Business and finance

The admin that keeps a small business paid and solvent, explained without jargon. Start with purchase orders and invoicing, or go straight to the prioritisation tools if you're deciding where to spend next.

11 guides 2 templates 6 frameworks 1 buyer's guide 4 articles

Also see: Project management templates IT management guides

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The most-read pages in this topic over the last 90 days.

Most readPurchase order numbers explainedWhat a PO number is, who issues it and why suppliers ask for one. Most readContract databaseOne record of every contract, with a free Excel template. Most readMoSCoW prioritisationMust, should, could, won't: agree what's essential before you spend.

Purchasing and invoicing

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Getting paid, paying suppliers and keeping records straight.

GuideMost readPurchase order numbersWhat they are, who issues them and how to use them.GuideGuideSales order vs purchase orderThe same deal seen from each side.GuideGuideHow often to send invoicesInvoice timing that keeps cash flowing and clients happy.GuideGuideSupplier invoice reconciliationMatch invoices to orders and catch errors before paying.GuideGuidePEPPOL e-invoicingWhat the PEPPOL network is and how e-invoicing uses it.GuideGuideWorking out the price before VATTake VAT off a gross price correctly.How-to

Records and admin

2

Templates for the paperwork every business needs.

TemplateContract databaseTrack every contract and its notice deadline.ExcelTemplateTimesheetWeekly and monthly timesheets that total the hours.Excel

Strategy and prioritisation

9

Decide where time and money go.

FrameworkThe 80/20 ruleFind the few things that drive most of your results.GuideFrameworkTIM WOODS: the 8 wastes of leanFind where time and money leak out of everyday work, and cost it in £.Guide + ExcelFrameworkPrioritisation scorecardRank projects by what each is worth in money.GuideFrameworkMoSCoW methodMust, should, could, won't.GuideFrameworkRICE scoringReach, impact, confidence, effort.GuideFrameworkICE scoringImpact, confidence, ease.GuideGuideWays to increase profit marginPractical levers on price, cost and mix.ChecklistGuideBusiness tips and advicePrinciples for running a small business well.GuideGuideWriting your IT strategyTen things to settle before you write the document.Guide

Growth and teams

3

Marketing and managing people.

GuideData-driven marketing basicsUse the data you already have to target marketing.GuideGuideTime management skillsHabits that protect time for the work that matters.GuideBuyer's guideRemote team management softwareTools for running a distributed team.Buyer's guide

More in this topic

4

Other articles filed under Business & Finance.

ArticleARR and MRR explained: annual and monthly recurring revenue, with everyday examplesWhat ARR and MRR mean, the formula (ARR = MRR × 12), how to convert weekly or annual billing, and…ArticleUnit economics explained: CAC, LTV, churn and ROAS, worked through for a plumbing app and a yoga studioUnit economics in plain English: CAC, LTV, churn and ROAS, with every SaaS metric explained and worked through for a…ArticleGoods Received Note (GRN) and Three-Way Matching: Free UK TemplateWhat a goods received note is, who raises it and how three-way matching stops you paying for goods you never…ArticleFree UK Purchase Order Template and GeneratorFree UK purchase order template in Word, Excel and Google Sheets, plus an online PO generator with per-line VAT and…

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