Maintaining accurate records is easier if you have the appropriate templates and procedures in place. This includes daily tally sheets, wastage records, stock order sheets, sales records, petty cash records and stocktake.

WASCA has developed a variety of templates both in Word, and Excel format that includes formulae to make this process easier as well as fact sheets with tips and tricks. All these resources (see below) are available for WASCA members, simply send us an email and we will forward them directly to you. Or call us on 08 9264 4999 and we can discuss your financial process and procedures.

Stocktake templates

  • Winding down for the end of the school year: a list of things to do to make the end of year easier
  • Stocktake template: a Excel document that will add up the cost of items on hand, this ensures you have a true reflection of your financial position
  • Stocktake fact sheet:  a document that outlines the best time to conduct a stocktake, how often and how to do it accurately. It also includes a template for you to use

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