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Accounting and Management | Internal Control | HR | Safety | Projects | Sales |

Template Library

The Copedia Library is a template library that includes accounting, management, internal control, human resource, safety, project management and sales in one download.

The complete Content Library contains over 100 accounting and management templates of policies, procedures, spreadsheets, 700 internal controls with a risk management framework, 100 HR policies plus a payroll procedures manual, a complete safety program, thousands of forms, important laws, and 1500 links to additional content, about 25MB in all. You can license the templates in modules or license the entire Content Library.

Our system of policies and procedures is designed to help businesses document their processes and implement professional management techniques. The following partial list is a sample of what you will find in our template library.

Policies, procedures, internal controls, templates, flowcharts, spreadsheet tools and forms.

Template Library Overview

The Copedia Library provides the documents and spreadsheets necessary for developing an Accounting Manual, Management Handbook, Employee Manual, Safety Program, PM Manual, Sales Manual or Office Manual easy to accomplish with a complete and thorough template set. You will be able to develop an integrated system of policies and procedures with this template library.

 

Accounting Manual and Management Policies

Templates of Policies, Procedures, and Internal Controls.

  • Accounting System Overview
  • General Ledger and Financial Reporting
  • Purchasing
  • Accounting for Expenses
  • Accounts Payable
  • Cash Disbursements
  • Cash, Cash Drawers and Petty Cash
  • Accounting for Revenue
  • Sales Returns
  • Credit, Accounts Receivable and Collections
  • Payroll and HR
  • Assets
  • Inventory
  • Liabililities
  • Equity, Warrants and Options
  • Accounting Flowcharts
  • and more...

 

 

 

 

Management Policies

Management policies and procedures with evaluation tools. A template set including business policies, procedures, spreadsheet tools, and internal controls covering:

  • Business and Strategic Planning
  • Forecasting and Capital Budgeting.
  • Ethics
  • Code of Conduct
  • Email
  • Fraud
  • Division of Duties
  • Job Cost
  • Projects
  • Office Tasks
  • Risk Management
  • Planning
  • Sales
  • Managment Best Practices
  • Benchmarking
  • and more...

Internal Control

Copedia Template Library

Internal control procedures include our control checklists and spreadsheets. The controls cover accounting, management, HR, safety, grants, projects and sales. A partial list includes:

  • Finanicial Reporting
  • Assets and Cash
  • Liabilities
  • Purchasing
  • AP and Disbursements
  • Revenue and AR
  • Receipts and Cash Drawers
  • Payroll and HR
  • Project and Grants
  • Sales and Marketing
  • Management Controls

Human Resources

Develop your Payroll, Employee, and Human Resource Policies and Procedures Manuals with Copedia templates. Also includes HR forms, hiring and employee termination procedures.

  • Recruiting and Interviewing
  • Onboarding
  • Managing
  • Offboarding
  • General Employment Polcies and Procedures
  • Absenses and Leaves
  • Wages and Salary
  • Benefits
  • Codes of Conduct and Corrective Action
  • Recruiting, Hiring and Terminations
  • Travel and Reimbursement
  • Internet, Email, Cell and Social
  • Supervisor Handbook and Reporting
  • Forms
  • Posters and more...

Safety Program

This is a complete Safety Program and not just a safety manual. Medical, construction, warehousing, industrial and office versions. This will help you comply with OSHA. This product is complete with company policies, procedures handbooks, manuals, forms, and Training Aids. A partial list of includes is:

  • Safety Polices, Procedures and Forms
  • Responsibilities
  • Guidlines for Safety
  • Worksite Hazards and Hazard Identification
  • Hazard Prevention
  • Blood Borne Pathogens
  • Surfaces - Walking and Working
  • Hearing
  • Accident and Physical Damage Reporting
  • Designated Medical Provider
  • Records and Training
  • Posters and more...

Project Management

Ideal for producing a PM manual for your project managers.

Includes spreadsheet tools.

summary of contracts

Sales Management

Sales Manual Pro - Sales and pipeline management for individuals and sales teams.

Templates Download in Word and Excel

All Templates download in MS Word and Excel for easy customization.

SOX404LITE

SOX404LITE is our SEC compliance tool. SOx404LITE licenses separately.

Looking for Apps?

Based on our templates, Copedia apps deliver your content, including video, to your employees and customers via their smart devices. Our apps are easy to customize; you can add your content by copy and paste.

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