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Category: Accounting & Banks

Analysis Report Template

Generally, analysis reports accomplish by those professionals who have expertise to evaluating the situations. Often analysis reports recommend a specific status like “should do” or “should not do”.  As the result the heads of the [1]concern departments can easily conclude that preferably what has to be done. An analysis report has a great significance for the reason that it allows dealing to estimate how much it is generating by its current operations and how much it can generate more? Somehow analysis reports are also an approach to find out the gaps is the performance. Moreover analysis report is not only about increasing the benefits but it also asses the number of competitors too. Analysis report contains analysis in two ways: quantitative or qualitative. In quantitative analysis mathematical forecasting techniques used to analyze particular pieces of information and the qualitative analysis includes reviewing the individual information and making personal judgments or inferences in sequence.

An inclusive analysis report should contain all the comprehensive aspects of that content about which the report is written.  A complete analysis reports includes a wide ranging contents about the past and present tribulations of that [2]concern, its objective statements, inquiry of alternatives, availability of alternatives, Recommendations and purposed implementation strategies in which presenting the steps and achievability of the recommendations. The excellence of the analysis report rely on the coverage, clarity and presentation style of report in which overall identification of problems, solution of those problems, objectives and the utility of the concern mentioned noticeably. And as far as the question of the implementation of the recommended strategies is concern the recommendations should be sufficient and easy to adopt. Here is a useful Analysis Report Template that can easily help anyone in preparing their own version quickly. You can also check out more report templates from this site for more references.

An exhaustive concentrated analysis can provide owners exact knowledge about the economic state of affairs. Owners may determine a place where other companies might not have or less access. The owners can also conduct surveys to gain knowledge of new goods or services that could have high demand in the marketplace.  By such information new owners can gain a significant existence among companies in the same business. Analysis is not the guarantee of success; it is only a tool to avoid the incorrect judgments for a good and profitable enterprise. This hypothesis explains that individuals who collect too much information may be not in position to make a business decision in addition more time is spent doing the analysis phase than making decision. So when it all concludes it is suggest that the analysis can provide a healthy atmosphere and probability to make several authentic decisions.

Here is download link for this Analysis Report Template,
Download Analysis Report

[1] Here its mean that specific department which is facing some problems it might be any department like HR or Admin.

[2] Here its mean a Trading Concern

Cash Receipt Template

Whenever cash is received in any business, an official receipt is what every customer required. Here is Cash Receipt Template that can help in this situation to quickly create professional looking Cash Receipts no matter how small or big is the amount. The important information that requires to be recorded on a cash transaction is amount, date and payee. The purpose of payment should be recorded but is secondary important as compared to primary information mentioned earlier. As far as layout is concerned, it should be simple, elegant but professional to clearly display the information recorded. Since it is going to be heavily printed and used on paper, so better not to have reversed backgrounds used in it to save ink as well as cost on printing these cash receipts.

Here is preview of Cash Receipt Template,

Useful Tips for Designing Cash Receipt

Here are main points that everyone must keep in mind before he design a Cash Receipt for any Business,

  • The most important information Date & Amount must be very clearly displayed.
  • There must be a running counter for every receipt to back trace if required.
  • Signatures of the parties involved, including an approved by person.
  • Use of tabular layout is highly recommended as per its nature
  • Since it is going to be cut-off in most of cases to save paper, so a dotted-line to help guide the cutting line is good.

Here is download link,

Download Cash Receipt Template

Petty Cash Book

Petty Cash is the most critical book of accounts maintained by any businessman. No matter how small or big  your organization is, you must be required to maintain a transparent and traceable petty cash book so that every transaction can be traced back whenever required. Here is a Petty Cash Book template that can easily help you to maintain an electronic cash book without using too much of your paper resources. It is recommended to use it on monthly or yearly basis (according to the transaction volume), so that it should be easy to trace back and effective enough when required. This template is created using MS Excel as it requires some dynamic features such as calculation of balance, filtering and cross referencing. All Cash Transactions are recorded in Petty Cash Vouchers before being posted on Petty Cash Book.

Here is preview of this Petty Cash Book template,

Critical Points while Design Petty Cash Book 

Here are some critical points that must be considered why designing Petty Cash Book,

  • Date and Amount of Transaction is Vital.
  • Petty Cash Voucher Number or Receipt Number
  • Distinction between amount received or paid by as well as the person in charge who approved it.
  • Sum or Total of Receipts and Payments or withdrawals.