Finance Template Types
| Template Type | Description and Available Templates |
|---|---|
| Audit |
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. This type is pre-equipped
with some sample templates which can manage workflows like construction
stock audits, vehicle inspections, etc. You can customize any of these
templates to meet your standards. The available templates in this type are:
|
| Process Creation |
The process creation templates allow you to manage any type of business
workflow. Here are some sample templates which can manage workflows in the
mobile repair process and product delivery. All these templates are generic,
and you can customize them as per your business needs. The available
templates in this type are:
|
| Process Audit |
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 process 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:
|
| Insurance |
The insurance process templates simplify the insurance processes by
eliminating the manual workflow. Insurance data will be safely and securely
collected and neatly stored. You can manage every activity in this workflow,
like collecting the customer details, customer feedback, insurance quotes,
approvals, etc. With these process templates, you can get rid of paper forms
and automate your insurance application process. This type is pre-equipped
with some sample templates which can manage workflows like motor insurance
and roadside assistance. The available templates in this type are:
|