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financial assessment system

financial assessment system

financial assessment systemIt refers to comparing the actual number of completed financial indicators during the reporting period with the prescribed assessment indicators to determine whether the relevant responsible units and individuals have completed their tasks. The free version of the financial assessment system is provided by Huajun Software Park for you to download. The source file is in docx format, which is convenient for users to edit and modify the content by themselves. For more content downloads on the financial assessment system, please pay attention to Huajun Software Park.

Financial assessment system content

(1) Absolute indicator assessment, this form is suitable for the assessment of certain fixed expense expenditures and financial performance indicators, such as the assessment of certain indirect costs in manufacturing costs and certain fixed cost indicators in period costs, and Assessment of profit.

(2) Relative index assessment. This form is suitable for the assessment of financial indicators that are highly variable and have certain changing patterns. For example, the sales capital rate (or output value capital rate) is used to assess the occupation of working capital, and the asset value maintenance and appreciation rate is used to assess the occupation of working capital. To assess the performance of state-owned assets management, use the variable expense rate to assess the amount of variable expense expenditures, etc.

(3) Assessment based on the percentage of completed indicators. This form is suitable for the assessment of certain financial indicators that require a reduction or increase based on the base period, such as assessment based on cost reduction rate, working capital turnover acceleration rate and other indicators.

(4) Scoring assessment, this method is suitable for comprehensive assessment of multiple financial indicators, and this method is conducive to comprehensive evaluation. The form of financial assessment should be determined based on the specific circumstances of the enterprise. Various forms can be used individually or in combination.

The above general methods of financial management are closely related organisms. Among them, prediction and decision-making are the premise, planning is the program, control and analysis are the guarantee, and assessment is the destination. Various methods can be used individually or in combination to form a scientific financial management method system.

Things to note about the financial appraisal system

If any of the following circumstances occurs, the financial personnel shall be dismissed.

(1) Violating financial systems and causing serious chaos in financial work

(2) Refusal to provide or provide false accounting vouchers, accounts, documents and information

(3) Forging, altering, lying, destroying or concealing accounting vouchers and accounting books

(4) Taking advantage of one’s position to illegally possess or falsely claim or defraud company property

(5) Fraud, fraud, illegal personal gain, leaking secrets, embezzlement and misappropriation of company funds

(6) Serious mistakes occur within the scope of work or the company's interests suffer losses due to dereliction of duty

(7) Those who have committed other dereliction of duty or serious mistakes and should be dismissed

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The financial assessment system is a free template. You can get the source file by downloading it, which can be edited, modified and replaced by you. Huajun Software Park also providesSafety management system standard template,Facility and equipment safety management systemdownload.

Version: Free version | Update time: 2024-10-31

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Comments on Financial Appraisal System

  • 1st floor Huajun netizen 2022-02-24 20:27:33
    Free download of financial assessment system, good experience
  • 2nd floor Huajun netizen 2022-01-17 17:12:09
    The financial assessment system template is very comprehensive, thank you!
  • 3rd floor Huajun netizen 2022-01-15 20:04:29
    General template for financial assessment system, very practical

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