Business Filing System Small Business Company Folder Structure Template

However it helps to have a base system from.

Business filing system small business company folder structure template.

After that people can make up logically folders to group similar documents. Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. Floating folders are the easy way out rather than committing to using an effective file structure. 40 marketing branding logos.

This doesn t strictly have to be by computer file type but instead can use folders with names like. For example if you wanted to file your company logo files i would recommend they go in a folder under this structure. Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information. Receipts and invoices.

As the business grows the sections can be split out into new folders. The number of folders or binders you need will depend on how many transactions your business carries out. If your business is ever subject to an audit and you are unable to produce the required documents in. Filing receipts and invoices properly is one of the most important things a small business needs to do.

Every business is different so your filing system will be different too. If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. For instance suppose that you use images video or even paper photos in your business. Very small or new businesses can start off with one folder filled with dividers for each section.

Create a file structure on your computer or network that works for you. File type based file organization system. An entry in your file locations list might be. No folder structure or file organization system is going to be perfect.

And i suggest you use this structure for filing your emails under your email inbox. 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. Instead of flipping through folders and stacks while risking papercuts and headaches a digital system will allow you to search a few keywords or sort files into an alphabetical list and easily find what you want.

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. Part of small business kit for dummies cheat sheet. Digital filing systems automate the finding files aspect of your office filing system. A file type based system groups everything into folders based on what kind of file it is.