Expense Report  Template

Asset Management provides a central place to keep track of computers, office equipment, and anything else that is owned or maintained by the company. Link assets to rows in the Vendors worksheet to track where each asset was purchased from. Monitor total asset spend and amount written off. Link assets to employee rows in a different workbook to track who is using each item.

Track and manage product inventory, sales, fulfillment centers, and vendor relationships. Inventory management is a system for sourcing, storing, and selling products in inventory. Successful inventory management means the right products, at the right stock levels, in the right place, at the right time, and at the right cost as well as price.

Track income and expenses using transaction register and summary worksheets. Save images of receipts within the register.

Calculate the break-even point for your business with this ready to go template. For any new business, calculating the break-even point is an important calculation in your business plan. The break-even point is the point at which total cost and total revenue are equal, meaning there is no loss or gain for your small business. In other words, you've reached the level of production at which the costs of production equals the revenues for a product.

This capitalization table (cap table) template includes an integrated database of shareholders, both institutional investors and employees. Easily assign share allocations to the right investor, and then drill down at any time to track and manage information about them. A cap table is designed to show the equity capitalization for a company. Cap tables are most commonly used by startups and early-stage businesses but all types of companies may use them. In general, the cap table is an intricate breakdown of a company’s shareholders’ equity including common equity shares, preferred equity shares, warrants, and convertible equity.

Use this invoice template to create and customize your own invoices to your clients. An invoice is a document used to itemize and record a transaction between a vendor and a buyer. Typically, a business sends an invoice to a client after they deliver the product or service. The invoice tells the buyer how much they owe the seller and sets up payment terms for the transaction.