About the financial policies and procedures manual template

This financial policies and procedures manual template is for the small business operator and their employees.

The main benefits to having a policies and procedures manual are that it:

  • 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 long-term benefits, reduces disputes and adds to the professionalism of your business.

This template includes a range of example topics. You can customise the template by adding, removing or changing topics to suit your needs.