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Finance - Credit Approval Matrix
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Price: $10.99
At A Glance
This Excel spreadsheet is a template for establishing an automatic credit approval matrix.
Background
Developing a formal credit approval matrix will make credit application decisions consistent and professional by explicitly documenting your company's current credit approval requirements by customer type and size of credit line.
Benefits
Using this tool, you will formalize and improve your credit approval process by setting up predetermined, automatic levels that your front line employees can execute without approval from management. This tool enables you to manage the exceptions.
Time ROI
It takes on average 8 hours to develop an Automatic Credit Approval Matrix to be used to determine a customer's credit line. By using MyWorkTools.com, you will save approximately 6 hours since all you have to do is review the matrix and make it consistent with your company's credit requirements.

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Finance - Credit Policy
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This Word document is a template for a commercial credit policy.

 

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