Finance Template Types

An audit is a process of assessing and ascertaining financial, operational, and strategic goals and processes in organizations. The audit templates can help you manage requests and record your findings. You can customize any of these templates to meet your standards. The available templates in this type are:

• Hotel Audit Form
• Distributor Survey
• Site Audit Form
• Safety Audit Checklist

A grievance form is filled out by an employee in order to make a formal complaint regarding the employer. Throughout the form, an employee is requested to provide their personal information and the details of the event that led to the grievance such as the date of the event, location, witnesses, violations, and all related files with their signature which indicated that the information provided is accurate. Helps you to settle sensitive situations in the workplace with this grievance form template. Furthermore, you can control the notifications so that key personnel are notified of each new report. You can make use of the below form templates to execute the process.

• Employee Grievance Form

A Non-Disclosure Agreement, commonly referred to as an NDA, is a contract that protects sensitive and confidential information that one party provides to another. The non-disclosure templates allow you to manage your non-disclosure agreements online. You can capture information to complete a Non-Disclosure Agreement includes contact information, confidential information, signature, related documents, etc. The available templates in this type are:

• Non-disclosure form
• Auto Create Instance

The process creation templates allow you to create a new business process like a project or a new user in an organization. You can capture details like client name, project name, due date, budget, and other user details. Here are some sample templates you can use to create a new process.

• Process Creation 1
• Process Creation (New User Account)

A process audit is considered to be a highly focused inspection of the internal system, processes, and organizations. It is more than just product tracing, sampling as well as measurements. The purpose of process audits is to restrict the assessment focus to certain specific procedures, specifications, or routines that are used in a designated business area. These templates help in maximizing the results of any audit and also assists in staying organized. Using these templates, the auditor will be able to perform in-depth analysis in a minimum amount of time. The available templates in this type are:

• Process Audit Form
• Manufacturing Process Audit Template

An expense report is commonly used for recording business travel expenses such as transportation, food, lodging, and conference fees. But an expense report can also be used to document any business expense for which an employee needs to be reimbursed. Using these templates, you can manage easily track, share, and manage expenses which are reimbursed by the company. They can help you to submit reimbursement requests, track request status and approval status. Here are some templates you can use to manage expenses.

• Expense Re-Imbursement
• Advance Form
• Expense Type Form

Simplify receiving insurance quotes and information with an insurance form template. With an insurance form template, streamline processes and cut out the paperwork by receiving the information you need. Insurance data will be safely and securely collected and neatly stored. You can capture the customer details such as personal information, family details, address, signatures, images, etc. With this life insurance form template, you can get rid of paper forms and automate your insurance application process. Respondents can easily choose from the various life insurance plans you offer without hassle. The available tempates in this type are:

• Insurance Form Template

Written agreements are important in detailing a specific transaction made between two or more parties. These agreement templates allow you to manage any type of business agreement. These ready-made agreement templates are formatted to provide contact information, terms and conditions, and instructions to resolve conflicts. You can collect electronic signatures and customize your agreement template by rearranging the layout and rewriting the text to better specify each party’s obligations and protect the rights of all involved. Here are some sample templates you can use to manage your agreements.

• Maintenance Agreement (Manufacturing)
• Material Transfer Agreement