Finance and legal process templates
Finance and legal process map templates — accounts payable and receivable, expense approval, contract review and approval, and conflict of interest review, each with a live flowchart.
Finance and legal process templates in this category
- Expense approval process flowchart — A swimlane expense approval process template: receipt and policy check, line manager approval, value thresholds, duplicate check, VAT coding and payment.
- Conflict of interest review process decision tree — Conflict of interest review process decision tree: actual or perceived, interest type, live decision, recusal or reassignment, escalation and review dates.
- Accounts payable process flowchart (full AP cycle) — Accounts payable process flowchart for the whole AP cycle: invoice intake, supplier master data, duplicate and PO checks, payment runs and month-end accruals.
- Accounts receivable process flowchart (invoice to cash) — A five-lane accounts receivable process flowchart: credit check, invoice issue, payment terms, dunning, disputes, payment plans, cash application, write-off.
- Contract approval process flowchart (approve, sign, execute) — A contract approval process flowchart for the stage after review: delegation of authority check, approver tiers, e-signature, execution and register filing.
- Contract review process flowchart: intake to agreed terms — Contract review process flowchart: intake, value and risk triage, a playbook fast track, redlining, finance and risk review, negotiation rounds and handover.