Finance

Finance Process Templates


ThinkTilt has created forms and process templates for dozens of common HR processes. You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira


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An easy to use form builder that empowers teams to create, deploy and manage online forms in Jira. Using ProForma teams can:

  • Streamline their work by building repeated processes into an easy to use system
  • Say goodbye to long email chains, outdated forms and distracting phone calls in favor of an efficient way to collect the information they need
  • Collect exactly the data they need, formatted the way they need it, without requiring custom fields or configurations from IT
  • Easily manage, track and respond to requests

Jira is an industry-leading issue tracking system that lets teams

  • Design and use workflows that conform to their processes
  • Track any issue through a process, from opening to resolution
  • Easily connect to a knowledge base (policies, how to articles, etc.) so customers can help themselves
  • Analyze and report on important metrics such as number of issues, request types, time to resolution, etc.
  • Manage service requests with queues, SLAs, and built-in approvals using Jira Service Desk




Process: Asset record

Track and manage the organization's assets for inventory tracking, service dates, etc.

Process: Bank details for electronic payments

Record bank details of a supplier for the set up of electronic payments.

Process: Cash advance

Manage and respond to employee requests for a cash advance.

Process: Check transfer from individual to organization

Allow a check that was made out to an individual to be signed over to the organization. This transfers the check rights so that monies can be allocated to the organization's account as indicated.

Process: Finance Declaration of business interests

Document formal declarations of a stakeholder's business interests.

Process: Finance Declaration of no conflict of interest

Document that stakeholders have no real or perceived conflicts of interest, based on the understanding of the principles of conflicts of interest disclosure.

Process: Finance Insurance indemnity change

Manage and respond to requests to change insurance indemnity provisions of a supplier due to a change to the supply arrangement.

Process: Finance Supplier terms variation

Manage and respond to requests to vary the terms of a supplier agreement.

Process: Financial incident

Record and respond to incident reports to make corrective actions and improve compliance.

Process: Gift register

Record gifts and donations made to the organization.

Process: Internal purchase requisition

Manage internal purchases (from one Business Team to another).

Process: Invoice

Manage and respond to requests to send an invoice to customer who received goods and/or services from the organization.

Process: Leadership team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Leadership Teams.

Process: Motor vehicle allowance claim

Manage and respond to vehicle allowance claims (mileage reimbursement). Enables employees to request an allowance with appropriate documentation and approvals in place.

Process: New printer request

Manage and respond to requests for the purchase of new printers.

Process: Office supply account

Manage additions or amendments to the list of employees who are authorized to order supplies on the organization's office supply account.

Process: Overseas payment request

Manage and respond to requests for special payment transactions such as payments by wire transfer for an overseas supplier.

Process: Payment for a contractor

Manage and respond to requests for payment to contractors who have provided a service to the organization.

Process: Petty cash float

Manage and respond to requests for the creation of a new petty cash float, ensuring that petty cash is correctly monitored is and accounted for.

Process: Petty cash reimbursement

Manage and respond to employee requests for reimbursement of eligible expenses (documented by receipt).

Process: Private vehicle use

Manage and respond to employee requests to use their private vehicles for work-related travel. Request must be approved prior to traveling. Appropriate declarations such as vehicle registration, etc. are required.

Process: Product refund

Manage and respond to requests for refunds for products purchased from the organization.

Process: Purchase order

Manage and respond to requests for purchase orders.

Process: Reimbursement

Manage and respond to employee reimbursement requests.

Process: Reimbursement of interview expenses (candidate)

Manage and respond to requests for reimbursement of candidate interview expenses (documented by receipt).

Process: Reimbursement of interview expenses (selection committee)

Manage and respond to requests by selection committee members for reimbursement of travel expenses (documented by receipt).

Process: Routine purchase

Manage and respond to requests for routine purchases (not requiring a purchase order).

Process: Service refund

Manage and respond to requests for refunds for services provided.

Process: Service team health monitor (Atlassian template)

Conduct a health monitor workshop based on the Atlassian health monitor for Service Teams.

Process: Supplier reference check

Conduct a reference check as part of the tender process to ensure a potential supplier's performance record.

Process: Supplier set up

Record supplier information in order set up payment arrangements.

Process: Team event budget

Manage and respond to budget request for team events that promote the organization.

Process: Travel allowance

Manage and respond to travel allowance claims. Enables employees to request an allowance with appropriate documentation and approvals in place.

Process: User account

Manage and respond to requests to add, change access levels or disable accounts for use of the organization's finance system(s).

ProForma is an online forms system that allows teams to streamline their business procedures.
You are free to use these forms under a Creative Commons license. However, you will enjoy more benefits if you install ProForma for Jira.