Compatibility · Hospitality & Restaurant
Finance & Accounting
11 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Budget templates
A reusable spreadsheet or form used to plan a restaurant or hotel's expected sales, costs, and profit for a coming period.
What it’s used for
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Cost of goods sold (COGS) reports
A periodic report showing what a restaurant spent on food and beverage actually sold, compared against sales.
What it’s used for
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Deposit logs
A running record of cash and card deposits taken from the restaurant to the bank, listing amounts, dates, and who made the drop.
What it’s used for
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Inventory valuation reports
A report that lists the food, beverage, and supply stock a restaurant holds at period end and what it is worth in dollars.
What it’s used for
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Invoice archives
A stored collection of supplier invoices a restaurant or hotel has received and paid, kept in date order for accounting and audit.
What it’s used for
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Labor cost reports
A periodic report showing what a restaurant or hotel spent on staff wages and related costs, measured against sales.
What it’s used for
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Petty cash logs
A running record of small cash payments made from an on-site cash fund, with receipts and balances.
What it’s used for
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Sales reconciliation sheets
A daily record that matches recorded sales from the register against cash, card, and other payments actually collected.
What it’s used for
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Vendor contracts and pricing sheets
Signed agreements with food, beverage, and service suppliers, along with the current price lists tied to them.
What it’s used for
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Weekly P&L statements
A weekly profit and loss report showing a restaurant or hotel's sales, costs, and resulting profit for a single trading week.
What it’s used for
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Weekly operational scorecards
A one-page weekly recap of a restaurant or hotel's key numbers, comparing actual results against budget and prior periods.
What it’s used for
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