It includes details about the items being shipped, the quantity of items included in the shipment, and the destination address. Use a bill of lading template to ensure you complete this document for each shipping transaction. This template includes a signature section that should be signed by you, then the shipping company, and finally the recipient, so that if the shipment is lost, the signature detail will help identify at what point it was lost and who was liable.
A billing statement is helpful if you receive regular bi-monthly or monthly payments from your customers. Use this billing statement template to track customer invoices, account details, and billing status, all in one location.
Additionally, this template looks professional and is customizable to match your needs. A cash flow statement is important to provide a good picture of the inflow and outflow of cash within your company.
It shows where the money came from cash receipts and where the money went to cash paid. Use a cash flow statement template, in conjunction with your balance sheet and income statement, to provide a comprehensive look into the financial status of your company. This cash flow template includes two additional worksheets to track month-to-month and year-to-year cash flow. It enables you to estimate how much money your business will make and spend at any given point, and will allow you to take the appropriate steps to ensure that your cash outflow is not more than your inflow.
Use a simple cash flow forecast template to get started quickly. Be sure you include all income including revenue and investments, and account for all expenses including fixed costs. The purchase order will confirm goods, quantity, delivery date and price.
Our easy to use Purchase Order template will automatically calculate total figures for you. We have also created a purchase order log to record all the orders.
Our sales invoice template is easy to use and looks professional. It can be downloaded and saved with your logo and details, so every time you want to produce a sales invoice, it is ready with your branding. Add a full description for the sale, along with quantities and price. All the totals are calculated automatically to ensure no mistakes. The sales receipt template is ideal if you attend fairs and need to issue a receipt to clients for a cash sale.
It can be used as proof of purchase and guarantee for goods or services. The statement of account or customer account template statement is used to remind customers how much they owe. The statement template can be branded to your own business by adding a logo and company information. It also includes a remittance to be completed by the customer, so you will know which invoices they have paid. If you receive lots of supplier statements , it may take some time to reconcile them. Our supplier reconciliation template will help to speed up the process.
It allows you to see the total difference and list differences. Record the hours worked and customer details, including order references. It makes it easier for calculating how much to invoice clients. If you are looking for an alternative to Excel accounting templates, some free bookkeeping packages are available for small businesses. A couple to get started are:. Pandle is a full accounting package on the cloud. It is free of charge for small businesses, but there is also a paid-for version.
Zoho Books has a free version. Cloud accounting software is popular for business owners as it allows people to access accounts online. There are a few advantages to purchasing a product. If you are not using Excel, there are alternatives. We recommend Apache Open Office. It is free to download and use; most of the features are similar to Microsoft.
If you are looking to create your own templates, there are many tutorials available online and on YouTube. Using Excel bookkeeping templates are great to get small businesses started on their bookkeeping journey. Skip to content Our Free Excel Bookkeeping Templates are great if you want to manage basic bookkeeping and accounting tasks using Microsoft.
If you need help with any of our free templates, please contact us. Advantages and Disadvantages of Excel Bookkeeping Templates. Easy to use and keep company records Free downloads Already familar with Excel. Advantages and Disadvantages of Accounting Software. All Integrated including sales invoices Will grow with the business Saves time and money Full instructions and support Accounting reports available Collaborate with a bookkeeper or accountant Double Entry Bookkeeping Full Chart of Accounts.
Price, although some are free It may take a while to learn Can be hard to get started Lots of packages to choose from. Accounts Payable Statement Template.
Accounts Payable Template. Accounts Receivable Template. Balance Sheet Accounting. Balance Sheet Template. Bank Reconciliation Worksheet. Budget Worksheet Excel Template. Budget Template. Go to Trial Balance This template cannot be downloaded to your computer. It is designed to be used within the web page. It allows you to practice entering the details of a business transaction in the top half and watch as the bookkeeping journal unfolds in the second half.
It can be used for income and expenses paid into or out of a bank account, petty cash, credit card etc. A great template to help you understand how journals work. Go to Journal We tell you how to calculate that and include it in the template so that the total claimable is automatically worked out. Go to Home Office Expenses If you are an Excel user, you can try installing the Office Mobile app which allows you to access your documents from your OneDrive or Dropbox or the Microsoft Excel app to your mobile device.
It allows you to view and edit and save your Excel documents. Great for when you are out and about. All of the Excel bookkeeping templates founds on this page can also be opened within OpenOffice. If you are on this page you probably already own a desktop version of Microsoft Excel or you subscribe to Microsoft , but did you know that OpenOffice is completely free?
It is an excellent alternative to Excel and also has word processing, presentations, graphics — all the things you can get from Microsoft, but for free! And in many different languages. Site Sponsors. How to do a loan journal entry for transactions for bank loans, car loans, intercompany loans, and loan forgiveness including loan amortization.
Day to day bookkeeping process for startups. Open a bank account, select and setup software or paper record, record your daily transactions, read your summary report.
Brexit, new construction rules, and more businesses moving online during Covid, have made VAT rules even more complex. Here is a simple guide. There are a number of simple, legal benefits afforded to business owners. In this article, KashFlow advise on how you can get the most out of your working relationship with your accountant. Skip to content.
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