Financial Document: Difference between revisions
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A financial document is a document which has been generated as a result of a transaction (e.g. [[invoice]], [[Credit Note|credit note]] or [[Petty Cash Voucher|petty cash voucher]]). | A financial document is a document which has been generated as a result of a transaction (e.g. [[invoice]], [[Credit Note|credit note]] or [[Petty Cash Voucher|petty cash voucher]]). | ||
== Financial Documents | == The Financial Documents == | ||
These documents are used both for sales and purchases, how you use them depends on if you are a buyer or supplier. | |||
* [[Quotation]] | * [[Quotation]] | ||
* [[Purchase Order|Purchase order]] | * [[Purchase Order|Purchase order]] | ||
Latest revision as of 03:46, 22 October 2025
A financial document is a document which has been generated as a result of a transaction (e.g. invoice, credit note or petty cash voucher).
The Financial Documents
These documents are used both for sales and purchases, how you use them depends on if you are a buyer or supplier.
- Quotation
- Purchase order
- Delivery note
- Goods received note
- Goods returned note
- Invoice
- Credit note
- Statement
- Remittance advice
A Note on Coding Systems
Many of these documents will use coding systems (invoice ID, customer Number, product code) etc., these provide a convenient way for individual documents and items to be referenced and cross referenced (it's much easier to look up an invoice by ID as the same customer may have ordered the same things in the same quantities multiple times)