Business Filing System Small Business Company Folder Structure Template

Work with managers to create subfolders that best meet each team s needs.

Business filing system small business company folder structure template.

Part of small business kit for dummies cheat sheet. Filing receipts and invoices properly is one of the most important things a small business needs to do. And the like within each folder you put all the files of that kind. For example if you wanted to file your company logo files i would recommend they go in a folder under this structure.

This doesn t strictly have to be by computer file type but instead can use folders with names like. Create a file structure on your computer or network that works for you. Receipts and invoices. 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.

No folder structure or file organization system is going to be perfect. A file type based system groups everything into folders based on what kind of file it is. The number of folders or binders you need will depend on how many transactions your business carries out. For instance suppose that you use images video or even paper photos in your business.

An entry in your file locations list might be. After that people can make up logically folders to group similar documents. If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information.

Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. If your business is ever subject to an audit and you are unable to produce the required documents in. 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.

File type based file organization system. However it helps to have a base system from. Digital filing systems automate the finding files aspect of your office filing system. 40 marketing branding logos.

And i suggest you use this structure for filing your emails under your email inbox. Very small or new businesses can start off with one folder filled with dividers for each section. 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. Floating folders are the easy way out rather than committing to using an effective file structure.