Financial Document: Difference between revisions
mNo edit summary |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
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]] | ||
| Line 12: | Line 12: | ||
* [[Statement]] | * [[Statement]] | ||
* [[Remittance Advice|Remittance advice]] | * [[Remittance Advice|Remittance advice]] | ||
== A Note on Coding Systems == | |||
Many of these documents will use [[Coding System|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) | |||
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)