to meet your business needs.

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Every business, no matter how small or large it is, requires accounting and finance policies and procedures to create a strong management foundation.  Create your finance standard operating procedures in no time with Way We Do’s financial policies and procedures templates.

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Understanding Your Cash Flow Position

The Understanding Your Cash Flow Position procedure provides a Cash Flow Position Report Template, and step by step instructions for using it so you can easily track your business finances.

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Debt Collection Policy

This Debt Collection Policy walks employees through the collection process: Starting with a friendly email and ending with a debt collection agency. The procedures are easy to follow and contain all applicable email templates and phone scripts.

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Purchasing Assets and Equipment Policy

Large purchases must be carefully monitored within the company. The Purchasing Assets and Equipment Policy outlines the rules and requirements that govern the purchase of assets, goods, services, and equipment on behalf of the company

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Stock Management Policy

The safety and satisfaction of your customers likely depends on properly maintaining stock levels and quality. The Stock Management Policy provides guidelines for purchasing, receiving and maintaining stock.

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Authorizing New Suppliers Policy

The Authorizing New Suppliers Policy provides easy to follow procedures and approval criteria to help you choose the best companies to do business with. Also includes a New Supplier Information Consideration Form as a printable attachment.

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Authorizing New Customers Policy

The Authorizing New Customers Policy provides easy to follow procedures and customer approval criteria to help you choose the best companies to do business with. Also includes a New Customer Information Consideration Form as a printable attachment.

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Business Credit Card Use Policy

It is important that each employee reads and follows strict guidelines surrounding the use of company credit cards. The Business Credit Card Use Policy provides guidelines for issuing, using, and recording the use of company credit lines.

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Issuing Petty Cash Policy

Petty cash is a convenience offered by most businesses. The Issuing Petty Cash Policy provides guidelines for issuing, recording and reconciling petty cash so that this valuable company asset is protected.

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03. Bank Account Access Policy

The Bank Account Access Policy provides information relating to all aspects of managing bank accounts, including: Opening Bank Accounts, Bank Account Authorizations, Bank Account Transactions, Variations to Bank Accounts, and Closing Bank Accounts.

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