wayground logo

Free Printable Worksheets

NEW

Font size

S
M
L
XL
Worksheets

Financial procedures

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.

An organisation has recently set budgets for key areas of the business. How will this help the business?

Identify one reason from the list below.

a)

It will provide financial direction

b)

It will allow large sums to be spent

c)

It will allow financial information to be published

d)

It will give it financial stability

2.

Which documents support effective budget control?

Choose one from below.

a)

Stock lists

b)

Employee contracts

c)

Spreadsheets

d)

Customer mailing lists

3.

Why do organisations need to budget?

Choose one answer.

a)

To inform management decisions

b)

To identify staffing issues

c)

To implement spending cuts

d)

To highlight capital purchases

4.

Why should companies keep records of business travel expenses?

Choose one answer.

a)

For checking travel plans

b)

To inform future bookings

c)

For tax purposes

d)

To provide instructions

5.

An organisation plans to expand its operations but lending conditions are tight. What effect will this have on the organisation?

Choose one answer.

a)

Loan repayments will decrease

b)

Alternative sources of finance will need to be considered

c)

Greater opportunities will exist for product development

d)

Increased spending will be supported

6.

An organisation has purchased new machinery. What term describes this purchased item?

Choose one answer.

a)

Fixed cost

b)

A liability

c)

An asset

d)

Turnover

7.

Interest rates have increased for a company with existing loan agreements. How will this affect the company?

Choose one answer.

a)

Increased morale

b)

Increased customer share

c)

Reduced turnover

d)

Reduced profits

8.

A business is overdrawn at the bank and is experiencing severe cash flow problems due to customers not paying their bills on time. How frequently should the cash flow be monitored?

Choose one answer.

a)

Weekly

b)

Monthly

c)

Quarterly

d)

Annually

9.

External financial compliance regulations require a company to follow which action?

Choose one answer.

a)

Register with Companies House

b)

File company tax returns

c)

Circulate accounts to overseas customers

d)

Advise changes with the Department for Business Innovation and Skills

10.

When customer payment is required what document is sent by the administrator?

Choose one answer

a)

A receipt

b)

A credit note

c)

An invoice

d)

A statement

11.

What method of payment is most likely to be used between businesses?

Choose one answer

a)

Cheque

b)

BACS

c)

Cash on delivery

d)

Exchange of goods

12.

Which document is issued by a buyer to a seller, indicating the types, quantities and agreed prices for products or services?

Choose one answer

a)

Purchase ledger

b)

Purchase requisition

c)

Purchase order

d)

Purchase invoice

13.

Which of the following explains how petty cash is usually handled?

Choose one answer

a)

A small amount of money, managed by a senior manager, to make small purchases which must be balanced with a receipt

b)

A large amount of money, managed by a custodian, to reimburse purchases when balanced with a receipt

c)

A small amount of money, managed by a custodian, to reimburse purchases when balanced with a receipt

d)

A large amount of money, managed by a senior manager, to make small purchases without proof of purchase.

14.

Internal financial compliance requires a company to adhere to which of the following regulations?

Choose one answer

a)

Track income and expenditure

b)

Provide petty cash for office expenses

c)

Pay directors' car parking fines

d)

Instigate and check costs for health and safety improvements

15.

How can material costs be controlled in an organisation?

Choose one answer.

a)

Through team meetings

b)

By employing part-time staff

c)

Through safety and security of storage

d)

By banning trade union membership