Business Filing System Small Business Company Folder Structure Template

Filing receipts and invoices properly is one of the most important things a small business needs to do.

Business filing system small business company folder structure template.

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. Dealing with the paperwork is a large part of running a small business. 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. 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. After that people can make up logically folders to group similar documents. Every business is different so your filing system will be different too.

File type based file organization system. 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. Floating folders are the easy way out rather than committing to using an effective file structure. Work with managers to create subfolders that best meet each team s needs.

The number of folders or binders you need will depend on how many transactions your business carries out. Part of small business kit for dummies cheat sheet. If departments tend to lead their own projects as opposed to company wide initiatives this structure is ideal. 40 marketing branding logos.

Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information. No folder structure or file organization system is going to be perfect. Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. Receipts and invoices.

However it helps to have a base system from. And the like within each folder you put all the files of that kind. 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. And i suggest you use this structure for filing your emails under your email inbox.

For example if you wanted to file your company logo files i would recommend they go in a folder under this structure. As the business grows the sections can be split out into new folders. For instance suppose that you use images video or even paper photos in your business. 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.