Financial Policy and Procedure Manual Template
Note: Delete this and the next page once you complete the template.
Who should use this template?
All small business operators who employ one or more staff.
Why use a policy and procedure manual?
This financial policy and procedure manual is for the small business operator and their employees. The main benefits to having this policy and procedure manual:
- ensures all staff are aware of obligations in relation to finance transactions within the business
- is a proven way to help your managers and supervisors make consistent and reliable decisions
- helps give each employee a clear understanding as to what you expect and allow.
It takes some effort to complete, but brings definite long-term benefits, reduces disputes, and adds to the professionalism of your business.
How to complete this template Designed to be customised
This template for a finance policy and procedures manual is made up of example topics. You can customise these if you wish, for example, by adding or removing topics.
Include what you must and can comply with
Your commitments in this manual may also form part of any compliance requirements such as Australian Taxation Office compliance requirements.
To complete the template:
1. Guidance text appears throughout the document, marked by the word Guidance. Where you see a guidance note, read and then delete it. Guidance has been added to help you complete the template and should not appear in your final version.
2. Using Word's Replace function, search for {Business Name} and replace with your company name.
a) In Word's Home ribbon, open the Find and Replace tool, choose Replace to open the Find and Replace tool. The Find and Replace dialog opens with the Replace tab selected.
b) Enter {Business Name} in the Find what field.
c) Enter your company name in the Replace with field.
d) Click Replace All
3. Replace {items in curly brackets}with your own wording.
4. Where you see a reference to other policies, insert a link to another example policy that applies in your business
5. Once you have finished work on the template, delete the first three pages of the document.
6. Lastly refresh the page numbers in the table of contents.
a) Right mouse click on the table of contents
b) In the small menu that appears, choose 'Update Field' then 'Update page numbers only'.
Attachment:- Template for Financial Policy.zip