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Office Process Templates

Excel office process templates for process management

Excel Office Process Templates

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Office Process Templates for Excel (FastStart Office Pack) is a collection of templates designed to tackle the most common office tasks and organize your business processes. These basic spreadsheet forms make any business or office run more smoothly! The Office Process Templates for Excel targets the most common office tasks.

Office Process Templates for Excel contains:
  • Client Conversation Log
  • Mail Log
  • Change Request
  • Sales Quote
  • Shipping/Receiving Log
  • Office Supply Request
  • Office Inventory
  • Accounts Payable Log
  • Accounts Receivable Log
  • Employee Information
  • Employee Time Card
  • Form I-9
  • Weekly Employee Scheduling
  • Employee Vacation Schedule

The Client Conversation Log lets you track your time spent with clients. The Mail Log helps you keep track of mail sent and received at your office - it's a mini-mail room even for the smallest business. The Office Supply Request Sheet and the Office Inventory Log help you track all your business' expendable assets.

The Accounts Payable Log will help you and your bookkeeper monitor the accounts payable you commit to through purchase orders, and the Accounts Receivable Log helps you track your invoiced receivables. The Change Request helps you track and submit process changes or error reports. Give you customers and clients a professional estimate with the Sales Quote. The Timecard helps you track your tasks and billable time. And the Shipping/Receiving Log helps you track parcels entering and leaving your office.

Office Process Templates for Excel also includes a set of handy employee forms. The Employee Information Form helps you track and record all the vital information on your company's workers. The I-9 Form, important to fill out in today's increasingly international environment, records the citizenship status of new employees. The Weekly Employee Scheduling Form and Employee Vacation Schedule help you figure out work schedules and keep your office covered.

For whom: Ideal for small business owners, entrepreneurs, small business consultants, office managers, accountants, etc.

What it does: Contains 15 highly functional spreadsheet templates to better manage employees, accounts, sales, inventory and others. You do not need to be a spreadsheet pro to use these templates. All templates are very simple to use and organize.

Designed by: CPAs and MBAs with dozens of years of business and business management experience. Design is based on expert models followed by thousands of successful business professionals.

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(Updated on 2018-08-01)

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