In duplex numeric filing systems files are given numeric labels with several sets of numbers involved.
Business filing system categories pdf.
The easier it is to use the more likely you will actually use it.
The simpler the system is the easier it is to use.
Pdfelement for business is designed for small business and enterprises.
It is the key paperless system to help users deal with pdf documents as well as scanned documents.
As you can see there are some similarities between the businesses but each system is customized for the type of business and method of conducting business.
Whether simple or complex a record keeping system must be easy to use and provide adequate storage and retrieval of records.
Business filing system compliments of handygirl personal files auto correspondence church family children education school records friends home property mortgage home improvements.
And lastly not all of these filing categories need to be in a hanging file folder in a filing cabinet.
Record keeping ranges from simple manila folder filing systems to complex on line electronic systems.
A business will have different types of tax to take care of the main ones being payroll tax sales tax and income tax.
This type of filing system can handle large amounts of data.
Receipts and invoices.
Payroll and employee information.
These are just a guideline to help you with your home filing system.
Pdfelement for business edit scanned pdf documents.
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.
Most importantly the record keeping system you choose must be suited to your particular business needs.
If your business is ever subject to an audit and you are unable to produce the required documents in.
Below are my suggestions for the categories of files you should create.
Today s declutter 365 mission designed to be done while working through the organize files challenge here on the site is to actually create your home filing system.
Part of small business kit for dummies cheat sheet.
Dealing with the paperwork is a large part of running a small business.
To do that you need to set up all the correct files in the right categories.
Some may be in their own filing system some on your computer etc.
Keep the two types of information separate in your business filing system.
The different sets of numbers can correspond to major categories and sub categories paralleling the encyclopedia system of filing and classification.
All other files reference business education in alphabetical order.
As everyone know pdf documents are more and more popular among businesses.
Optional categories manufacturing production control raw materials shipping engineering blueprints drawings formulas industrial engineering projects page 3.
Do what works best for you saves space and is convenient and a system that you will actually.