Moving office and I'm pretty hopeless at filing want to put into place a system that works and also keep a computer record on where I've filed everything.
2007-09-12 20:58:24 · 2 answers · asked by Anonymous in Business & Finance ➔ Small Business
If you are going to use a physical filing store, use a physical record system.
The Computer records will be out-of-date the first time some-one takes out a file and puts it back in the wrong place .. only use Computer records if they can hold sufficient information to avoid the need to consult the paper records at all (in most cases)..
Organise you files in Indexed folders and Indexed drawers .. depending on the material, chose an Index system that allows easy storage & retrieval ...
Examples -
Small company orders.
You order from 50 - 200 different suppliers) = Alphabetic .. you store in Drawers / Folders by Supplier Company name and within the folder, by date of Order. Delivery notes and copy Invoices are stapled to copy orders.
2007-09-14 21:35:33 · answer #1 · answered by Steve B 7 · 0⤊ 0⤋
The best way of filing in a filing cabinet is to have a file/folder for each subject and everytime you receive or send a letter etc on that subject you put a copy on the file in date order.
Files can then be given names or reference numbers - if you use reference numbers you can then produce a list of file numbers with subjects.
Depends how complicated you need this to be and what you are filing.
2007-09-12 21:13:37 · answer #2 · answered by joe 3 · 0⤊ 0⤋