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Writing the financial procedures manual

This page is free to all

Read through all our detailed guidance before completing your financial procedures manual.

You may not have all the information you need, so make a list of what you need to find out, then come back to download the member-only templates when you’re ready. Members can download the following templates:

  • Introduction sample text
  • Financial responsibilities policy
  • Budget control policy
  • Controls on income policy
  • Controls on expenditure policy
  • Investment and borrowing policy
  • Controls on financial assets policy
  • Controls on human resources costs policy
  • Expenses policy
  • Expenses claim form
  • Controls on physical assets policy
  • Delegated authorities form
Page last edited May 30, 2019

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