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- Credit Control List
- Use this template to track customers to whom you have granted credit. Information recorded includes the account number, account name, the date opened, details of the credit line and payment history. Maintain the template to save time and energy. It can be used on paper or filled in electronically.
- Tools & templates 2007-09-01
- Employee Self Evaluation
- Use this template to have your employees evaluate themselves during the performance evaluation process. This will help promote constructive discussions during the evaluation. The template has no formulas and can be used effectively on paper or electronically.
- Tools & templates 2007-09-01
- Employee Termination
- This template can be used to insure that all the necessary actions are completed when terminating an employee. The template includes standard items such as return of desk and file keys and company documents, as well as items specific to the position or the company, such as a confidentiality report....
- Tools & templates 2007-09-01
- Employee Time Sheet
- Use this template to track an employee's time. This template can be used on paper or in the worksheet. Note that the template does not calculate the number of hours worked, in order to give you flexibility in calculating overtime hours. Enter the hours as values, as they are totaled...
- Tools & templates 2007-09-01
- Weekly Work Schedule
- Use this template to schedule up to 20 employees' work schedules for a week. The template can be used either electronically or on paper. The main body of the template is used to record the hours each employee will work. You can either enter the number of hours each person...
- Tools & templates 2007-09-01
- Expense Budget
- Use this template to plan the personnel and operating expenses for a company or department. The template compares estimated and actual expenses and may be filled out in two steps. Enter the company or department name and date in the spaces provided. Then enter the remaining information into the cells...
- Tools & templates 2007-09-01
- General And Administrative Expense Budget
- This template compares actual General and Administrative (G&A) expenses with budget amounts for the current month and the year to date. Fixed expenses generally don't change over the course of the year, while variable expenses change with the level of activity. Variances and totals are calculated automatically after data is...
- Tools & templates 2007-09-01
- Startup Budget
- This template is a description of Startup Budget.
- Tools & templates 2007-09-01
- Credit History
- Use this template to track the credit history of your customers. Because it employs no calculations, the template can be used almost as effectively on paper as electronically.
- Tools & templates 2007-09-01
- Customer Ledger
- Use this template to record all the orders placed by a given customer. After you have created a template for each customer, you will have the beginnings of a customer order data base. This template contains no calculations.
- Tools & templates 2007-09-01
- Daily Production Report
- Use this template to track production activities in various parts of your operation and to control scrap in the production process. There are no time calculations in the template. Enter start and stop times in the 00:000:00 AM or PM format.
- Tools & templates 2007-09-01
- Stock Balance Record
- Use this template to keep track of the usage of a part or subassembly. The balance-on-hand calculation assumes that issuing an item is the same as using or selling it. The Used to Date column is included for comparisons. Document the source of information in the Reference column. The calculations...
- Tools & templates 2007-09-01
- Daily Time Sheet-Services Rendered
- This template computes hourly/daily rate charges for consultants/accountants/attorneys or any service business that charges by the hour. 31 days/Subtotals/Total.
- Tools & templates 2007-09-01
- New Employee Record Chart
- This template can be used to see that you have all the necessary records and information when bringing on a new employee. The template includes standard items such as employment application and proof of citizenship or visa, as well as items specific to the position or to your company, such...
- Tools & templates 2007-09-01
- 40 Column
- This template forecasts 40 months of product sales.
- Tools & templates 2007-09-01
- Overdue Account File
- Use this template to help manage your collection efforts. For each overdue account, the address, employer, guarantor, current account status, and collection history are listed. There are no formulas in this template, so it can be used quite effectively on paper.
- Tools & templates 2007-09-01
- Parts Inventory
- Use this template to record the inventory of various parts in a given location. This template can either be used electronically or on paper. The template contains calculations for extensions price x quantity.
- Tools & templates 2007-09-01
- Perpetual Inventory Control
- Use this template to record the inventory status of a given part or item. Because there are relatively few formulas, this template can be used on paper as well as electronically. Enter the sheet number. The amount that should be carried forward to the next sheet and the next sheet...
- Tools & templates 2007-09-01
- Time-Progress Report
- This template is Small Builders/Contractors Time-Progress Report.
- Tools & templates 2007-09-01
- Punch List
- This template is Small Builders/Contractors Project Punch List.
- Tools & templates 2007-09-01
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