Business

Vehicle Periodic Maintenance Schedule

Timely management and maintenance of the vehicle are very important to ensure that it works smoothly and properly. The regular maintenance of the vehicle increases the efficiency and the lifespan of the vehicle. Those people who don’t put efforts for periodic maintenance also face some problems such as expensive repair or replacement of spare parts. For a vehicle’s owner, it is important to stay informed about the vehicle’s condition. For this purpose, the vehicle periodic maintenance schedule template can be used. A template is a handy tool for all those people who want to know the condition of the vehicle.…

Vehicle Performance Checklist

Keeping track of the performance of your vehicle is an important task since it lets you know exactly when you may need to get it maintained or repaired. Moreover, if you want to buy a car that is already in use, then checking the performance is recommended. There are lots of factors to be considered such as the specifications of the vehicle including both interior and exterior. Checking the performance of the vehicle is the most important factor to consider. You can’t buy a vehicle because of its beautiful look. Using a checklist to know the performance of the vehicle…

Membership Roster Template

A membership roster sheet is usually used by the management of clubs that want to keep a record of all the details. This is one of the crucial documents, that is used to give information about all the club members. The member roster provides the details such as the date of joining the club, the contact details, and other details of each member. Contents of membership roster: The main details that are included in this roster are: Membership roster template Anyone in the management of the club can prepare the membership roster. Every high-quality organization uses this roster to provide…

Report Cover Pages

Documentation of a file is a significant part of the business. A cover page of any document is an essential page that displays the title of the page. The report cover page includes the information that depends on the report for which it has been prepared. The format of the cover page: There is no rule or strict format to follow while preparing a report cover page. This provides you an opportunity to use your creativity to choose different designs to make an attractive cover page. Key elements of the report cover page: The main details included in the report…

Donation Tracker Template

Raising money is not easy. Much planning and effort needs to be present when doing this. This is especially true if you have organized a donation and are gathering money through this. The money needs to be kept safely and it is important to know who has donated the cash. When collecting money from a donation it can be difficult to remember who has donated the money especially when many people are doing this. If you want to remain organized and remember all the details about those who are donating to your cause, you can consider making a donation tracker.…

Spare Parts List Template

When required, spare parts are important to fix certain equipment, machinery, automobiles, etc. If you run a business that sells spare parts, you will want to ensure all operations occur efficiently so there are no problems. It is important to know which spare parts are available so that when customers come to buy them, you will learn about this. To run the business properly, you must ensure customers promptly get what they want. If you operate machinery and have spare parts, you must know which ones are available. Therefore, learning about your spare parts is necessary, and a spare parts…

Reward Chart Template

To discipline children and make them behave in a good way, rewards can help. These encourage kids to learn habits that can make them become better human beings. Rewards may be given in the classroom when a child behaves well and according to the teacher’s wants. Parents can even give them at home so that kids do what they say. If you want to give rewards, this must be done carefully so that they are effective and fulfill their purposes. The rewards must be given immediately after the particular behavior. Consider providing different types of rewards. A reward chart is…

Material List Templates

Materials are required for various purposes. Construction materials such as cement, stone, etc., are used to build structures. Certain materials, such as metal, wood, etc., are employed to make items such as coins, windows, etc. Many different materials exist, such as plastics, paper, silk, water, and soil. These are used for important purposes. Many businesses depend on materials to function. Without these, they will not be able to operate. Handling and managing these materials can be difficult, but it is necessary for a company to function effectively. Material lists are useful documents that can help out here. What are material…

Credit Memo Template

A business that professionally pursues operations is the one that people prefer. Business owners need to handle many things if they want their business to be successful. This includes providing customers with a good service or product and having friendly and helpful staff members. Payments must also be handled carefully so that the business and the customer know everything is transparent and done correctly. A company needs to have different documents when it comes to charging customers. This includes invoices and credit memos. What is a credit memo? A credit memo is a document that a seller gives to the…

Accounts Payable Ledger Worksheet

The account payable ledger document is used to enlist all the purchases that have been made on an account. This is a spreadsheet document that is used to record all the purchases. It is a useful tool to remind you of the bills that you are required to pay to the seller. The account payable ledger helps you handle the number of vendors with whom you are dealing. This ledger keeps track of the total transactions made by you, the starting and ending balance in your credit account, and complete account payable balances for all the vendors. You can use…

Check Register with Transaction Code

It is important to keep proper track of a business’s finances so that it can be known whether a business is experiencing loss or failure. Actions can then be taken to solve this. You need to have a proper method of doing this so that no errors are present. A business bank statement may not be up-to-date. You can consider a check register here. This can be used to record the various cash transactions that a business pursues. You can include these with a transaction code as well to make the check register more effective. Check registers are the most…

Work Estimate Template

Job or work estimate is a document that is often prepared as an initial step in a long process of providing estimates related to certain things, preparing any official quote, creating any work order and even sending an invoice or receipt of the work completed. The user of this work estimate tool is most commonly the manager of an organization. In order to create an effective and efficient work estimate document, the manager needs to make sure that he understands the team well. This ensures that the tasks and processes are delegated in a better way and this can create…

Promissory Notes

Borrowing money from some person or organization needs to be done carefully. All procedures must be followed so that no issues are faced later on. All points related to borrowing the money need to be stated clearly and the document needs to be signed. Different documents can be used here. You should choose the one suitable for your needs. A promissory note can be considered for instance. What is a promissory note? This is a written agreement by a party that states they will pay another party a certain amount of cash. It includes the note’s maker paying the note’s…

Columnar Papers

Columnar Pad Papers Preparing a spreadsheet on a paper will take a lot of time and effort. Every accountant will understand the trouble and pain that they have to go through to prepare a spreadsheet on paper. To ease their work, the technology generated those columnar paper pads having a column printed on the paper that allows the accountants to prepare the spreadsheets of the accounts with much less pain and effort. What is a columnar paper? A columnar paper is a paper used in the spreadsheets in accounting and bookkeeping to make the manuals. The paper can be of…

Stock Certificates

It is beneficial to invest in a productive company. Shareholders can have a stake in a particular company by getting shares. Shareholders will get a part of the company’s profits. Many companies benefit when they issue shares as they can raise money without having to borrow it. A company that issues shares needs to ensure that the shareholders know they are not being cheated. The process should be transparent and tracked carefully. Stock certificates are helpful here. Importance of stock certificates Stock certificates are essential as they prove that an individual owns some of a particular company’s shares. They are…

Client Database Templates

Firms and organizations maintain a record of all of their present and prospective customers using this commonly used client database. The database has a few details recorded in it so that it can be used as a future reference whenever needed. This database is used all over the world and it has rather become a tradition of modern-day business. The tool easily records the information of the company’s customers like their personal details, buying habits or interests, their last interaction with the organization, and of course contact information, etc. Such databases help the entity to understand the customer’s buying patterns in a…

Financial Comparison Analysis Sheet

A financial comparison is a statement that allows the organization to compare financial data of either the same organization in different periods or competing companies. This statement includes sections from an income statement, balance sheet, and even cash flow. This enables the statement to enlighten the trend of finances followed by the organizations. Uses Apart from so many benefits, a financial comparison analysis sheet template enables organizations to make important decisions about capital investments or other financial decisions. It easily becomes the basis for many crucial decisions which even involve the ongoing concern of the entity apart from utilizing finances to purchase items for different purposes.…

Employee Leave Planner

Businesses need to have an accurate method when it comes to leave planning. This will allow them to manage absences effectively. Employees need to have proper breaks as they ensure their well-being. Therefore this has a role to play on the productivity of the team. A proper leave planner is something that you need. This will allow you to carefully plan the leave of your employees so that this can be done in a professional way. The planner you will make will vary as it depends on the type of business you have. You need to know how to make…

Petty Cash Vouchers

Petty cash vouchers are documents or forms that track minor cash expenses within an organization. These expenses may include furniture repair, fuel adjustment, office supplies, meal plans, etc. These vouchers keep track of cash paid from the petty cash funds. Although organizations have finance departments and strict policies to track the expense flow, petty cash vouchers or funds are attributed to minor tasks or reimbursements that should not follow the complex financial procedures of the organization. Petty cash funds are also managed by the finance department, and one officer is appointed to cross these funds whenever needed. Every workplace requires…

Employee Vacation Tracker

A spreadsheet that records all the details related to an employee’s vacation leaves is called an employee vacation tracker. With the help of this tool, companies can keep a record of the vacations of employees and calculate their pay or remaining leave schedule accordingly. Purposes of vacation tracker Different companies allow a different number of vocations to the employees as per their own rules and laws. These leaves can be paid or unpaid, depending on the nature of vacations or the policy that a company follows. So, to track the number of leaves used and the remaining ones, it is important to have a…

Weekly Sales Activity Report

If you want to be certain that your business is working fine, you can monitor the progress of your staff. This monitoring generally includes keeping an eye on the progress and taking notes on the reviews obtained after careful observation of the sales activity. Some people monitor sales activity monthly, but those who are more concerned and interested often monitor the weekly activity. They ask the sales manager to prepare a sales activity report every week and share it with them. A sales activity is any task that a sales team performs to sell products to customers. This activity is…