Welcome to Forums
Sign in
|
Join
|
Help
|
Forums
in
Shared Client Documents
Product Forums
(Entire Site)
Search
Higher Education
Human Services
Healthcare
K-12 Schools
Arts & Cultural
Faith-Based
Foundations
Environmental
Animal Welfare
Associations
Fundraising
Constituent Relationship Management
Financial Management
Education Administration
Website Management
Direct Marketing
Ticketing
Consulting Services
Blackbaud Interactive
Training
Data Enrichment Services
Blackbaud OnDemand
Custom Report Solutions
Staffing Solutions
Maintenance
Disclaimer
Donor Acquisition
Prospect Research
Performance Benchmarking
Data Enrichment Services
Higher Education
Human Services
Healthcare
K-12 Schools
Arts & Cultural
Faith-Based
Foundations
Environmental
Video Interviews
Alerts
Knowledgebase
FAQs
Case Central
Downloads
Forums
Blogs
Support Newsletters
User Guides
System Recommendations
Blackbaud Conferences
Blackbaud Delivers
Target User Forum
Web Seminars
User Groups
Industry Events
Regional Seminars
Who We Are
Contact Us
Careers
Blogs
Press Room
Philanthropy
Nonprofit Resources
Partners
Investor Relations
PCI Compliance
Home
Blogs
Forums
Photos
Downloads
Forums
»
Product Forums
»
The Financial Edge
»
Shared Client Documents
Shared Client Documents
A policies and procedures manual documents how your organization enters and maintains records and performs database functions. Documenting policies and procedures helps ensure data consistency and increases efficiency. Your manual also serves as a training document for new employees. Use these examples from other organizations as a starting point. Every organization's policies and procedures are unique, so we don't recommend copying another organization’s manual. The value of your manual derives from the effort you spend creating and maintaining it. For tips for creating your own policies and precedures manual, review Knowledgebase solution BB79454.
Write a New Post
Page 1 of 1 (13 items)
Topics
Thread
Replies
Sample Import File for Tracking Credit Card Charges
Last Post
by
Barb Mariner
, 10-19-2009 11:01 AM
1
Cash flow projection worksheet
Last Post
by
Donald Frink
, 09-22-2009 10:06 AM
2
Business Office/Financial Edge procedure manual
Last Post
by
Yvonne Christie
, 01-27-2009 2:03 PM
0
Voucher format for AP Coding
Last Post
by
Pam Bamberger
, 10-28-2008 3:52 PM
0
Working with vendor records
Last Post
by
Tina Arnoldi
, 09-30-2008 11:27 AM
0
Accounting Policies and Procedures Manual Document
Last Post
by
Katie Infinger
, 02-18-2008 7:49 AM
0
Student Billing Guidelines Document
Last Post
by
Katie Infinger
, 02-18-2008 7:48 AM
0
Quarterly Payroll Tax Report Procedures Document
Last Post
by
Katie Infinger
, 02-18-2008 7:47 AM
0
Chart of Accounts Document
Last Post
by
Katie Infinger
, 02-18-2008 7:45 AM
0
School Chart of Accounts Document
Last Post
by
Katie Infinger
, 02-18-2008 7:44 AM
0
Cash Reconciliation Process Document
Last Post
by
Katie Infinger
, 02-18-2008 7:43 AM
0
Sample Budget Import File and Screenshots
Last Post
by
Katie Infinger
, 02-18-2008 7:42 AM
0
Corporate Credit Card Policy Document
Last Post
by
Katie Infinger
, 02-18-2008 7:40 AM
0
More Options
Page 1 of 1 (13 items)
Sorting and Notifications
Sort:
Last Post Date
Thread Author
Total Ratings
Total Views
Total Replies
in
Descending
Ascending
order
You
cannot
add attachments
You
cannot
post new topics
You
cannot
reply to topics
You
cannot
delete your posts
You
cannot
edit your posts
You
cannot
create polls
You
cannot
vote in polls
Forum statistics are
enabled
Forum is
unmoderated
Date Filter:
Show All
Newer than 1 Day
Newer than 2 Days
Newer than 3 Days
Newer than 1 Week
Newer than 2 Weeks
Newer than 1 Month
Newer than 2 Months
Newer than 3 Months
Newer than 6 Months
Newer than 1 Year
Shortcuts
View all users
Popular Tags
Cash Flow Projections
client document
policies and procedures
vendors
Browse All Tags
Unanswered
Who has switched from Convio...
Loking for LYBUNT letter...
Processing cancellation...
Shared Documents Vs. Assignments
Solicitors and entering...
Getting a "Runtime...
Assoc. Director, Information...
Development Manager Position...
Blackbaud's APIs and PHP
Flash Banner Slideshow...
Active
Edit Setup After Batch...
Exports Take Longer Than...
Accounts Payable End-of...
Cost to raise a dollar
Events Module-Participants...
Who has switched from Convio...
Payment (realized revenue...
Loking for LYBUNT letter...
Processing cancellation...
Constituency Codes: Reports...
Most Active Users
Rose Orr
(
1
)
Linda Abalos
(
0
)
Matt *
(
0
)
Carolyn *
(
0
)
Shavonne (?)
(
0
)
Alex Duncan
(
0
)
Carol Abbott
(
0
)
Roger Helle
(
0
)
Diane ?
(
0
)
Maria ?
(
0
)