Documentation at Finance

Division
What is Financial documents?
 Financial documents, also known
as financial statements, are used for
reporting financial information about a business,
in a standardized format. Standard financial
documents include a balance sheet, an income
statement, and a cash flow statement.

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Importance of Documentation?

◎ Good Workshop process documentation

reduces errors, Which
◎ Improves quality
◎ Protects workers, the Public ,and property
◎ Increases productivity
◎ Time saving

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 SLGTI Finance
1. Book keeping
2. Procurement
3. Store and inventory management

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 1.Book keeping

• Bookkeeping is the recording of financial

transactions, and is part of the process of accounting
in business. Transactions include purchases, sales,
receipts, and payments by an individual person or an
organization/corporation.
• Computerized and Writing system.

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 “
Making good judgments when
one has complete data, facts,
and knowledge is not leadership
- it's bookkeeping

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 Procurement

The act of obtaining or buying goods and services.

The process includes preparation and processing of a
demand as well as the end receipt and approval of
payment.

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◎ Purchase planning
◎ Value analysis
◎ Financing
◎ Making the purchase
◎ Supply contract
administration
◎ Inventory control and stores,
and

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 Purchase Requisition
Form

• Request the Material and

Tools to Departments, and
Requested by HODs.

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 Medical Claim Form

• Request the Medical

expenses, and It can
Request by Every
staff of SLGTI

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 Petty Cash Voucher Form
• Request the small
expenses, and It can
Request by Every
HODs of the
Department.

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Store and inventory management

It applies to every item you use

to produce a product or service,
from raw materials to finished
goods. An organisation's
success can be greatly affected
by the efficiency of its stores
operations; efficient inventory
management can save money,
help retain customers and
maintain continuous operations.

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Thank You

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