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Policies and Procedures Module

Company Policies and Procedures Manuals in PDF, Word, Excel

Copedia provides a framework of downloadable policies and procedures templates which are organized into manuals covering accounting, management, internal controls, HR, sales, project management, and safety

Includes Policies and Procedures Templates, Flowcharts, Risk Management, Planning, Forms, and Manuals

Included in the policies and procedures manuals are flowcharts, spreadsheet tools, job descriptions, forms and links to additional content.

Our Customers

Our customers are primarily small and medium size businesses and a few very large organizations. They include both private businesses, public entities, and businesses trying to go public. They are for profit and nonprofit. Our customers also include universities, colleges, governments, quasi-governmental entities, foundations, CPAs, attorneys and management consultants. Entities use our products to document internal business processes with the necessary policies, procedures and internal controls.

Our work

We develop governance templates and content for business. Examples include:

Administrative Procedures

Covers all the basics for administrative and office personnel including recordkeeping, filing, and forms.

Ethics Policy

Now required for all publicly traded companies and a smart policy for private businesses and non-profits.

Ethics Policy

Internal Control

Example Interna Control Policy

Internal Control Policy

Internal Control Assessment

policy and procedure evaluation tool

Internal Control Corrective Action Templates

Corrective Action Tools for Compliance

Sample Policies and Procedures Templates Includes

  • Accounting for Revenue
  • Accounting for Expenses
  • Accounting for Assets
  • Accounting for Liabilities
  • Accounts Payable
  • Purchasing
  • Journal Vouchers
  • Accounts Receivable
  • Journal Entries
  • Financial Reporting
  • Financial Analysis
  • Cash Management
  • Division of Duties
  • Delegated Authority
  • Risk Management
  • Risk Memos
  • Employee Expense Reimbursement
  • Travel
  • Purchasing Materials and Renting Equipment
  • Paperwork
  • Contract Changes and Claims
  • Safety
  • Mechanics Liens
  • Telephone Answering Procedures
  • Office Tasks and Reporting

Reviews of Our Work

Read a scholarly review of Copedia published in The Journal of Management and Sustainability.

Copedia policy and procedure templates are used by tens of thousands of entites to help document their internal business proceducres, financial controls, and best practices.

Next Steps

Check out our web site and call or email us with any questions. After that you can visit our customer center to license and download our work. The final step is to become a happy customer by implementing the Copedia Framework of Policy and Procedure Templates.