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Finance & Accounting · Ingested finance & accounting templates auto-classified from the internal Ubuntu BizBox catalogue.

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DOCX · WordXLSX · ExcelHybrid · Word + ExcelPPTX · PowerPointPDF · PDF

Operational classification

Department: Owning team — who runs this template day-to-day.
Stage: Business lifecycle — Start, Run or Scale.
Frequency: How often it's used — One-off, Recurring or On-demand.
Audience: Who reads it — Internal, External or Regulator.

Workflow bundles

Templates are auto-linked into end-to-end business workflows so you can see where each one fits in a real operational sequence.

Lead-to-Cash · 7 stepsHire-to-Retire · 9 stepsProcure-to-Pay · 7 stepsPlan-to-Launch · 6 stepsMarketing Campaign · 5 stepsMonthly Finance Close · 5 stepsGovernance Cycle · 5 stepsCustomer Success · 5 steps

Complete the workflow

These workflows pass through this category. Grab the missing steps from neighbouring categories to run the whole sequence end-to-end.

Lead-to-Cash

Cold lead → signed deal → paid invoice.

4/7

in this category

1. Prospect
2. Qualify
3. Propose
4. Negotiate
5. Contract
6. Invoice
7. Collect

Pick up the missing steps

Prospect: Lead Tracking Sheet (Sales), Prospecting Sheet (Sales), How To Be A Leader Not A Boss (Playbooks & How-To Guides)
Negotiate: Exclusive Negotiation Agreement (Legal Agreements), Term Sheet for Series A Round of Financing (Legal Agreements), Term Sheet (Legal Agreements)
Contract: Service Agreement (Legal Agreements & Contracts), Sales Contract (Sales), Amendment to Sales Contract (Proposals & Quotations)

Hire-to-Retire

Job opening → onboarded employee → exit.

4/9

in this category

1. Plan
2. Source
3. Screen
4. Interview
5. Offer
6. Onboard
7. Manage
8. Discipline
9. Exit

Pick up the missing steps

Source: Outsourcing Agreement (Legal Agreements & Contracts), Recruitment Plan (Human Resources), Outsourcing Agreement Manufacturing (Production & Operations)
Offer: Job Offer Letter (Human Resources), Job Offer Letter Long (Legal Agreements), Job Offer Letter Simple (Legal Agreements)
Onboard: Employee Handbook (Human Resources), Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides)
Manage: Performance Review (Human Resources), Employee Training Record (Human Resources), Sales KPI Dashboard (Sales)

Monthly Finance Close

Daily ledger → monthly P&L → board pack.

4/5

in this category

1. Capture
2. Reconcile
3. Report
4. Budget
5. File

Procure-to-Pay

Need → purchase order → supplier paid.

3/7

in this category

1. Requisition
2. Source
3. Approve
4. Order
5. Receive
6. Invoice
7. Pay

Pick up the missing steps

Requisition: Purchase Requisition (Procurement & Supply Chain)
Source: Bid Proposal (Proposals & Quotations), Vendor Evaluation Form (Operations & SOPs), Supplier Evaluation Form (Procurement & Supply Chain)
Receive: Delivery Note (Procurement & Supply Chain), Goods Received Note (Production & Operations), Delivery Note (Legal Agreements)

Plan-to-Launch

Idea → registered company → trading.

3/6

in this category

1. Validate
2. Model
3. Plan
4. Register
5. Fund
6. Launch

Pick up the missing steps

Model: Business Model Canvas (Business Formation & Startup), Business Model Canvas (Industry Business Plans), Business Model Canvas Worksheet (Playbooks & How-To Guides)
Fund: Investor Pitch Deck (Business Formation & Startup), Capital Raising Documents (Business Formation & Startup), Due Diligence Request Lists (Business Formation & Startup)
Launch: Startup Checklist (Business Formation & Startup), Launch Timeline (Business Formation & Startup), Startup Operating Procedures (Business Formation & Startup)

Governance Cycle

Board agenda → resolution → audit trail.

2/5

in this category

1. Agenda
2. Pack
3. Minutes
4. Resolve
5. Audit

Pick up the missing steps

Agenda: Notice of Meeting (Legal Agreements & Contracts), Meeting Agenda (Project Management), Leadership Meeting Agenda (Legal Agreements)
Pack: Board Pack (Strategy & Executive Management), Governance Reports (Specialized & Advanced)
Minutes: Minutes of Meeting (Legal Agreements & Contracts), Minutes of Meeting (Most Downloaded), Minutes of Meeting of Directors First (Legal Agreements)

Customer Success

Kickoff → adoption → renewal.

1/5

in this category

1. Onboard
2. Train
3. Support
4. Measure
5. Renew

Pick up the missing steps

Onboard: Client Onboarding Form (Sales), How to Steps for Client Onboarding Process (Playbooks & How-To Guides), Customer Onboarding Checklist (Customer Service)
Train: Employee Training Plan (Operational & Strategic Plans), Employee Training Plan (Legal Agreements), Employee Training Plan (HR & People)
Measure: Employee Satisfaction Survey (Human Resources), Customer Satisfaction Survey (Sales), Customer Feedback Form (Legal Agreements)
Renew: Data Retention Policy (Governance & Compliance), Records Management and Retention Policy (Production & Operations), Renewal Agreement (Legal Agreements)

DOCXStandard

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