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COM 3135: Proposal Assignment
MANAGERIAL PROPOSAL INSTRUCTIONS
Learning outcomes
- Employ Toulmin's CDW model to craft a persuasive message
to internal
stakeholders
- Construct a clear, convincing and impactful written
managerial message
Deliverables
1. A written proposal: Write a persuasive proposal to the school
dean and top
management, as an email message or an email attachment. You
need to convince
the readership that a problem exists and that your solution will
work.
2. An analysis of the argumentation: Write an explanation of
how you have utilized
Toulmin’s CDW model (Roger’s article: ‘Building a case and
arguing with
sophistication’)
Situation
- FIU has been undergoing huge changes recently and
management is keen to receive
feedback from all stakeholders - faculty, staff, students - on
how operations at the
FIU could be further improved.
- You are part of a student working group that has been formed
to assess the present
situation in the school and propose ways in which FIU processes
could be
enhanced.
- In other words, you need to identify an operational problem
and develop a
workable solution to the problem. You can select a pressing
issue that you would
like to have addressed.
- Examples of areas in which you might develop proposals:
1. FIU branding study abroad
2. Food services
3. Registration procedures
4. Library services
5. Sports facilities
6. Cooperation with businesses
7. Organization of studies
8. Housing
�1
https://owl.purdue.edu/owl/general_writing/academic_writing/hi
storical_perspectives_on_argumentation/toulmin_argument.html
COM 3135: Proposal Assignment
Plan and write a proposal for action/change.
You will need to:
1. state (and summarize) the problem
2. identify explicitly the outcomes and benefits of your proposal
3. provide a convincing recommendation with supporting
evidence which shows that
your recommendation is feasible
Request action
- Use Toulmin’s Claim-Data-Warrant communication model and
the persuasive writing
guidelines.
- You will also need to pay attention to effective managerial
writing.
- Properly format your proposal. Include a cover page.
�2
https://owl.purdue.edu/owl/subject_specific_writing/writing_in_
engineering/indot_workshop_resources_for_engineers/document
s/20080628094326_727.pdf
InstructionsExcel Skills | Exercises | Pivot Tableswww.excel-
skills.comInstructionsVersions: Excel 2010 & Excel 2007Our
practical Excel exercises are much more than just exercises! We
design our exercises in such a way that they provide the user
with a mapping of the Excel features that can be used in order
to complete the appropriate task in the most efficient manner
possible. We also reference each step in each exercise to the
appropriate tutorial that needs to be studied in order to be able
to complete the step.The solutions to our comprehensive
exercises are only available to customers who have purchased
either a full or training membership. If you have not purchased
a membership, we unfortunately cannot provide you with any of
the solutions or assist you with any of the steps that are
included in the appropriate exercise.Start the exercise by saving
the workbook on your system, then complete step number 1 and
each subsequent step in the order as listed on this sheet before
comparing your workbook to the solution that we have
provided.StepTaskTutorial1Open the Expenses sheet and note
that one of the column headings is blank - we will not be able to
create a pivot table which includes all the data on the Expenses
sheet if one of the field names that need to be used in our pivot
table is blank. Select cell F4 and enter the following heading for
the column: Tax CodePivot Tables & Pivot Charts : Source Data
Layout2Insert the data on the Expenses sheet into an Excel
table. If the source data of a pivot table is included in an Excel
table, you will not have to edit the source data cell range of the
pivot table when you add additional transactions at the bottom
of the Expenses sheet.Excel Tables : Insert Table3Change the
table name to: ExpTableExcel Tables : About Excel
Tables4Create a pivot table on a new worksheet which is based
on all the cells that have been inserted into the new Excel table.
Use the pivot table to display the total tax inclusive amount for
each supplier that is included in our source data.Pivot Tables &
Pivot Charts : Create a Pivot Table5Rename the new sheet as:
SuppliersWorksheets : Rename6Change the number formatting
in the amount section of the pivot table so that all the amounts
include thousands separators and two decimal numbers. Use the
pivot table feature for this purpose so that the new number
formatting is retained after the pivot table is refreshed.Pivot
Tables & Pivot Charts : Pivot Table Format Values7Change the
column width of column B to 16.Row / Column Formatting :
Format Column Width8Wrap the column heading in column B
so that it is displayed in two lines and center the text.Format
Cells : Wrapping Text9Change the pivot table settings so that
the adjusted column width is retained after refreshing the pivot
table.Pivot Tables & Pivot Charts : Pivot Table Column
Width10Open the Expenses sheet and change the amount in row
16 from 13,000 to 33,000.Edit Data : Edit Data11Open the
Suppliers sheet and note the grand total at the bottom of the
pivot table. Refresh the pivot table and note the change in the
grand total.Pivot Tables & Pivot Charts : Refresh a Pivot
Table12Change the order of the supplier names in column A so
that the suppliers are sorted in a descending order (from Z to
A).Pivot Tables & Pivot Charts : Filter Pivot Table Data13Drill
down to the source data that makes up the supplier total for the
IAS Accountants supplier.Pivot Tables & Pivot Charts : Pivot
Table Data Drill-Down14Rename the new sheet as:
IASWorksheets : Rename15Open the Expenses sheet and create
another pivot table which reflects an expense total (tax
inclusive amount) for each of the payment dates that are
included in column I.Pivot Tables & Pivot Charts : Create a
Pivot Table16Rename the new sheet as: PaymentsWorksheets :
Rename17Complete steps 6 to 9 for the Payments sheet.18Filter
the pivot table so that only payment dates on or after 1 January
2012 is displayed.Pivot Tables & Pivot Charts : Filter Pivot
Table Data19Change the layout of the pivot table so that the
individual bank codes are included in separate columns in the
pivot table.Pivot Tables & Pivot Charts : Change Pivot Table
Layout20Adjust the column widths of all the columns that are
included in the pivot table to 16.Row / Column Formatting :
Format Column Width21Change the formatting style of the
pivot table to Pivot Style Medium 20 (Tip: Hover your mouse
over the appropriate image in the Pivot Table Styles section of
the appropriate ribbon tab in order to display a description for
each of the pivot table styles).Pivot Tables & Pivot Charts :
Pivot Table Tools TabThe following steps only apply to Excel
2010 users - Excel 2007 users can save the workbook and
compare it to the solution that we've provided.22Open the
Suppliers sheet and insert a pivot table slicer which is based on
the account code field.Pivot Table Slicers : Create a
Slicer23Change the layout of the slicer so that it includes three
columns of filter buttons. Increase the width of the slicer so that
all the filter buttons are displayed properly.Pivot Table Slicers :
Format Slicers24Change the formatting style of the slicer to
Slicer Style Dark 2 (Tip: Hover your mouse over the appropriate
image in the Slicer Styles section of the appropriate ribbon tab
in order to display a description for each of the slicer
styles).Pivot Table Slicers : Format Slicers25Filter the pivot
table data with the slicer so that the supplier totals for only
expenses that have been allocated to account IS-375 or account
IS-390 are displayed in the pivot table.Pivot Table Slicers :
Using Slicers26Save the workbook and compare your workbook
to the solution that we've provided.
&9Page &P of &N
http://www.excel-skills.com/excel.asp
ExpensesExample LimitedExpensesDocument
DateSupplierReferenceDescriptionTax Inclusive AmountBank
CodeAccount CodePayment Date2/14/11XY
Solution
sS77782Opening Balance5,100.00AB1BS-5003/2/113/1/11IS
CommunicationsInvoice EXP22Internet Service
Provider179.00AB1IS-
3803/31/113/2/11NewscorpI381119Subscriptions478.00AB1IS-
3754/1/113/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-3403/5/113/15/11Capital
BankBank StatementService Fees50.00AB1IS-
3153/15/113/15/11Capital BankBank StatementService
Fees35.00AB2IS-3153/15/113/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3054/2/113/15/11InterfloraCashFlowers90.00APCIS-
3453/15/113/18/11QQ
InternationalTR6998Parking200.00AB1IS-
3903/18/113/20/11Example (Pty) LtdTransferInter Account
Transfer-15,000.00EB2BS-3993/20/113/20/11Example (Pty)
LtdTransferInter Account Transfer15,000.00EB1BS-
3993/20/113/26/11Example (Pty)
LtdPayrollSalaries13,000.00EB2IS-3653/26/113/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7003/26/113/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5003/26/113/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-3503/26/113/31/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement100.00EB1BS-
3993/31/113/31/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement-100.00EPCBS-3993/31/114/1/11IS
CommunicationsInvoice EXP23Internet Service
Provider179.00AB1IS-3805/1/114/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-
3404/5/114/12/11InterfloraCashFlowers87.00APCIS-
3454/12/114/15/11Capital BankBank StatementService
Fees80.00AB1IS-3154/15/114/15/11Capital BankBank
StatementService Fees35.00AB2IS-3154/15/114/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3055/3/114/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3994/20/114/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3994/20/114/25/11Inland RevenueReturnSales
Tax1,300.00EB1BS-6004/25/114/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3654/26/114/26/11Furniture
CityInvoiceFurniture3,000.00AB1BS-1005/26/114/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7004/26/114/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5004/26/114/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-3504/26/114/29/11GF
SuppliesIN1179Consumables41.00APCIS-
3255/29/114/30/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement100.00EB1BS-3994/30/114/30/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-
3994/30/115/1/11IS CommunicationsInvoice EXP24Internet
Service Provider179.00AB1IS-3805/31/115/1/11Training
IncInvoiceCourse220.00AB1IS-3855/31/115/5/11EAG
BrokersDebit OrderInsurance340.00AB1IS-3405/5/115/7/11City
LodgeS50037Accommodation563.00AB1IS-
3905/7/115/7/11WaltonsInvoiceStationery982.00AB1IS-
3706/6/115/15/11Capital BankBank StatementService
Fees80.00AB1IS-3155/15/115/15/11Capital BankBank
StatementService Fees35.00AB2IS-3155/15/115/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3056/2/115/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3995/20/115/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3995/20/115/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3655/26/115/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7005/26/115/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5005/26/115/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-
3505/26/115/29/11InterfloraCashFlowers65.00APCIS-
3455/29/115/31/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement100.00EB1BS-3995/31/115/31/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-
3995/31/116/1/11IS CommunicationsInvoice EXP25Internet
Service Provider179.00AB1IS-3807/1/116/5/11EAG
BrokersDebit OrderInsurance340.00AB1IS-
3406/5/116/15/11Capital BankBank StatementService
Fees80.00AB1IS-3156/15/116/15/11Capital BankBank
StatementService Fees35.00AB2IS-3156/15/116/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3057/3/116/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3996/20/116/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3996/20/116/22/11InterfloraCashFlowers110.00APCIS-
3456/22/116/25/11Inland RevenueReturnSales
Tax8,700.00EB1BS-6006/25/116/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3656/26/116/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7006/26/116/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5006/26/116/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-3506/26/116/26/11SA
AirlinesSA11235Travel1,782.00AB1IS-
3906/26/116/30/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement100.00EB1BS-3996/30/116/30/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-
3996/30/117/1/11IS CommunicationsInvoice EXP26Internet
Service Provider179.00AB1IS-
3807/31/117/2/11WaltonsInvoiceStationery761.00AB1IS-
3708/1/117/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-3407/5/117/15/11Capital
BankBank StatementService Fees80.00AB1IS-
3157/15/117/15/11Capital BankBank StatementService
Fees35.00AB2IS-3157/15/117/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3058/2/117/16/11InterfloraCashFlowers29.00APCIS-
3457/16/117/17/11GF
SuppliesIN1181Consumables937.00AB1IS-
3258/16/117/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3997/20/117/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3997/20/117/25/11ACC InstituteM00321037Annual
Membership2,000.00AB1IS-3758/24/117/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3657/26/117/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7007/26/117/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5007/26/117/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-3507/26/117/31/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement50.00EB1BS-
3997/31/117/31/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement-50.00EPCBS-3997/31/118/1/11IS
CommunicationsInvoice EXP27Internet Service
Provider179.00AB1IS-3808/31/118/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-
3408/5/118/9/11InterfloraCashFlowers78.00APCIS-
3458/9/118/13/11XY TradersInvoice
9987Commission747.00AB1IS-3209/12/118/15/11Capital
BankBank StatementService Fees80.00AB1IS-
3158/15/118/15/11Capital BankBank StatementService
Fees35.00AB2IS-3158/15/118/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3059/2/118/15/11SA AirlinesSA11988Travel1,278.00AB1IS-
3908/15/118/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3998/20/118/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3998/20/118/21/11JSE BrokersRemittanceShare
investment3,750.00EB1BS-2008/21/118/25/11Inland
RevenueReturnSales Tax6,600.00EB1BS-
6008/25/118/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3658/26/118/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7008/26/118/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5008/26/118/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-
3508/26/118/27/11WaltonsInvoiceStationery234.00AB1IS-
3709/26/118/31/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement50.00EB1BS-3998/31/118/31/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement-50.00EPCBS-
3998/31/118/31/11Inland RevenueReturnProvisional
Tax2,600.00EB1IS-6008/31/119/1/11IS CommunicationsInvoice
EXP28Internet Service Provider179.00AB1IS-
38010/1/119/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-3409/5/119/13/11Training
IncInvoiceCourse277.48AB1IS-38510/13/119/15/11Capital
BankBank StatementService Fees80.00AB1IS-
3159/15/119/15/11Capital BankBank StatementService
Fees35.00AB2IS-3159/15/119/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
30510/3/119/18/11MunicipalityStatementRates5,620.00AB1IS-
3959/18/119/18/11QA AttorneysInvoiceLegal
advice12,500.00AB1IS-3609/18/119/20/11Example (Pty)
LtdTransferInter Account Transfer-20,000.00EB2BS-
3999/20/119/20/11Example (Pty) LtdTransferInter Account
Transfer20,000.00EB1BS-
3999/20/119/21/11InterfloraCashFlowers90.00APCIS-
3459/21/119/24/11XY
TradersInvoice11203Commission4,242.00AB1IS-
32010/24/119/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3659/26/119/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7009/26/119/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-5009/26/119/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-3509/26/119/30/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement100.00EB1BS-
3999/30/119/30/11Example (Pty) LtdBank StatementPetty Cash
Reimbursement-100.00EPCBS-3999/30/1110/1/11IS
CommunicationsInvoice EXP29Internet Service
Provider179.00AB1IS-38010/31/1110/4/11GF
SuppliesIN1185Consumables62.00APCIS-32511/3/1110/4/11SA
AirlinesSA12741Travel1,887.00AB1IS-39010/4/1110/5/11EAG
BrokersDebit OrderInsurance340.00AB1IS-
34010/5/1110/15/11Capital BankBank StatementService
Fees80.00AB1IS-31510/15/1110/15/11Capital BankBank
StatementService Fees35.00AB2IS-31510/15/1110/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
30511/2/1110/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-39910/20/1110/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
39910/20/1110/22/11WaltonsInvoiceStationery289.00AB1IS-
37011/21/1110/25/11Inland RevenueReturnSales
Tax3,300.00EB1BS-60010/25/1110/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-36510/26/1110/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
70010/26/1110/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-50010/26/1110/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-
35010/26/1110/28/11InterfloraCashFlowers218.00APCIS-
34510/28/1110/31/11Example (Pty) LtdBank StatementPetty
Cash Reimbursement200.00EB1BS-
39910/31/1110/31/11Example (Pty) LtdBank StatementPetty
Cash Reimbursement-200.00EPCBS-39910/31/1111/1/11IS
CommunicationsInvoice EXP30Internet Service
Provider179.00AB1IS-38012/1/1111/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-34011/5/1111/5/11XY
TradersInvoice 12987Commission982.00AB1IS-
32012/5/1111/15/11Capital BankBank StatementService
Fees80.00AB1IS-31511/15/1111/15/11Capital BankBank
StatementService Fees35.00AB2IS-31511/15/1111/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
30512/3/1111/19/11InterfloraCashFlowers102.00APCIS-
34511/19/1111/20/11Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-39911/20/1111/20/11Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
39911/20/1111/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-36511/26/1111/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
70011/26/1111/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-50011/26/1111/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-35011/26/1111/30/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement170.00EB1BS-
39911/30/1111/30/11Example (Pty) LtdBank StatementPetty
Cash Reimbursement-170.00EPCBS-39911/30/1112/1/11IS
CommunicationsInvoice EXP31Internet Service
Provider179.00AB1IS-38012/31/1112/5/11EAG BrokersDebit
OrderInsurance340.00AB1IS-
34012/5/1112/6/11InterfloraCashFlowers96.00APCIS-
34512/6/1112/15/11Capital BankBank StatementService
Fees80.00AB1IS-31512/15/1112/15/11Capital BankBank
StatementService Fees35.00AB2IS-31512/15/1112/15/11IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3051/2/1212/17/11NewscorpM00353051Subscriptions120.00AB
1IS-3751/16/1212/17/11WaltonsInvoiceStationery310.00AB1IS-
3701/16/1212/17/11XY TradersInvoice
13432Commission962.00AB1IS-3201/16/1212/20/11Example
(Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-
39912/20/1112/20/11Example (Pty) LtdTransferInter Account
Transfer20,000.00EB1BS-39912/20/1112/22/11GF
SuppliesIN1192Consumables61.00APCIS-
3251/21/1212/25/11Inland RevenueReturnSales
Tax8,400.00EB1BS-60012/25/1112/26/11Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-36512/26/1112/26/11HP
FinanceDebit OrderCapital repayment220.00EB1BS-
70012/26/1112/26/11HP FinanceDebit OrderInterest
paid100.00EB1IS-50012/26/1112/26/11PR PropertiesDebit
OrderRent6,400.00AB1IS-35012/26/1112/31/11Example (Pty)
LtdBank StatementPetty Cash Reimbursement100.00EB1BS-
39912/31/1112/31/11Example (Pty) LtdBank StatementPetty
Cash Reimbursement-100.00EPCBS-39912/31/111/1/12IS
CommunicationsInvoice EXP32Internet Service
Provider179.00AB1IS-3801/31/121/5/12EAG BrokersDebit
OrderInsurance340.00AB1IS-3401/5/121/15/12Capital
BankBank StatementService Fees80.00AB1IS-
3151/15/121/15/12Capital BankBank StatementService
Fees35.00AB2IS-3151/15/121/15/12IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3052/2/121/16/12InterfloraCashFlowers105.00APCIS-
3451/16/121/20/12Example (Pty) LtdTransferInter Account
Transfer-20,000.00EB2BS-3991/20/121/20/12Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3991/20/121/26/12Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3651/26/121/26/12HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7001/26/121/26/12HP FinanceDebit OrderInterest
paid100.00EB1IS-5001/26/121/26/12PR PropertiesDebit
OrderRent6,400.00AB1IS-3501/26/121/26/12Training
IncInvoiceTraining389.25AB1IS-3851/31/121/28/12XY
TradersInvoice 14278Commission514.00AB1IS-
3202/27/121/31/12Example (Pty) LtdBank StatementPetty Cash
Reimbursement170.00EB1BS-3991/31/121/31/12Example (Pty)
LtdBank StatementPetty Cash Reimbursement-170.00EPCBS-
3991/31/122/1/12IS CommunicationsInvoice EXP33Internet
Service Provider179.00AB1IS-3802/5/12EAG BrokersDebit
OrderInsurance340.00AB1IS-
3402/5/122/11/12WaltonsInvoiceStationery289.00AB1IS-
3702/15/12Capital BankBank StatementService
Fees80.00AB1IS-3152/15/122/15/12Capital BankBank
StatementService Fees35.00AB2IS-3152/15/122/15/12IAS
AccountantsInvoiceBookkeeping1,000.00AB1IS-
3052/20/12Example (Pty) LtdTransferInter Account Transfer-
20,000.00EB2BS-3992/20/122/20/12Example (Pty)
LtdTransferInter Account Transfer20,000.00EB1BS-
3992/20/122/25/12Inland RevenueReturnSales
Tax2,200.00EB1BS-
6002/25/122/25/12InterfloraCashFlowers75.00APCIS-
3452/25/122/26/12DF EquipmentInvoiceOffice
equipment10,000.00AB1BS-1002/26/12Example (Pty)
LtdPayrollSalaries20,000.00EB2IS-3652/26/122/26/12HP
FinanceDebit OrderCapital repayment220.00EB1BS-
7002/26/122/26/12HP FinanceDebit OrderInterest
paid100.00EB1IS-5002/26/122/26/12PR PropertiesDebit
OrderRent6,400.00AB1IS-3502/26/122/29/12Example (Pty)
LtdBank StatementPetty Cash Reimbursement70.00EB1BS-
3992/29/122/29/12Example (Pty) LtdBank StatementPetty Cash
Reimbursement-70.00EPCBS-3992/29/122/29/12Inland
RevenueReturnProvisional Tax3,700.00EB1IS-6002/29/12

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COM 3135 Proposal AssignmentMANAGERIAL PROPOSAL INSTRUCTI.docx

  • 1. COM 3135: Proposal Assignment MANAGERIAL PROPOSAL INSTRUCTIONS Learning outcomes - Employ Toulmin's CDW model to craft a persuasive message to internal stakeholders - Construct a clear, convincing and impactful written managerial message Deliverables 1. A written proposal: Write a persuasive proposal to the school dean and top management, as an email message or an email attachment. You need to convince the readership that a problem exists and that your solution will work. 2. An analysis of the argumentation: Write an explanation of how you have utilized Toulmin’s CDW model (Roger’s article: ‘Building a case and arguing with sophistication’)
  • 2. Situation - FIU has been undergoing huge changes recently and management is keen to receive feedback from all stakeholders - faculty, staff, students - on how operations at the FIU could be further improved. - You are part of a student working group that has been formed to assess the present situation in the school and propose ways in which FIU processes could be enhanced. - In other words, you need to identify an operational problem and develop a workable solution to the problem. You can select a pressing issue that you would like to have addressed. - Examples of areas in which you might develop proposals: 1. FIU branding study abroad 2. Food services 3. Registration procedures
  • 3. 4. Library services 5. Sports facilities 6. Cooperation with businesses 7. Organization of studies 8. Housing �1 https://owl.purdue.edu/owl/general_writing/academic_writing/hi storical_perspectives_on_argumentation/toulmin_argument.html COM 3135: Proposal Assignment Plan and write a proposal for action/change. You will need to: 1. state (and summarize) the problem 2. identify explicitly the outcomes and benefits of your proposal 3. provide a convincing recommendation with supporting evidence which shows that
  • 4. your recommendation is feasible Request action - Use Toulmin’s Claim-Data-Warrant communication model and the persuasive writing guidelines. - You will also need to pay attention to effective managerial writing. - Properly format your proposal. Include a cover page. �2 https://owl.purdue.edu/owl/subject_specific_writing/writing_in_ engineering/indot_workshop_resources_for_engineers/document s/20080628094326_727.pdf InstructionsExcel Skills | Exercises | Pivot Tableswww.excel- skills.comInstructionsVersions: Excel 2010 & Excel 2007Our practical Excel exercises are much more than just exercises! We design our exercises in such a way that they provide the user with a mapping of the Excel features that can be used in order to complete the appropriate task in the most efficient manner possible. We also reference each step in each exercise to the appropriate tutorial that needs to be studied in order to be able to complete the step.The solutions to our comprehensive exercises are only available to customers who have purchased either a full or training membership. If you have not purchased a membership, we unfortunately cannot provide you with any of the solutions or assist you with any of the steps that are included in the appropriate exercise.Start the exercise by saving
  • 5. the workbook on your system, then complete step number 1 and each subsequent step in the order as listed on this sheet before comparing your workbook to the solution that we have provided.StepTaskTutorial1Open the Expenses sheet and note that one of the column headings is blank - we will not be able to create a pivot table which includes all the data on the Expenses sheet if one of the field names that need to be used in our pivot table is blank. Select cell F4 and enter the following heading for the column: Tax CodePivot Tables & Pivot Charts : Source Data Layout2Insert the data on the Expenses sheet into an Excel table. If the source data of a pivot table is included in an Excel table, you will not have to edit the source data cell range of the pivot table when you add additional transactions at the bottom of the Expenses sheet.Excel Tables : Insert Table3Change the table name to: ExpTableExcel Tables : About Excel Tables4Create a pivot table on a new worksheet which is based on all the cells that have been inserted into the new Excel table. Use the pivot table to display the total tax inclusive amount for each supplier that is included in our source data.Pivot Tables & Pivot Charts : Create a Pivot Table5Rename the new sheet as: SuppliersWorksheets : Rename6Change the number formatting in the amount section of the pivot table so that all the amounts include thousands separators and two decimal numbers. Use the pivot table feature for this purpose so that the new number formatting is retained after the pivot table is refreshed.Pivot Tables & Pivot Charts : Pivot Table Format Values7Change the column width of column B to 16.Row / Column Formatting : Format Column Width8Wrap the column heading in column B so that it is displayed in two lines and center the text.Format Cells : Wrapping Text9Change the pivot table settings so that the adjusted column width is retained after refreshing the pivot table.Pivot Tables & Pivot Charts : Pivot Table Column Width10Open the Expenses sheet and change the amount in row 16 from 13,000 to 33,000.Edit Data : Edit Data11Open the Suppliers sheet and note the grand total at the bottom of the pivot table. Refresh the pivot table and note the change in the
  • 6. grand total.Pivot Tables & Pivot Charts : Refresh a Pivot Table12Change the order of the supplier names in column A so that the suppliers are sorted in a descending order (from Z to A).Pivot Tables & Pivot Charts : Filter Pivot Table Data13Drill down to the source data that makes up the supplier total for the IAS Accountants supplier.Pivot Tables & Pivot Charts : Pivot Table Data Drill-Down14Rename the new sheet as: IASWorksheets : Rename15Open the Expenses sheet and create another pivot table which reflects an expense total (tax inclusive amount) for each of the payment dates that are included in column I.Pivot Tables & Pivot Charts : Create a Pivot Table16Rename the new sheet as: PaymentsWorksheets : Rename17Complete steps 6 to 9 for the Payments sheet.18Filter the pivot table so that only payment dates on or after 1 January 2012 is displayed.Pivot Tables & Pivot Charts : Filter Pivot Table Data19Change the layout of the pivot table so that the individual bank codes are included in separate columns in the pivot table.Pivot Tables & Pivot Charts : Change Pivot Table Layout20Adjust the column widths of all the columns that are included in the pivot table to 16.Row / Column Formatting : Format Column Width21Change the formatting style of the pivot table to Pivot Style Medium 20 (Tip: Hover your mouse over the appropriate image in the Pivot Table Styles section of the appropriate ribbon tab in order to display a description for each of the pivot table styles).Pivot Tables & Pivot Charts : Pivot Table Tools TabThe following steps only apply to Excel 2010 users - Excel 2007 users can save the workbook and compare it to the solution that we've provided.22Open the Suppliers sheet and insert a pivot table slicer which is based on the account code field.Pivot Table Slicers : Create a Slicer23Change the layout of the slicer so that it includes three columns of filter buttons. Increase the width of the slicer so that all the filter buttons are displayed properly.Pivot Table Slicers : Format Slicers24Change the formatting style of the slicer to Slicer Style Dark 2 (Tip: Hover your mouse over the appropriate image in the Slicer Styles section of the appropriate ribbon tab
  • 7. in order to display a description for each of the slicer styles).Pivot Table Slicers : Format Slicers25Filter the pivot table data with the slicer so that the supplier totals for only expenses that have been allocated to account IS-375 or account IS-390 are displayed in the pivot table.Pivot Table Slicers : Using Slicers26Save the workbook and compare your workbook to the solution that we've provided. &9Page &P of &N http://www.excel-skills.com/excel.asp ExpensesExample LimitedExpensesDocument DateSupplierReferenceDescriptionTax Inclusive AmountBank CodeAccount CodePayment Date2/14/11XY Solution sS77782Opening Balance5,100.00AB1BS-5003/2/113/1/11IS CommunicationsInvoice EXP22Internet Service Provider179.00AB1IS- 3803/31/113/2/11NewscorpI381119Subscriptions478.00AB1IS- 3754/1/113/5/11EAG BrokersDebit OrderInsurance340.00AB1IS-3403/5/113/15/11Capital BankBank StatementService Fees50.00AB1IS- 3153/15/113/15/11Capital BankBank StatementService Fees35.00AB2IS-3153/15/113/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3054/2/113/15/11InterfloraCashFlowers90.00APCIS- 3453/15/113/18/11QQ InternationalTR6998Parking200.00AB1IS-
  • 8. 3903/18/113/20/11Example (Pty) LtdTransferInter Account Transfer-15,000.00EB2BS-3993/20/113/20/11Example (Pty) LtdTransferInter Account Transfer15,000.00EB1BS- 3993/20/113/26/11Example (Pty) LtdPayrollSalaries13,000.00EB2IS-3653/26/113/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 7003/26/113/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5003/26/113/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-3503/26/113/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS- 3993/31/113/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-3993/31/114/1/11IS CommunicationsInvoice EXP23Internet Service Provider179.00AB1IS-3805/1/114/5/11EAG BrokersDebit OrderInsurance340.00AB1IS- 3404/5/114/12/11InterfloraCashFlowers87.00APCIS- 3454/12/114/15/11Capital BankBank StatementService Fees80.00AB1IS-3154/15/114/15/11Capital BankBank StatementService Fees35.00AB2IS-3154/15/114/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3055/3/114/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3994/20/114/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3994/20/114/25/11Inland RevenueReturnSales Tax1,300.00EB1BS-6004/25/114/26/11Example (Pty)
  • 9. LtdPayrollSalaries20,000.00EB2IS-3654/26/114/26/11Furniture CityInvoiceFurniture3,000.00AB1BS-1005/26/114/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 7004/26/114/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5004/26/114/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-3504/26/114/29/11GF SuppliesIN1179Consumables41.00APCIS- 3255/29/114/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS-3994/30/114/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS- 3994/30/115/1/11IS CommunicationsInvoice EXP24Internet Service Provider179.00AB1IS-3805/31/115/1/11Training IncInvoiceCourse220.00AB1IS-3855/31/115/5/11EAG BrokersDebit OrderInsurance340.00AB1IS-3405/5/115/7/11City LodgeS50037Accommodation563.00AB1IS- 3905/7/115/7/11WaltonsInvoiceStationery982.00AB1IS- 3706/6/115/15/11Capital BankBank StatementService Fees80.00AB1IS-3155/15/115/15/11Capital BankBank StatementService Fees35.00AB2IS-3155/15/115/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3056/2/115/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3995/20/115/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3995/20/115/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3655/26/115/26/11HP
  • 10. FinanceDebit OrderCapital repayment220.00EB1BS- 7005/26/115/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5005/26/115/26/11PR PropertiesDebit OrderRent6,400.00AB1IS- 3505/26/115/29/11InterfloraCashFlowers65.00APCIS- 3455/29/115/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS-3995/31/115/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS- 3995/31/116/1/11IS CommunicationsInvoice EXP25Internet Service Provider179.00AB1IS-3807/1/116/5/11EAG BrokersDebit OrderInsurance340.00AB1IS- 3406/5/116/15/11Capital BankBank StatementService Fees80.00AB1IS-3156/15/116/15/11Capital BankBank StatementService Fees35.00AB2IS-3156/15/116/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3057/3/116/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3996/20/116/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3996/20/116/22/11InterfloraCashFlowers110.00APCIS- 3456/22/116/25/11Inland RevenueReturnSales Tax8,700.00EB1BS-6006/25/116/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3656/26/116/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 7006/26/116/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5006/26/116/26/11PR PropertiesDebit
  • 11. OrderRent6,400.00AB1IS-3506/26/116/26/11SA AirlinesSA11235Travel1,782.00AB1IS- 3906/26/116/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS-3996/30/116/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS- 3996/30/117/1/11IS CommunicationsInvoice EXP26Internet Service Provider179.00AB1IS- 3807/31/117/2/11WaltonsInvoiceStationery761.00AB1IS- 3708/1/117/5/11EAG BrokersDebit OrderInsurance340.00AB1IS-3407/5/117/15/11Capital BankBank StatementService Fees80.00AB1IS- 3157/15/117/15/11Capital BankBank StatementService Fees35.00AB2IS-3157/15/117/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3058/2/117/16/11InterfloraCashFlowers29.00APCIS- 3457/16/117/17/11GF SuppliesIN1181Consumables937.00AB1IS- 3258/16/117/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3997/20/117/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3997/20/117/25/11ACC InstituteM00321037Annual Membership2,000.00AB1IS-3758/24/117/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3657/26/117/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 7007/26/117/26/11HP FinanceDebit OrderInterest
  • 12. paid100.00EB1IS-5007/26/117/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-3507/26/117/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement50.00EB1BS- 3997/31/117/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-50.00EPCBS-3997/31/118/1/11IS CommunicationsInvoice EXP27Internet Service Provider179.00AB1IS-3808/31/118/5/11EAG BrokersDebit OrderInsurance340.00AB1IS- 3408/5/118/9/11InterfloraCashFlowers78.00APCIS- 3458/9/118/13/11XY TradersInvoice 9987Commission747.00AB1IS-3209/12/118/15/11Capital BankBank StatementService Fees80.00AB1IS- 3158/15/118/15/11Capital BankBank StatementService Fees35.00AB2IS-3158/15/118/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3059/2/118/15/11SA AirlinesSA11988Travel1,278.00AB1IS- 3908/15/118/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3998/20/118/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3998/20/118/21/11JSE BrokersRemittanceShare investment3,750.00EB1BS-2008/21/118/25/11Inland RevenueReturnSales Tax6,600.00EB1BS- 6008/25/118/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3658/26/118/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS-
  • 13. 7008/26/118/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5008/26/118/26/11PR PropertiesDebit OrderRent6,400.00AB1IS- 3508/26/118/27/11WaltonsInvoiceStationery234.00AB1IS- 3709/26/118/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement50.00EB1BS-3998/31/118/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-50.00EPCBS- 3998/31/118/31/11Inland RevenueReturnProvisional Tax2,600.00EB1IS-6008/31/119/1/11IS CommunicationsInvoice EXP28Internet Service Provider179.00AB1IS- 38010/1/119/5/11EAG BrokersDebit OrderInsurance340.00AB1IS-3409/5/119/13/11Training IncInvoiceCourse277.48AB1IS-38510/13/119/15/11Capital BankBank StatementService Fees80.00AB1IS- 3159/15/119/15/11Capital BankBank StatementService Fees35.00AB2IS-3159/15/119/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 30510/3/119/18/11MunicipalityStatementRates5,620.00AB1IS- 3959/18/119/18/11QA AttorneysInvoiceLegal advice12,500.00AB1IS-3609/18/119/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS- 3999/20/119/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3999/20/119/21/11InterfloraCashFlowers90.00APCIS- 3459/21/119/24/11XY
  • 14. TradersInvoice11203Commission4,242.00AB1IS- 32010/24/119/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3659/26/119/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 7009/26/119/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-5009/26/119/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-3509/26/119/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS- 3999/30/119/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-3999/30/1110/1/11IS CommunicationsInvoice EXP29Internet Service Provider179.00AB1IS-38010/31/1110/4/11GF SuppliesIN1185Consumables62.00APCIS-32511/3/1110/4/11SA AirlinesSA12741Travel1,887.00AB1IS-39010/4/1110/5/11EAG BrokersDebit OrderInsurance340.00AB1IS- 34010/5/1110/15/11Capital BankBank StatementService Fees80.00AB1IS-31510/15/1110/15/11Capital BankBank StatementService Fees35.00AB2IS-31510/15/1110/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 30511/2/1110/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-39910/20/1110/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 39910/20/1110/22/11WaltonsInvoiceStationery289.00AB1IS- 37011/21/1110/25/11Inland RevenueReturnSales Tax3,300.00EB1BS-60010/25/1110/26/11Example (Pty)
  • 15. LtdPayrollSalaries20,000.00EB2IS-36510/26/1110/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS- 70010/26/1110/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-50010/26/1110/26/11PR PropertiesDebit OrderRent6,400.00AB1IS- 35010/26/1110/28/11InterfloraCashFlowers218.00APCIS- 34510/28/1110/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement200.00EB1BS- 39910/31/1110/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-200.00EPCBS-39910/31/1111/1/11IS CommunicationsInvoice EXP30Internet Service Provider179.00AB1IS-38012/1/1111/5/11EAG BrokersDebit OrderInsurance340.00AB1IS-34011/5/1111/5/11XY TradersInvoice 12987Commission982.00AB1IS- 32012/5/1111/15/11Capital BankBank StatementService Fees80.00AB1IS-31511/15/1111/15/11Capital BankBank StatementService Fees35.00AB2IS-31511/15/1111/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 30512/3/1111/19/11InterfloraCashFlowers102.00APCIS- 34511/19/1111/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-39911/20/1111/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 39911/20/1111/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-36511/26/1111/26/11HP FinanceDebit OrderCapital repayment220.00EB1BS-
  • 16. 70011/26/1111/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-50011/26/1111/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-35011/26/1111/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement170.00EB1BS- 39911/30/1111/30/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-170.00EPCBS-39911/30/1112/1/11IS CommunicationsInvoice EXP31Internet Service Provider179.00AB1IS-38012/31/1112/5/11EAG BrokersDebit OrderInsurance340.00AB1IS- 34012/5/1112/6/11InterfloraCashFlowers96.00APCIS- 34512/6/1112/15/11Capital BankBank StatementService Fees80.00AB1IS-31512/15/1112/15/11Capital BankBank StatementService Fees35.00AB2IS-31512/15/1112/15/11IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3051/2/1212/17/11NewscorpM00353051Subscriptions120.00AB 1IS-3751/16/1212/17/11WaltonsInvoiceStationery310.00AB1IS- 3701/16/1212/17/11XY TradersInvoice 13432Commission962.00AB1IS-3201/16/1212/20/11Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS- 39912/20/1112/20/11Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS-39912/20/1112/22/11GF SuppliesIN1192Consumables61.00APCIS- 3251/21/1212/25/11Inland RevenueReturnSales Tax8,400.00EB1BS-60012/25/1112/26/11Example (Pty) LtdPayrollSalaries20,000.00EB2IS-36512/26/1112/26/11HP
  • 17. FinanceDebit OrderCapital repayment220.00EB1BS- 70012/26/1112/26/11HP FinanceDebit OrderInterest paid100.00EB1IS-50012/26/1112/26/11PR PropertiesDebit OrderRent6,400.00AB1IS-35012/26/1112/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement100.00EB1BS- 39912/31/1112/31/11Example (Pty) LtdBank StatementPetty Cash Reimbursement-100.00EPCBS-39912/31/111/1/12IS CommunicationsInvoice EXP32Internet Service Provider179.00AB1IS-3801/31/121/5/12EAG BrokersDebit OrderInsurance340.00AB1IS-3401/5/121/15/12Capital BankBank StatementService Fees80.00AB1IS- 3151/15/121/15/12Capital BankBank StatementService Fees35.00AB2IS-3151/15/121/15/12IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3052/2/121/16/12InterfloraCashFlowers105.00APCIS- 3451/16/121/20/12Example (Pty) LtdTransferInter Account Transfer-20,000.00EB2BS-3991/20/121/20/12Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3991/20/121/26/12Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3651/26/121/26/12HP FinanceDebit OrderCapital repayment220.00EB1BS- 7001/26/121/26/12HP FinanceDebit OrderInterest paid100.00EB1IS-5001/26/121/26/12PR PropertiesDebit OrderRent6,400.00AB1IS-3501/26/121/26/12Training IncInvoiceTraining389.25AB1IS-3851/31/121/28/12XY
  • 18. TradersInvoice 14278Commission514.00AB1IS- 3202/27/121/31/12Example (Pty) LtdBank StatementPetty Cash Reimbursement170.00EB1BS-3991/31/121/31/12Example (Pty) LtdBank StatementPetty Cash Reimbursement-170.00EPCBS- 3991/31/122/1/12IS CommunicationsInvoice EXP33Internet Service Provider179.00AB1IS-3802/5/12EAG BrokersDebit OrderInsurance340.00AB1IS- 3402/5/122/11/12WaltonsInvoiceStationery289.00AB1IS- 3702/15/12Capital BankBank StatementService Fees80.00AB1IS-3152/15/122/15/12Capital BankBank StatementService Fees35.00AB2IS-3152/15/122/15/12IAS AccountantsInvoiceBookkeeping1,000.00AB1IS- 3052/20/12Example (Pty) LtdTransferInter Account Transfer- 20,000.00EB2BS-3992/20/122/20/12Example (Pty) LtdTransferInter Account Transfer20,000.00EB1BS- 3992/20/122/25/12Inland RevenueReturnSales Tax2,200.00EB1BS- 6002/25/122/25/12InterfloraCashFlowers75.00APCIS- 3452/25/122/26/12DF EquipmentInvoiceOffice equipment10,000.00AB1BS-1002/26/12Example (Pty) LtdPayrollSalaries20,000.00EB2IS-3652/26/122/26/12HP FinanceDebit OrderCapital repayment220.00EB1BS- 7002/26/122/26/12HP FinanceDebit OrderInterest paid100.00EB1IS-5002/26/122/26/12PR PropertiesDebit OrderRent6,400.00AB1IS-3502/26/122/29/12Example (Pty)
  • 19. LtdBank StatementPetty Cash Reimbursement70.00EB1BS- 3992/29/122/29/12Example (Pty) LtdBank StatementPetty Cash Reimbursement-70.00EPCBS-3992/29/122/29/12Inland RevenueReturnProvisional Tax3,700.00EB1IS-6002/29/12