Chart of Accounts Policy

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Screenshot of the first page of Chart of Accounts Policy

The three sample policies included in this tool establish standards for governing the handling of all of an organization’s financial transactions.

Procedures include: all requests for modifications to the chart of accounts (adding, editing or deleting an account) must be approved by the corporate controller using the chart of account change form; access to modify the chart of accounts should be restricted to the accounting manager; and the accounting department should review the trial balance at least quarterly to ensure that the chart of accounts is mapped to the appropriate financial statement line item.

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