Finance & Accounting

This Travel Services Agreement template is for businesses offering travel-related services to clients. It outlines the terms and conditions of service delivery, payment, and cancellation policies.

This Mobile Money Record Sheet template is used to meticulously track all mobile money transactions, including deposits, withdrawals, and payments. It helps businesses and individuals maintain accurate records for reconciliation and financial reporting.

A Credit Note is issued by a seller to a buyer to reduce the amount that the buyer owes, or to refund money if the buyer has already paid. It is typically used for returns, allowances, or corrections to previously issued invoices.

This template outlines the terms and conditions for the sale, transfer, and assignment of accounts receivable from one party to another. It is used when a business wishes to sell its outstanding invoices to a third party for immediate cash flow.

This Affiliate Marketing Agreement outlines the terms and conditions between a company and an affiliate marketer, defining their relationship, responsibilities, and compensation structure. It is used when engaging individuals or entities to promote products or services in exchange for a commission.

This Goods Received Note (GRN) template is used to acknowledge the receipt of goods from a supplier. It serves as an internal document to track inventory and reconcile against purchase orders and invoices.

A comprehensive payroll setup sheet for South African SMEs, detailing essential employee and company information for PAYE, UIF, and SDL compliance.

This Trial Balance template is used by businesses to list the closing balances of all ledger accounts at a specific date, ensuring that total debits equal total credits. It is a crucial internal document for preparing financial statements and detecting accounting errors.

This template is used to formally notify a supplier of defective goods received, requesting a remedy. It should be used when goods supplied do not meet agreed-upon quality standards or specifications.

This business plan template provides a structured framework for an accounting firm to outline its strategic objectives, operational plans, and financial projections. It is crucial for attracting investors, securing funding, and guiding business growth.

This Time Note template is used to record and track time spent on specific projects or tasks, typically for billing clients or internal cost allocation. It provides a detailed breakdown of work performed by an individual.

This document outlines various strategies businesses can implement to increase their profitability. It is intended for entrepreneurs, managers, and business owners looking to improve financial performance.

This agreement outlines the terms and conditions between a carrier and a shipper for the transportation of goods. It should be used to establish clear responsibilities and expectations for both parties.

This template is used to formally assign the right to receive a payment from one party to another. It should be used when a business wants to transfer the benefit of a payment it is due to receive to a third party.

This document outlines practical steps for small and medium-sized enterprises (SMEs) in Southern Africa to achieve and maintain robust financial organization. It is designed to be used as a guide for improving financial management practices, ensuring accuracy, and promoting sustainable growth.

This document serves as a retainer agreement between a client and an attorney, outlining the terms of legal representation, fees, and responsibilities. It is used when engaging an attorney for legal services.

This auditing report template provides a comprehensive overview of the financial audit conducted for an organization. It details the scope, methodology, findings, and recommendations.

This document outlines key business metrics that every business owner should regularly track to assess performance, identify areas for improvement, and make informed strategic decisions.

This worksheet helps businesses differentiate their products and services from competitors. It guides users through an analysis of unique selling propositions, target markets, and competitive advantages to refine their market positioning.

This Commission Summary document provides a clear and concise overview of commissions earned by an individual or entity over a specified period. It is used to detail commission calculations, track sales performance, and facilitate accurate payments.

This template is used by employees to report expenses incurred for business purposes, seeking reimbursement from the company. It helps in tracking expenditures and ensuring compliance with company expense policies.

Template from the Finance & Accounting catalogue. Edit to customise.

This checklist helps businesses track and manage their office supplies inventory, ensuring essential items are always in stock and facilitating efficient reordering processes.

This Vehicle Maintenance Log template is used to record and track all maintenance and repair activities for a company vehicle. It helps ensure vehicles are well-maintained, promoting safety and operational efficiency, and provides a record for warranty, insurance, and resale purposes.

This template provides a structured format for documenting the proceedings and decisions made during a board of directors meeting. It should be used to create a formal record of all discussions, resolutions, and actions approved by the board.

This form authorizes a company to automatically charge a customer's credit card for recurring payments or one-time transactions. It's ideal for businesses offering subscription services, recurring billing, or requiring pre-authorized payments.

This `Bulk Sale Notice` template is used to formally announce a bulk sale of assets, typically required by law to protect the interests of creditors. It informs relevant parties of the impending sale, allowing them to take necessary action.

This template is used to formally acknowledge the cancellation of a back-order by a customer, confirming the cessation of the order and any related obligations.

This document serves as a formal notice to a supplier to cancel an order for back-ordered goods. It should be used when a business no longer requires items that were previously ordered but have not yet been shipped.

This worksheet helps businesses define and understand their target market segments, including demographics, psychographics, and needs. Use it when developing marketing strategies or launching new products/services.