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Policies

Credit control, petty cash and procurement.

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DocumentWhat it coversAccess
Credit control policyWho gets credit, on what terms, and how debts are chasedClientsPreview
Petty cash policyFloat, limits, approval and reconciliationClientsPreview
Procurement policyQuotations, approvals and segregation of dutiesPlanned—
Asset management policyRegister, tagging, disposalPlanned—
A model policy is a starting point, not a finished oneAdapt it to your organisation, consult where the law requires, and have it reviewed by your own advocate. A policy adopted unchanged from a template is the one that fails at the Commission for Mediation and Arbitration.