1.2 Complete New Customer Approval Form Complete the Customer Approval Form and send to the Business Development Director for approval.
Requester
04.PR001 Client Approval
1.3 Approval - Business Development Director Review the approval and, if happy to approve, sign the form and return to the originator.
This stage is implemented to ensure that the Business Development Director has the opportunity to raise any concerns based on his current market knowledge. It is not intended that a full financial appraisal is to be carried out at this stage.
Business Development Director
04.PR001 Client Approval
1.5 Approval - Finance Director Review the completed form and review company financial statements available from companies house. Depending on the level of information available and/or it's contents, it may be necessary to obtain a credit check report.
If happy to approve, sign the form and return to the requester.
Finance Manager
04.PR001 Client Approval
1.7 Approval - Managing Director Review the completed form and the documentation attached by the finance director. Further discussion with the Finance Director and/or review of further documentation may be required.
If happy to approve, sign the form and return to the requester.
Strategic and Business Development Director
04.PR001 Client Approval
1.9 Customer Setup and Activation Add and activate the customer in the company accounts package.
Setup the customer file structure on the file server.
The completed approval form should be scanned in and attached to a memo in the company accounts system.