Free business documentation templates

Celebration Survey

Use this template to get to know your new starters, so that you can celebrate milestones they achieve as part of your organisation.

The Waybook Style Guide

Use this template to introduce your team to your Waybook Style Guide, our editing features and the various content types they can use within your steps.

Welcome to Waybook, Reader

Welcome your read-only team members to Waybook with a guide on how to navigate your business playbook, so they can find the information they need for a successful start.

Tool Directory

This template has been built to help you educate your team members on their department's tech stack, with information on how and when to use specific tools.

Meet The Team

Use this template to provide an overview for your new starters of your teams and departments, helping them to identify key points of contact and leaders.

Budgeting Procedures

How does your business prepare the annual budget and keep track of variances from it? Adapt this template to your specific procedure.

Financial Reporting

This template will help you provide an overview of your process for generating financial statements and the month-end closing tasks that support it.

Purchasing & Inventory

What controls do you have in place for purchasing and receiving inventory? Use this template to capture them.

Payroll Procedures

Use this template to document your payroll policies and procedures, to help your finance team pay your employees on time.

Expenses Policies

A document for detailing your company's expeneses processes and policies.

Assets and Liabilities

This template will help you capture your policies for fixed assets, handling gains/losses from the sale of assets, and related procedures.

Accounts Payable Procedures

Keeping a transparent and mutually beneficial relationship with your suppliers is essential. Use this template to capture your policies and procedures for paying suppliers.

Collections & Bad Debt

Use this document to provide an overview of your collections procedures.

Accounts Receivable Procedures

Use this template to document your policies and SOPs for handling accounts receivable, applying cash to AR, and related tasks.

Finance Overview

Use this template to introduce your finance team to your company's chart of accounts, key financial policies and required reports.