Please enable JavaScript.
Coggle requires JavaScript to display documents.
LO3: able to use business documents - Coggle Diagram
LO3: able to use business documents
a range documents are used within the businesses
transaction documents
purchase order - a document showing products a buyer wants to buy
invoice - a demand for payment
terms and conditions - a legal document listing the terms and conditions for the supply of goods and services e.g. the price method of payment accepted
statement of account - a document showing orders placed, invoices paid and credit notes
E&OE - errors and ommissions excepted, this is sometimes printed on documents to reduce legal liability in case of errors
COD - cash on delivery i.e. payments must be made upon delivery
employees documents
travel expenses claim form - a document for claiming back travel and subsistence expenses
internal documents
petty cash voucher - a document for claimig back small payments made on a businesses behalf
stock requisition form - document requesting stock form the inventory
IT requisition form - document requesting IT equipment and any support required
reprographic requisition form - document requesting photocopying or printing services
purpose and interpretation of other business documents
bank statement - a summary of transactions that have taken place within a period of time
delivery notes - document listing items delivered - this usually accompanies the delivery of goods
payslip - document showing gross salary, net salary, PAYE, national insurance, pension contributions and student loan repayments
goods received note - document listing items received
receipt - proof of payment
remittance advice - notification showing invoices paid
request for repair form - document requesting parts to be made
budget variance report - summary of the difference between budgeted income and expenditure and actual income and expenditure
favourable variances - instances where actual figure is better than the budgeted figure - costs are lower or revenue is higher than budgeted
adverse variances - instances where the actual figure is worse than the budget figure - costs higher or revenue is lower than budgeted
purpose/completion/checking of meeting documentation
notice of meeting - document informing participants of the date time, location and purpose of a meeting
agenda - contains a list of items for discussion in a meeting
minutes - record of what has been discussed and agreed in a meeting
conference documentation - could include leaflets and brochures, invites, instructions, evaluation forms, attendance registers, staff help sheets, presentation slides, prompt cards and handouts