• Name of Store

  • Conducted on

  • Prepared by

Cash and Compliance Visit

  • Current Compliance Score above 80%?

  • Is the Managers Checklist up to date?

  • Do overdue balances have a late payment charge applied?

  • Review the Credit Charges have applied in store and what are the outcomes?

  • Are there any bookings re-opened after departure date? (check Bonsai)

  • FE - Have any deals deals been cancelled through Felix?

  • Are there any cash only refunds given? (check Bonsai)

  • Does the Store have an Overdue Debt Plan in place ? (check diary and actions)

  • Review the Holiday Extras bookings have been accounted for correctly and what are the outcomes?

  • Any other comments around compliance?

  • RBM Signature

  • Manager Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.