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SUBJECT: BUSINESS STUDIES

WEEK 1

ACTIVITY: REVISION OF LAST YEAR’S WORK/ OFFICE PROCEDURE

CONTENT:

  1. Meaning and importance of office procedure
  2. Procedures for preparing bills, invoice and receipts
  3. Procedures and methods for making payments by: Cash, Cheque, Bank draft, Bank transfer, and cashless system.

Sub-Topic 1: MEANING AND IMPORTANCE OF OFFICE PROCEDURE

MEANING OF OFFICE PROCEDURE:

It is a set of rules or policies guiding the operations of an office. Office procedures set the standard for how staff works together in the office.

IMPORTANCE OF OFFICE PROCEDURE:

  1. It ensures efficient, consistency and professionalism of an office task.
  2. Office procedures create a uniform way of doing things
  3. Instills disciple in an organization.
  4. It helps us to know how to handle both incoming and outgoing mails.
  5. It reduces operational cost, chances of errors and fraud.
  6. It makes office workers to understand their various assigned duties.
  7. It enhances better coordination and speedy completion of task.

PROCEDURE FOR PREPARING BILLS, INVOICE AND RECEIPT.

Before preparing bills, invoice and receipt the following steps must be taken.

  • Write your Company’s contact, including mail, phone number and address.
  • Create an original customer invoice number using letter, number or both. e.g. Job -001 or Smith – Job-001.
  • Date the invoice.

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