Budgeting

The following 43 items are listed by Content Data.
Policies & Procedures

Employee Expense Policy

This tool includes two sample policies that document recommended processes for the corporate AP department to follow whe...
Mon, Sep 12, 2022
Policies & Procedures

Cash Policy

This tool contains four sample policies that highlight standards and procedures for identifying and using cash and cash ...
Subscriber Content
Mon, Mar 21, 2022
Memos

Treasury Operations Scoping Memo

The purpose of this sample memo is to outline the scope, objectives, planned work and general timing of a treasury opera...
Subscriber Content
Mon, Dec 13, 2021
Benchmarking Tools

Budgeting Leading Practices

This tool provides a systematic process and the best-practice elements for managing an organization’s budgeting function...
Subscriber Content
Mon, Oct 4, 2021
Policies & Procedures

Chart of Accounts Policy

The three sample policies included in this tool establish standards for governing the handling of all of an organization...
Subscriber Content
Mon, Jul 19, 2021
Benchmarking Tools

Opportunity Cost Risk Key Performance Indicators (KPIs)

This benchmarking tool outlines the business risks of opportunity cost and shares the root causes and performance measur...
Subscriber Content
Mon, May 31, 2021
Checklists & Questionnaires

Project Management Office (PMO) Strength Questionnaire

This tool provides cost-effective project management questions to consider for examining and enhancing an organization’s...
Subscriber Content
Mon, Nov 16, 2020
Audit Reports

Audit Committee Report — Internal Audit Plan

This tool contains three sample audit reports that can be used by auditors to evaluate and improve the internal audit pl...
Subscriber Content
Mon, Nov 9, 2020
Checklists & Questionnaires

Internal Audit Skills Questionnaire

This sample questionnaire measures an organization’s CPE program and co-sourcing arrangements with respect to the skills...
Subscriber Content
Mon, Sep 21, 2020
Audit Reports

Media Spend Review Audit Report

This audit report template can be used by auditors conducting a review of an organization’s media spend.
Subscriber Content
Mon, Sep 7, 2020
Audit Reports

Back-Office Process Optimization Report

This document contains two sample audit reports that can be used by auditors to learn how other organizations performed ...
Subscriber Content
Mon, Jul 20, 2020
Checklists & Questionnaires

Internal Audit Risk Assessment Questionnaire

This tool contains three sample internal audit risk assessment templates that provide questions organizations can use fo...
Subscriber Content
Mon, Jul 20, 2020