Business Documents

Business Documents

  By Valentina Torres

Meeting Agenda

Developing a meeting agenda is a common job task for administrative professionals, assistants and secretaries. An agenda's purpose is to guide a meeting's activities and discussion points. It is a set plan of action and is designed to prevent a meeting's discussion from going off course. It should list several key points of information in addition to meeting topics.


 

Meeting Minutes

Whether it's an employee meeting or one that involves managers, employees, CEOs and investors, someone needs to be there to record the meeting and share the information with others who were not there. And since memories can be short, the meeting minutes also serve as a reminder to those present about the issues discussed, the decisions made and the actions people are supposed to take. Because the minutes serve as a guide for future business dealings, it's important to be organized and to include the right information. That starts with reliable tools.


 

Travel or Event Itinerary

A detailed plan for a journey, especially a list of places to visit; plan of travel.

 

Purchase Order

A buyer-generated document that authorizes a purchase transaction. When accepted by the seller, it becomes a contract binding on both parties.
A purchase order sets forth the descriptions, quantities, prices, discounts, payment terms, date of performance or shipment, other associated terms and conditions, and identifies a specific seller. Also called order.

Invoice

An itemized bill for goods sold or services provided, containing individual prices, the total charge, and the terms. The merchandise or shipment itself.