Practical Tools

A Checklist For A Thorough Finance Policy Manual

Whether you're using it to train a new employee, fill in when there's a temporary vacancy or educate others on fraud prevention, your Finance policies and procedures manual should be as clear as possible.

In this Practical Tool, you'll discover:

  • How to use screenshots and numbering to guide employees through a process
  • Why it's not a good idea to include individuals' names when assigning tasks
  • Tips for handling exceptions and infrequent situations

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Cherryland Electric Cooperative