Accounting templates

Budgeting Forecasting

Run this process every time you want to outline the organization's long- and short-term financial goals...

Expense Claim Request

Use this blueprint to process approvals on expense claims from your employees.Blueprint - Expense Claim Request (Sample)...

Price Override

Please launch and complete this process every time you override the price of a product/service. This will help us track,...

Pricing Discount Approval

Process billing

Run this process every time you want to start a process billing process...

Refund Authorization Form

Affiliate Program

Run this process everytime you want to give a basic structure for a "Affiliate Program" Subject to employees...

Annual Planning

Run this process everytime you want to create an annual business plan for the company and its employees...

Cash Collection

Run this process every time a client cash collection process is initiated...

Cash flow management

Run this process every time you want to run a cash flow management process...

Credit Card Payments

Run this process every time a client wants to run a credit card payment...

Invoicing Client(s)

Run this process every time an invoice is generated for a client...

Long-Term Financing

Run this process any time you want to finance any big projects in the company...

Preparing statements

Run this process every time you want to prepare any type of financial statement...

Quarterly Planning

Run this process everytime you want to start the company's quarterly planning...

Running Payroll

Run this process everytime you want to run payroll...

Sales Tax

Run this process everytime you want to give a basic structure for a "Sales Tax" Subject to employees...

Standardized Pricing

Run this process everytime you want to give a basic structure for a "Standardized Pricing" Subject to employees...