Business

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…

Lined Papers for Handwriting Practice

Having good handwriting is considered a blessing. However, a lesser-known fact is that such mesmerizing handwriting was achieved through much practice in the early days. Children are made to write on dotted pages, which act as a tombstone for beautiful handwriting in the future. Schools make the kids write on lined pages so that they can handle and use the page well. Lined pages and their uses: A lined paper consists of lines in the horizontal direction. The lines are equally spaced and are often covered with margins on the sides. They are mainly used for writing purposes. Well, lined…

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…

Work Order Tracker Template

Keeping proper tabs on your work orders may be challenging. When looking at a process perspective, it can be seen that work orders tend to be the foundational feature that allows the field service industry to run properly. They tend to be important when handling expectations and stopping tough conversations from occurring when a field assignment has ended. You need to get them right. It is important to have a proper tracking process available here so that your consumers and field teams will be satisfied. A work order tracker can be made to help streamline the process. What is a…

Holiday Budget Planning Sheet

All of us spend the year(s) planning and scheduling our holidays. We make savings throughout the year by cutting money from several necessities of life. We plan a holiday, set a budget for it, and try to spend the money within this budget. But it is a fact, that the calculations and the money spent never lay in the range. We always tend to spend more than we actually should. Some of us plan to take families out for holidays to foreign countries while some of us plan to go on holidays on our own. It all depends upon the…

Physical Inventory Count Sheet

Physical inventory count sheet is an important document that helps you count the entire inventory available in the store of your warehouse. Keeping a record of the entire inventory ensures that you have everything on hand. The items from your warehouse may be stolen or broken, placing the purchase order in the wrong locations and there can be many situations in which your record of the inventory can go astray. Counting the inventory for your warehouse is as important as buying or selling the products. The accuracy of the inventory system prepared by you for your store can be ensured…

Roles and Responsibilities Sheet

To complete the project on time with desired results, a project is divided into different tasks and each task is assigned to different stakeholders working for that project. The responsibilities that are assigned to each person in the company are enlisted in the roles and responsibilities sheet. There is a separate sheet for each job position. The main goal of using this sheet is to keep everyone aware of his responsibilities and this also keeps them directed towards their goal. The roles and responsibilities sheet is very useful in documenting all the responsibilities of each job position. This sheet has…