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AAT Level 2 Accounting Costing Accounting Finance Computerised
 
Modules
Working Effectively in Accounts & Finance
   

Communication

The process of passing information from person to another

Communication must be:

  • Clear and easily understood
  • Correct
  • Provided at the right time
  • Can be internal or external
  • Most appropriate channel should be selected

Methods of Communication

Oral
Face to face individually or in meetings/telephone/video conferencing

Written
Letters, notes, reports, bulletins, newsletters, e-mail, fax

E-MAILS

  • Should be professional
  • Should be prompt
  • Should be polite
  • Include subject
  • CC – carbon copy
  • Bcc – blind carbon copy: each recipient does not see addresses of other recipients (options, field, Bcc)
  • Consider addressing recipient and signing off
  • Check for house style

MEMORANDUM

  • A formal note either hand written or word processed, may be sent by email
  • Use to give instructions, request information, make suggestions, confirm conversations
  • Includes To, From, CC, Date, Subject
  • The text
  • Signature
  • Details of any enclosures

NOTE

  • Informal
  • Ensure it is legible
  • Indicates who it is to, from, date and time

Fax (Facsimile)

  • Useful for sending copies of documents, e.g. Invoices
  • Include a cover sheet which states who the fax is to, from ,date, number of pages being sent

Letter

  • Sent on letter heading
  • There may be specific house style which must be followed which will include
  • Font style and font size
  • Margin sizes
  • Where to position recipients name and address, date, any reference

Formal Report

  • Title
  • Terms of Reference (introduction – purpose of report)
  • Procedures (how the information was gathered)
  • Findings
  • Conclusion
  • Recommendations
  • Appendices

Informal Report

  • Used to communicate routine matters
  • Title and date (include to, from,)
  • Introduction (what the report is about, who asked for it, deadlines)
  • Findings
  • Conclusions and Recommendations (if requested)
  • Avoid abbreviations
   
 
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