Finance SOPs
Standard Operating Procedures for invoicing, expense processing, and financial closing.
Available SOPs
| SOP ID | Title | Version | Last Updated |
|---|---|---|---|
| SOP-210 | Invoice Processing | Draft | TBD |
| SOP-211 | Expense Reimbursement | Draft | TBD |
| SOP-212 | Monthly Closing | Draft | TBD |
Process Overview
Finance maintains accurate financial records and timely payment processing.
Finance Workflow
Client Invoice → SOP-210: Invoice Processing → Payment Collection
Employee Expense → SOP-211: Expense Reimbursement → Reimbursement
Month End → SOP-212: Monthly Closing → Financial Reporting
Key Roles
- CFO: Owns financial strategy, approves budgets
- Finance Manager: Executes financial operations, reporting
- Bookkeeper: Processes invoices, expenses, reconciliations
Quality Metrics
- Invoice Accuracy: 100% (no errors requiring reissuance)
- Payment Collection (30 days): ≥90%
- Expense Processing Time: ≤10 business days
- Monthly Close Timeline: By 5th business day of following month
Category Owner: CFO Last Updated: 2026-02-02