The following 112 items are listed by Content Data.
Process Flows
Sales and Marketing Development Process Flow
This sample process flow focuses on the sales and marketing development function.
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Audit Programs
Billing and Collections Review Audit Work Program (Healthcare)
This work program reviews billing, collections and account follow-up processes for a healthcare organization.
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Process Flows
Project Management Process: Monitoring, Scope Changes, Forecasting and Contract Closing Process Flow
There are many steps involved in the project management process, such as monitoring, forecasting and contract closing. I...
Subscriber Content
Audit Programs
Wire Transfer and Investment Audit Work Program
This work program provides key steps for reviewing a company's electronic funds transfer process, which allows customers...
Subscriber Content
Audit Programs
Accounts Receivable & Credit Internal Audit Work Program – Segregation of Duties
Accounts receivable and credit processing can introduce significant risks to an organization.
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Policies & Procedures
Accounts Receivable Policies and Procedures - Returns
This sample policy provides guidance on the procedures to be followed when merchandise (damaged or otherwise) is returne...
Subscriber Content
Policies & Procedures
Accounting: Asset-Backed Securitization and Factoring of Receivables Policy
This sample policy outlines a set of policies and procedures for asset-backed securitization and factoring of receivable...
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Policies & Procedures
Invoicing Policy
This sample outlines a set of policies and procedures for invoicing customers and issuing invoice corrections.
Subscriber Content
Policies & Procedures
Order Receipt and Fulfillment Policy
This sample outlines guidelines for receiving and entering customer orders to ensure the timely and accurate fulfillment...
Subscriber Content
Policies & Procedures
Retainage Policy
This policy is intended to provide a standardized means of identifying and accounting for the retainage of funds related...
Subscriber Content
Policies & Procedures
Accounts Receivable Policies and Procedures - Credit Holds
This policy outlines a set of procedures for correctly dealing with withholding or delaying an order as a result of cust...
Subscriber Content
Blog
Mastering the Credit and Collections Process
Credit and Collections Defined
When defining credit and collections, it's best to begin with an understand...