SUGGESTED INDICES

Tags: invoice, statement of account, official receipt, purchase order

Standard index fields are shown below, however additional index fields can be added.

Finance Documents

Invoice

Box No* Unique number for box identification
Document Type* Invoice
Customer Name Name of Customer
Document Date TransactionPeriod or FinancialPeriod

Purchase Order

Box No* Unique number for box identification
Document Type* Purchase Order
Vendor Name Name of Vendor
Document Date TransactionPeriod or FinancialPeriod

Statement of Account (SOA)

Box No* Unique number for box identification
Document Type* Statement of Account (SOA)
Customer Name Name of Customer
Document Date TransactionPeriod or FinancialPeriod

Official Receipt

Box No* Unique number for box identification
Document Type* Official Receipt
Vendor Name Name of Vendor
Document Date TransactionPeriod or FinancialPeriod

Hospital Documents

Medical Records

Box No* Unique number for box identification
Document Type* Medical Records
Patient Name Name of Patient
Patient Number Patient ID Number

Human Resource Documents

201 Files

Box No* Unique number for box identification
Document Type* 201 Files
Employee Name Name of Employee
Employee Number Employee ID Number
Description Description (NBI, Resume etc.)