Financial Paper Records Management Process Template (Premium)

 

Benefits:

• Pre-filled templates
• Designed specifically for small businesses
• Implement a simple process for managing a variety of paper records including:
  • receipts
  • cash register/transaction reports
  • blank checks
  • software/manuals
  • reconciled bank statements
  • invoices/bills
  • signed tax returns
• Cross-industry application
• Create security measures to protect physical data
• Add to Business Continuity and Disaster Recovery plans
• Creative Commons license for training/teaching purposes

Included:

• 1 zip file for immediate download after purchase
• Process map (flowchart) template in two formats – MS PowerPoint and MS Visio
• Procedure (step-by-step activities) template in MS Word
• Instructions for customization and storage

Features:

• Single page templates
• Multiple formats (accommodate different learning/teaching styles)
• Customizable (add your own logo or text)
• Compatible with 2010 MS Word, PowerPoint and Visio
• Print-ready
• Store digitally on network or cloud
• Easy access (not password protected)

Requirements:

• MS Word and MS PowerPoint or MS Visio 2010 or newer
• Basic knowledge of MS Word and MS PowerPoint or MS Visio

What to Do After Purchase:

1. Download zip file to your computer
2. Change each file’s name via “Save As” (optional)
3. Open templates and read
4. Customize (optional) – request 30 minutes free support
5. Print or save
6. Get organized and audit-ready!