The following 108 items are listed by Content Data.
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...
Subscriber Content
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
Insurance Verification (Healthcare) Policy
This sample policy outlines a set of policies and procedures to ensure patient benefits are verified prior to or immedia...
Subscriber Content
Policies & Procedures
Freight Claims Policy
This policy focuses on processing freight claims for shipments where the carrier lost and/or damaged goods during shipme...
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
Policies & Procedures
Financial Systems Policy
This policy addresses the development, implementation, enhancement and maintenance of financial systems such as the gene...
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...
Blog
Must-Have Tools for Accounts Receivable Risk Management
Getting to the Core of Accounts Receivable
Accounts receivable (AR) refers to the proceeds or payments tha...
Blog
What is Process Accounts Receivable, Credit and Collections?
In recent blog posts, we’ve discussed KPIs for various processes and even gave a concise description of wha...