Read through all our detailed guidance before completing your financial procedures manual.
- Introduction
- Financial responsibilities
- Exercising budgetary control and monitoring
- Controls on income
- Controls on expenditure
- Investment and borrowing
- Controls on financial assets and record keeping
- Controls on human resources costs
- Controls on physical assets
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
