Business Filing System Small Business Company Folder Structure Template

Every business is different so your filing system will be different too.

Business filing system small business company folder structure template.

Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information. A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts. Filing receipts and invoices properly is one of the most important things a small business needs to do.

Digital filing systems automate the finding files aspect of your office filing system. Work with managers to create subfolders that best meet each team s needs. Very small or new businesses can start off with one folder filled with dividers for each section. Receipts and invoices.

Remember to include whether or not the file will be on your computer system an in house server in the cloud or filed in a physical location such as a filing cabinet. 40 marketing branding logos. And i suggest you use this structure for filing your emails under your email inbox. No folder structure or file organization system is going to be perfect.

This doesn t strictly have to be by computer file type but instead can use folders with names like. However it helps to have a base system from. And the like within each folder you put all the files of that kind. Dealing with the paperwork is a large part of running a small business.

The following table suggests essential file drawers to label in an actual file cabinet or two and what must keep information to file in each. For instance suppose that you use images video or even paper photos in your business. If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. An entry in your file locations list might be.

Floating folders are the easy way out rather than committing to using an effective file structure. File type based file organization system. The number of folders or binders you need will depend on how many transactions your business carries out. After that people can make up logically folders to group similar documents.

Create a file structure on your computer or network that works for you. As the business grows the sections can be split out into new folders. If your business is ever subject to an audit and you are unable to produce the required documents in. A file type based system groups everything into folders based on what kind of file it is.