Business

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…

Bill Payment Checklist

A bill payment checklist makes it easier for users to track and record all types of bill payments every month. The user can have this checklist and keep an eye on all the due dates and payments for each month. In other words, this checklist proves to be handy when referring to bill payments. We all know that people around the globe have to keep track of the due dates of every type of bill. If someone wishes to make this hassle easier or manageable, they should use a bill payment checklist template. Just by jotting down all the details related…

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…

Rental Billing Statement

It is a legal document or written evidence from which all the details related to rental transactions are drafted. This is a professional way to send a billing statement or receipt to the tenant as a reminder. This statement can show every detail, like the date the rent is due, when it was paid, any late fee changes, etc. Rent is the amount a person gets when they let another person use their property. The amount of rent is decided by both parties, along with the other details like the due date. The rental billing statement is a document used mainly…

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…

Marketing Campaign Tracker

If you have a product and no one knows about it that means you don’t even have a product at all. Marketing is the heart of any business and currently, when consumers have become smarter than ever, marketing is the key to success for any and every business. Marketing is the way to promote, educate, and create awareness regarding a product. The word marketing may seem to have one single meaning but that is just not true. Marketing is a whole chain of events that will not only generate potential leads but will also help create new customers. Having amazing…

Timetable Sheets

Time is money. Once it is lost, it never comes back, and you can’t earn it. So it is essential to spend our time wisely and according to plan. Since life has become so hectic, we tend to forget a lot of important and little things that we should do. A well-analyzed and balanced timetable allows us to enjoy our lives fully and participate in health activities. How to make a timetable? Making of timetable Sheet: Below are various types of timetable worksheets. Find the one for your job, download it, and use it at your convenience. Exam Preparation Timetable…

Vehicle Service Record Sheets

Technology advances, and with this advancement, our lives have improved tremendously. We now have access to safer and more comfortable modes of travel. Having a vehicle has become a need for every person these days. Every home these days has at least one car. In earlier times, when there were no vehicles, people traveled on camels and horses. These modes of travel were very hectic and time-consuming, and they were also more dangerous. With the advent of technology and science came different gadgets and vehicles. Having your car is considered to be a necessity these days. Using public transport can…

Hotel Invoices

A hotel invoice is a receipt or hotel bill that provides a detailed summary of the charges incurred due to your stay at that particular hotel. These hotel invoices are presented to people who stayed at the hotel and enjoyed its services for a brief period. These invoices are paid at the checkout and kept as a memory of a good trip. Hotel invoices allow you to break down all the expenses in a precise manner and let you know how much you spend on specific services that you enjoyed at the hotel. Hotels are great accommodations for travelers regardless…

Gift Vouchers for MS Word

The mode of transfer in the form of a gift takes place through the use of a piece of paper which is known as a gift voucher. A gift voucher is a big replacement for cash and it allows the receiver to purchase several items from different places. The geographical location where the person can purchase the items is also specified in the gift voucher. These gift vouchers are usually used by employees, corporate bodies, and people from other fields. The person who is given a gift voucher is given permission to purchase items from a specific sum of the…

Travel Expense Calculators

A fair and intelligent move of starting anything from scratch demands complete planning and implementation according to that. This not only helps in achieving the desired target rather it becomes handy and beneficial even in accidental situations. Keeping flexibility in your plans is always preferred because it helps people adjust themselves according to haphazard situations. Therefore always devise a business plan, define the workflow, and act according to it. These key principles are helpful in the personal and official life of a person. One major thing related to lively people is their ultimate interest in traveling and exploring the world.…

Bill of Sale Templates

Bill of sale is used by almost every buyer and seller just when they want to validate their sales transaction. It is a legal document that is used to keep a record of all the transactions that take place between buyer and seller. For a seller, the bill of sale is important since it is used to check the date and the time of the item that was sold. The information about the buyer is also obtained by the seller when he uses the bill of sale. For a buyer, the bill of sale is used to get information about…