Document Categories
Classify the document as one of the following types:Financial Documents
| Document Type | Description |
|---|---|
| A bill requesting payment for goods/services provided | |
| Proof of payment received for goods/services | |
| A summary of account transactions over a period | |
| A document sent with payment explaining what it covers | |
| Confirmation that a payment has been processed | |
| A formal request for payment | |
| A demand letter for overdue payment | |
| Banking information or account details | |
| Instructions for electronic money transfers | |
| Bank checks or cheques | |
| Document issued to reduce amount owed (returns, discounts) | |
| Document increasing amount owed (additional charges) | |
| Preliminary bill sent before goods/services delivery | |
| Record of bank account transactions over a period | |
| Summary of business expenses for reimbursement |
Sales & Procurement Documents
| Document Type | Description |
|---|---|
| A buyer’s request to purchase goods/services | |
| A seller’s confirmation of a sale transaction | |
| A preliminary pricing proposal for goods/services | |
| A detailed business proposal or bid | |
| A standardized form for placing orders | |
| Confirmation that an order has been received/accepted | |
| A modification to an existing order or contract |
Logistics Documents
| Document Type | Description |
|---|---|
| Notification of goods being shipped | |
| Confirmation of goods delivered | |
| List of items in a shipment | |
| Shipping document and receipt of goods | |
| Confirmation of goods received and inspected |
HR & Employment Documents
| Document Type | Description |
|---|---|
| Employee salary payment confirmation and details | |
| Record of hours worked | |
| Job agreement terms |
Legal & Contract Documents
| Document Type | Description |
|---|---|
| Legal agreement between parties | |
| Formal agreement to buy goods/services | |
| Contract for service provision | |
| Confidentiality agreement (NDA) | |
| Legal terms governing transactions |
Operations Documents
| Document Type | Description |
|---|---|
| Stock levels and inventory details | |
| Authorization to return goods (RMA) |
Compliance Documents
| Document Type | Description |
|---|---|
| Tax-related documents (W-2, 1099, etc.) | |
| Import/export documentation | |
| Document certifying goods’ country of origin | |
| Regulatory compliance documentation |