Business Filing System Small Business Company Folder Structure Template

Receipts and invoices.

Business filing system small business company folder structure template.

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. Marketing would have folders like admin ads budget and logos while it might have folders like installers network and inventory. After that people can make up logically folders to group similar documents.

For instance suppose that you use images video or even paper photos in your business. Digital filing systems automate the finding files aspect of your office filing system. An entry in your file locations list might be. 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. 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. Floating folders are the easy way out rather than committing to using an effective file structure. 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.

Every business is different so your filing system will be different too. As the business grows the sections can be split out into new folders. 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. 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.

40 marketing branding logos. For example if you wanted to file your company logo files i would recommend they go in a folder under this structure. And i suggest you use this structure for filing your emails under your email inbox. Work with managers to create subfolders that best meet each team s needs.

Very small or new businesses can start off with one folder filled with dividers for each section. However it helps to have a base system from. Filing receipts and invoices properly is one of the most important things a small business needs to do. Furthermore if others are looking for folders alphabetically they could easily miss a floating folder and duplicate information.

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. No folder structure or file organization system is going to be perfect. And the like within each folder you put all the files of that kind.