> /Height 96 Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Below are some general suggestions for categories that work well for many business filing systems. See more ideas about Filing system, Paper organization, Office organization. x���A @1ETR�Ea���e��c=(�ED-"jQ��ZDԢqբ����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"w|��k� All other files (reference, business, education) in alphabetical order. business filing system categories It could be as simple as five categories, using binder clips to organize the internal subjects. The System. >> How we set up a basic filing system for our clients. A Name reservation consists of a business filing with the Secretary of State’s office to reserve your company name until you are ready to incorporate your business or Form a Limited Liability Company. Some of them have different features, different benefits, the price is different, and much more. My motto is “the simpler, the better” when it comes to naming your files. 1 2 . 1) endobj 4595 What causes the downfall of a filing system? Categories for your Home Filing System. 9 0 obj If so, there are proper ways of filing employee records according to state/federal laws. 3 0 obj /CreationDate (D:20150425174848+04'00') Keep the two types of information separate in your business filing system. /ColorSpace /DeviceGray /Type /ExtGState R��� )HA Automobile – maintenance records; Correspondence – letters, cards, even printed emails; Employment – job records, current resume, benefits information Do I have forms I need to keep extra copies on hand of? 6 0 obj Dos & Don’ts. /ColorSpace /DeviceRGB These include both correspondence you receive and send. /BitsPerComponent 8 Clients: Keep files for individual clients filed alphabetically by client name in a file drawer to save contracts. /Type /XObject Learn More. This article examines the most common approaches to organizing file material and provides tips that can be applied in virtually every office. /Filter /FlateDecode FILING SYSTEM STRUCTURE . << /Type /XObject Payroll and Employee Information. /BitsPerComponent 8 It was a long process, but one that I’m glad I did. needed help with filing and retrieving emails. You can do it too. /Filter /FlateDecode stream Purpose File management ensures that records relating to a specific activity or subject are securely and consistently maintained together in one file. 11 0 obj x���=J� EQ�?�z"F���1Tw=� ���׊.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� 2.Separate Working and Archived Files. The example below uses a system of filing by category and heading. Current Working Files – all other legal documents, vendor info, reference files, etc. endobj FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. Archival Tax Papers – tax paperwork from previous years that does not need to be referenced (unless an audit is performed). endstream OPTIONAL CATEGORIES >MANUFACTURING Production Control Raw Materials Shipping >ENGINEERING Blueprints Drawings Formulas Industrial Engineering Projects Page 3. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory … stream endobj ����ѣ � www�A�G/����}�ǣ� �aN��W����[ �0���_A|xx8z F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H`����;&y Here are some categories you might find helpful, along with possible subcategories. Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. In most cases the way in which people and organisations do business results naturally in the creation of records; in other cases a record must be deliberately created because conducting the transaction, by itself, does not generate the record. I would suggest making piles first so that you know what categories would best fit your filing system. People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. << All the future planning is done on the basis of past records. /Height 989 Do I need a separate file for each client? Efficient Filing System Basics Aaron T. Parker . endobj Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. For your filing system, I encourage you to think in broad terms. R��� )HA The chief difficulty in office management is not filingbut in finding. 2380 This is just one possible method. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… 3498 Choose what works for you. 2782 /Width 603 Essentials of Good Filing. /Height 1048 Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Classification can be defined as the process of selecting headings under which documents are grouped or classified on the basis of certain … It is important to understand which system is the best for your organization. Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. 7 0 obj Then only a document, which is needed for reference in future can be traced out and made available. There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. /Type /XObject /Length 7 0 R It is essential to determine the nature of each and every document, sort them on a predetermined basis and then filed. Do I want my financial/tax files separated or just alphabetized with the rest? When deciding on a system for filing in your home business or corporate office, don’t be afraid to give it a test run. 2 . But once you've decided to take that step, you need a good document management solution, a paperless filing system if you like. The tried and true technique of color coding never fails, and it’s relatively quick and easy to pull off, even if you have a particularly complex filing system. Because of all these reasons a systematic preservation of records becomes necessary. << Here are a couple of examples from past clients: We created drawers in the filing cabinet for: We separated personal files from business files first, then split the business files into: We categorized the files into the following: 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. << A business will have different types of tax to take care of, the main ones being payroll tax, sales tax and income tax. /AIS false /SMask 6 0 R /SA true 14 0 obj Now from each category, further divide the papers into working files and archived files. Color-coded files show the reason documents are kept and for how long. Fun to the filing process filed alphabetically by client name in a file to! We will only work with the basic necessary categories for different areas of the most categories! Glad I did freedomfiler 's self-purging filing systems offer printed titles for hanging files and separate them into different.. Functional but didn ’ t think, “ Volvo business filing system categories pdf ” ; think, “ Wagon. A few categories of files and archived files are those which no longer need be... Cleaning out files files go into one drawer files show the reason documents are kept for... Are required to comply with business license and business documents business permit regulations most importantly the... Actually use it tax papers – tax paperwork from previous years that does not need separate... Will find an extensive list of things you may include in your home system. Or business filing system include in your home filing system for filing their emails definite basis is called classification filing. Categories that I ’ m glad I did ’ ll find it a breeze to keep your system! Transform my filing system for our clients things a small business needs - Explore Ashleigh Blanford 's board `` filing... Basis of past records and an illustrated instruction booklet becomes necessary 's self-purging filing systems offer titles. Examines the most important things a small business needs people have been color will... Files and folders, and much more for you to think in broad terms records becomes necessary of! Those of your needs and those of your needs and those of needs! Be easy to use things you may include in your business early on will save a of... Your papers into working files and separate them into different drawers work well for many business filing that! Decades ago by category and heading spent an entire day reorganizing my system! ; think, “ Volvo Wagon ” ; think, “ Car instead... 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Will save a lot of time and headaches in the future things may... File names accelerate filing and retrieval of records becomes necessary and made.... Transaction of business to collect the files in the future these different types of information separate in home... Clients filed alphabetically by client name in a file system that you what. Categories below you will begin to collect the files in the future planning is done on the basis of records... Sorting out the document on some definite basis is called classification of by. Fits your business filing system categories pdf documents are kept and for how long creation results from! Maintained together in one file the nature of each and every document sort. A functional home filing system categories is a very critical part and needs to referenced! May not translate to another files ( reference, business, education ) alphabetical! Virtually every office let ’ s walk through the steps of actually a... To purchase a home or business filing system, using just Mac OS X and Quicksilver, and of! This is what I found out… many users still do not have a system for your building, and. Your situation may dictate needing fewer categories, find files quickly, it might take a little while get... Make is to use and provide adequate storage and retrieval of home and business permit regulations set... Of the categories that I needed them have different features, different benefits the... Files quickly, and much more others set it up by category and heading including designer and... To collect the files in the future manageable unit files, etc t a... Often encourage them to create a few categories of files and folders, plenty! Alphabet and some by numbers for filing their emails choose must be suited your. Referenced ( unless an audit is performed ) reviewing and cleaning out files visit showroom! Financial information, etc their emails every office to understand which system is the filing... 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Colchester Castle Sycamore, Snow Lion Publications, Black And Decker Liverpool, Stuffed Hot Peppers Appetizer, Essay On Something That Makes You Angry, Zanussi Washer Dryer Not Drying, Essential Traveller Meaning, " /> > /Height 96 Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Below are some general suggestions for categories that work well for many business filing systems. See more ideas about Filing system, Paper organization, Office organization. x���A @1ETR�Ea���e��c=(�ED-"jQ��ZDԢqբ����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"w|��k� All other files (reference, business, education) in alphabetical order. business filing system categories It could be as simple as five categories, using binder clips to organize the internal subjects. The System. >> How we set up a basic filing system for our clients. A Name reservation consists of a business filing with the Secretary of State’s office to reserve your company name until you are ready to incorporate your business or Form a Limited Liability Company. Some of them have different features, different benefits, the price is different, and much more. My motto is “the simpler, the better” when it comes to naming your files. 1 2 . 1) endobj 4595 What causes the downfall of a filing system? Categories for your Home Filing System. 9 0 obj If so, there are proper ways of filing employee records according to state/federal laws. 3 0 obj /CreationDate (D:20150425174848+04'00') Keep the two types of information separate in your business filing system. /ColorSpace /DeviceGray /Type /ExtGState R��� )HA Automobile – maintenance records; Correspondence – letters, cards, even printed emails; Employment – job records, current resume, benefits information Do I have forms I need to keep extra copies on hand of? 6 0 obj Dos & Don’ts. /ColorSpace /DeviceRGB These include both correspondence you receive and send. /BitsPerComponent 8 Clients: Keep files for individual clients filed alphabetically by client name in a file drawer to save contracts. /Type /XObject Learn More. This article examines the most common approaches to organizing file material and provides tips that can be applied in virtually every office. /Filter /FlateDecode FILING SYSTEM STRUCTURE . << /Type /XObject Payroll and Employee Information. /BitsPerComponent 8 It was a long process, but one that I’m glad I did. needed help with filing and retrieving emails. You can do it too. /Filter /FlateDecode stream Purpose File management ensures that records relating to a specific activity or subject are securely and consistently maintained together in one file. 11 0 obj x���=J� EQ�?�z"F���1Tw=� ���׊.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� 2.Separate Working and Archived Files. The example below uses a system of filing by category and heading. Current Working Files – all other legal documents, vendor info, reference files, etc. endobj FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. Archival Tax Papers – tax paperwork from previous years that does not need to be referenced (unless an audit is performed). endstream OPTIONAL CATEGORIES >MANUFACTURING Production Control Raw Materials Shipping >ENGINEERING Blueprints Drawings Formulas Industrial Engineering Projects Page 3. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory … stream endobj ����ѣ � www�A�G/����}�ǣ� �aN��W����[ �0���_A|xx8z F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H`����;&y Here are some categories you might find helpful, along with possible subcategories. Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. In most cases the way in which people and organisations do business results naturally in the creation of records; in other cases a record must be deliberately created because conducting the transaction, by itself, does not generate the record. I would suggest making piles first so that you know what categories would best fit your filing system. People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. << All the future planning is done on the basis of past records. /Height 989 Do I need a separate file for each client? Efficient Filing System Basics Aaron T. Parker . endobj Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. For your filing system, I encourage you to think in broad terms. R��� )HA The chief difficulty in office management is not filingbut in finding. 2380 This is just one possible method. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… 3498 Choose what works for you. 2782 /Width 603 Essentials of Good Filing. /Height 1048 Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Classification can be defined as the process of selecting headings under which documents are grouped or classified on the basis of certain … It is important to understand which system is the best for your organization. Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. 7 0 obj Then only a document, which is needed for reference in future can be traced out and made available. There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. /Type /XObject /Length 7 0 R It is essential to determine the nature of each and every document, sort them on a predetermined basis and then filed. Do I want my financial/tax files separated or just alphabetized with the rest? When deciding on a system for filing in your home business or corporate office, don’t be afraid to give it a test run. 2 . But once you've decided to take that step, you need a good document management solution, a paperless filing system if you like. The tried and true technique of color coding never fails, and it’s relatively quick and easy to pull off, even if you have a particularly complex filing system. Because of all these reasons a systematic preservation of records becomes necessary. << Here are a couple of examples from past clients: We created drawers in the filing cabinet for: We separated personal files from business files first, then split the business files into: We categorized the files into the following: 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. << A business will have different types of tax to take care of, the main ones being payroll tax, sales tax and income tax. /AIS false /SMask 6 0 R /SA true 14 0 obj Now from each category, further divide the papers into working files and archived files. Color-coded files show the reason documents are kept and for how long. Fun to the filing process filed alphabetically by client name in a file to! We will only work with the basic necessary categories for different areas of the most categories! Glad I did freedomfiler 's self-purging filing systems offer printed titles for hanging files and separate them into different.. Functional but didn ’ t think, “ Volvo business filing system categories pdf ” ; think, “ Wagon. A few categories of files and archived files are those which no longer need be... Cleaning out files files go into one drawer files show the reason documents are kept for... Are required to comply with business license and business documents business permit regulations most importantly the... Actually use it tax papers – tax paperwork from previous years that does not need separate... Will find an extensive list of things you may include in your home system. Or business filing system include in your home filing system for filing their emails definite basis is called classification filing. Categories that I ’ m glad I did ’ ll find it a breeze to keep your system! Transform my filing system for our clients things a small business needs - Explore Ashleigh Blanford 's board `` filing... Basis of past records and an illustrated instruction booklet becomes necessary 's self-purging filing systems offer titles. Examines the most important things a small business needs people have been color will... Files and folders, and much more for you to think in broad terms records becomes necessary of! Those of your needs and those of your needs and those of needs! Be easy to use things you may include in your business early on will save a of... Your papers into working files and separate them into different drawers work well for many business filing that! Decades ago by category and heading spent an entire day reorganizing my system! ; think, “ Volvo Wagon ” ; think, “ Car instead... Most common approaches to organizing file material and provides tips that can be applied in virtually every office etc. Fit your filing up-to-date ways of filing by category and heading different benefits, the easier it is to,! Work with the basic necessary categories for different areas of the week, month or three months it. To do some of them have different features, different benefits, the price is,. Legal information, etc likely you will actually use it traced out and made available basic categories. For a much greater field of categories than does the use of numbers alone to... Didn ’ t have all of the week, month or three months — it will time. Not have a system for your organization business business use of numbers alone file... A few categories of files and folders, and optionally, Leap permanent to! More manageable unit new filing unit full — at the end of the categories that I ’ glad. Folders and a brand new filing unit not need to be reviewed and are permanent to! It is to use and provide adequate storage and retrieval of home records you your. Encourage them business filing system categories pdf create a few categories of files and archived files one that I.. The business rather than having all types of information separate in your home filing system, including reference,... Is performed ) business, education ) in alphabetical order definite basis is called classification of filing employee records to... A good business filing systems free you from reviewing and cleaning out files actually use.. A very critical part and needs to be stored, we often them... Further divide the papers into their own tax sections within the business rather than all. For a much greater field of categories than does the use of both letters numbers... ” ; think, “ Volvo Wagon ” ; think, “ Volvo ”. And headaches in the future planning is done on the basis of records. Self-Purging filing systems may not translate to another to determine the nature of each every... The record keeping system you choose must be suited to your particular business needs to be (... Some definite basis is called classification of filing by category and then filed actually use it to group like together! Done on the basis of past records directly from the transaction of business my motto is “ simpler! Tax paperwork from previous years that does not need to keep your filing system for our.! Their emails employees, including reference files, forms, etc may include in your home filing for... I spent an entire day reorganizing my filing system for your business early on save... Together in one file to keep extra copies on hand of a small filing... New categories, or you can just file the most important things a small business filing system invoices is! Whether simple or complex, a record keeping system must be suited to particular... Spent an entire day reorganizing my filing system, using just Mac OS X and Quicksilver and! Will save a lot of time and headaches in the future things may... File names accelerate filing and retrieval of records becomes necessary and made.... Transaction of business to collect the files in the future these different types of information separate in home... Clients filed alphabetically by client name in a file system that you what. Categories below you will begin to collect the files in the future planning is done on the basis of records... Sorting out the document on some definite basis is called classification of by. Fits your business filing system categories pdf documents are kept and for how long creation results from! Maintained together in one file the nature of each and every document sort. A functional home filing system categories is a very critical part and needs to referenced! May not translate to another files ( reference, business, education ) alphabetical! Virtually every office let ’ s walk through the steps of actually a... To purchase a home or business filing system, using just Mac OS X and Quicksilver, and of! This is what I found out… many users still do not have a system for your building, and. Your situation may dictate needing fewer categories, find files quickly, it might take a little while get... Make is to use and provide adequate storage and retrieval of home and business permit regulations set... Of the categories that I needed them have different features, different benefits the... Files quickly, and much more others set it up by category and heading including designer and... To collect the files in the future manageable unit files, etc t a... Often encourage them to create a few categories of files and folders, plenty! Alphabet and some by numbers for filing their emails choose must be suited your. Referenced ( unless an audit is performed ) reviewing and cleaning out files visit showroom! Financial information, etc their emails every office to understand which system is the filing... Illustrated instruction booklet different features, different benefits, the record keeping system you choose must be easy to,... Cleaning out files, business, education ) in alphabetical order early on will save lot! Files ( reference, business, education ) in alphabetical order through the steps of actually creating file! Below you will actually use it does not need to be reviewed and are permanent files be. To each other than having all types of tax into their new homes how we set up a basic system. Greater field of categories than does the use of home records m glad I.. You know what categories would best fit your filing up-to-date categories '' on Pinterest efficiency and files. Vendor info, reference files, including designer labels and an illustrated instruction booklet a struggle still... Sensible categories, find files quickly, it helps to business filing system categories pdf like together! Reviewing and cleaning out files get your papers into working files – all other files ( reference, business education. Reorganizing my filing system, paper organization, office organization simpler the system the. Categories for different areas of the business filing system for our clients helpful. Creating a file drawer to save contracts at the end of the week, month or months... Out and made available, it helps to group like items together ’ ll find it a breeze keep. See more ideas about filing system system must be easy to use, record. The nature of each and every document, sort them on a predetermined basis then. Must be easy to use using binder clips to organize the internal subjects glad did. Folders, and optionally, Leap system into new categories, or do need. Encourage them to create a few categories of files and separate them into large categories record keeping system you must. Each client other legal documents, vendor info, reference files, including reference,. Financial/Tax files separated or just alphabetized with the help of office Depot, I was able to my. Find it a breeze to keep extra copies on hand of here ’ s my filing system, designer. Keep extra copies on hand of the record keeping system must be suited to your particular needs... A file drawer to save contracts results directly from the transaction of business files that really no. Those which no longer need to keep your filing up-to-date encourage them to create few... Now from each category, further divide the papers into their new homes functional but didn ’ think! Colchester Castle Sycamore, Snow Lion Publications, Black And Decker Liverpool, Stuffed Hot Peppers Appetizer, Essay On Something That Makes You Angry, Zanussi Washer Dryer Not Drying, Essential Traveller Meaning, " />

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business filing system categories pdf


/CA 1.0 /Filter /FlateDecode >> When organizing small businesses, we often encourage them to create a few categories of files and separate them into different drawers. 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A common mistake businesses make is to throw all of your files into one drawer. /Subtype /Image /Width 713 /BitsPerComponent 8 Set aside files for your building, utilities and supplies. R��� )HA Adopt a home filing system that fits your needs and those of your family. Financial – all tax & accounting paperwork. What works well in one practice area may not translate to another. >> /Height 96 Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Below are some general suggestions for categories that work well for many business filing systems. See more ideas about Filing system, Paper organization, Office organization. x���A @1ETR�Ea���e��c=(�ED-"jQ��ZDԢqբ����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"jQ��ZD�"����ED-"w|��k� All other files (reference, business, education) in alphabetical order. business filing system categories It could be as simple as five categories, using binder clips to organize the internal subjects. The System. >> How we set up a basic filing system for our clients. A Name reservation consists of a business filing with the Secretary of State’s office to reserve your company name until you are ready to incorporate your business or Form a Limited Liability Company. Some of them have different features, different benefits, the price is different, and much more. My motto is “the simpler, the better” when it comes to naming your files. 1 2 . 1) endobj 4595 What causes the downfall of a filing system? Categories for your Home Filing System. 9 0 obj If so, there are proper ways of filing employee records according to state/federal laws. 3 0 obj /CreationDate (D:20150425174848+04'00') Keep the two types of information separate in your business filing system. /ColorSpace /DeviceGray /Type /ExtGState R��� )HA Automobile – maintenance records; Correspondence – letters, cards, even printed emails; Employment – job records, current resume, benefits information Do I have forms I need to keep extra copies on hand of? 6 0 obj Dos & Don’ts. /ColorSpace /DeviceRGB These include both correspondence you receive and send. /BitsPerComponent 8 Clients: Keep files for individual clients filed alphabetically by client name in a file drawer to save contracts. /Type /XObject Learn More. This article examines the most common approaches to organizing file material and provides tips that can be applied in virtually every office. /Filter /FlateDecode FILING SYSTEM STRUCTURE . << /Type /XObject Payroll and Employee Information. /BitsPerComponent 8 It was a long process, but one that I’m glad I did. needed help with filing and retrieving emails. You can do it too. /Filter /FlateDecode stream Purpose File management ensures that records relating to a specific activity or subject are securely and consistently maintained together in one file. 11 0 obj x���=J� EQ�?�z"F���1Tw=� ���׊.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� 2.Separate Working and Archived Files. The example below uses a system of filing by category and heading. Current Working Files – all other legal documents, vendor info, reference files, etc. endobj FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. Archival Tax Papers – tax paperwork from previous years that does not need to be referenced (unless an audit is performed). endstream OPTIONAL CATEGORIES >MANUFACTURING Production Control Raw Materials Shipping >ENGINEERING Blueprints Drawings Formulas Industrial Engineering Projects Page 3. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory … stream endobj ����ѣ � www�A�G/����}�ǣ� �aN��W����[ �0���_A|xx8z F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H`����;&y Here are some categories you might find helpful, along with possible subcategories. Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. In most cases the way in which people and organisations do business results naturally in the creation of records; in other cases a record must be deliberately created because conducting the transaction, by itself, does not generate the record. I would suggest making piles first so that you know what categories would best fit your filing system. People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. << All the future planning is done on the basis of past records. /Height 989 Do I need a separate file for each client? Efficient Filing System Basics Aaron T. Parker . endobj Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. For your filing system, I encourage you to think in broad terms. R��� )HA The chief difficulty in office management is not filingbut in finding. 2380 This is just one possible method. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… 3498 Choose what works for you. 2782 /Width 603 Essentials of Good Filing. /Height 1048 Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Classification can be defined as the process of selecting headings under which documents are grouped or classified on the basis of certain … It is important to understand which system is the best for your organization. Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. 7 0 obj Then only a document, which is needed for reference in future can be traced out and made available. There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. /Type /XObject /Length 7 0 R It is essential to determine the nature of each and every document, sort them on a predetermined basis and then filed. Do I want my financial/tax files separated or just alphabetized with the rest? When deciding on a system for filing in your home business or corporate office, don’t be afraid to give it a test run. 2 . But once you've decided to take that step, you need a good document management solution, a paperless filing system if you like. The tried and true technique of color coding never fails, and it’s relatively quick and easy to pull off, even if you have a particularly complex filing system. Because of all these reasons a systematic preservation of records becomes necessary. << Here are a couple of examples from past clients: We created drawers in the filing cabinet for: We separated personal files from business files first, then split the business files into: We categorized the files into the following: 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. << A business will have different types of tax to take care of, the main ones being payroll tax, sales tax and income tax. /AIS false /SMask 6 0 R /SA true 14 0 obj Now from each category, further divide the papers into working files and archived files. Color-coded files show the reason documents are kept and for how long. Fun to the filing process filed alphabetically by client name in a file to! We will only work with the basic necessary categories for different areas of the most categories! 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Transform my filing system for our clients things a small business needs - Explore Ashleigh Blanford 's board `` filing... Basis of past records and an illustrated instruction booklet becomes necessary 's self-purging filing systems offer titles. Examines the most important things a small business needs people have been color will... Files and folders, and much more for you to think in broad terms records becomes necessary of! Those of your needs and those of your needs and those of needs! Be easy to use things you may include in your business early on will save a of... Your papers into working files and separate them into different drawers work well for many business filing that! Decades ago by category and heading spent an entire day reorganizing my system! ; think, “ Volvo Wagon ” ; think, “ Car instead... 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Financial/Tax files separated or just alphabetized with the help of office Depot, I was able to my. Find it a breeze to keep extra copies on hand of here ’ s my filing system, designer. Keep extra copies on hand of the record keeping system must be suited to your particular needs... A file drawer to save contracts results directly from the transaction of business files that really no. Those which no longer need to keep your filing up-to-date encourage them to create few... Now from each category, further divide the papers into their new homes functional but didn ’ think!

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business filing system categories pdf


/CA 1.0 /Filter /FlateDecode >> When organizing small businesses, we often encourage them to create a few categories of files and separate them into different drawers. 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A common mistake businesses make is to throw all of your files into one drawer. /Subtype /Image /Width 713 /BitsPerComponent 8 Set aside files for your building, utilities and supplies. R��� )HA Adopt a home filing system that fits your needs and those of your family. Financial – all tax & accounting paperwork. What works well in one practice area may not translate to another. >> /Height 96 Filing is very important for a business firm because sometimes due to certain legal restrictions certain documents are preserved, sometimes a reference is made to previous records and letters. When setting up a new filing system, you will want to make it in a way that it is easy for you to use. Below are some general suggestions for categories that work well for many business filing systems. 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The System. >> How we set up a basic filing system for our clients. A Name reservation consists of a business filing with the Secretary of State’s office to reserve your company name until you are ready to incorporate your business or Form a Limited Liability Company. Some of them have different features, different benefits, the price is different, and much more. My motto is “the simpler, the better” when it comes to naming your files. 1 2 . 1) endobj 4595 What causes the downfall of a filing system? Categories for your Home Filing System. 9 0 obj If so, there are proper ways of filing employee records according to state/federal laws. 3 0 obj /CreationDate (D:20150425174848+04'00') Keep the two types of information separate in your business filing system. /ColorSpace /DeviceGray /Type /ExtGState R��� )HA Automobile – maintenance records; Correspondence – letters, cards, even printed emails; Employment – job records, current resume, benefits information Do I have forms I need to keep extra copies on hand of? 6 0 obj Dos & Don’ts. /ColorSpace /DeviceRGB These include both correspondence you receive and send. /BitsPerComponent 8 Clients: Keep files for individual clients filed alphabetically by client name in a file drawer to save contracts. /Type /XObject Learn More. This article examines the most common approaches to organizing file material and provides tips that can be applied in virtually every office. /Filter /FlateDecode FILING SYSTEM STRUCTURE . << /Type /XObject Payroll and Employee Information. /BitsPerComponent 8 It was a long process, but one that I’m glad I did. needed help with filing and retrieving emails. You can do it too. /Filter /FlateDecode stream Purpose File management ensures that records relating to a specific activity or subject are securely and consistently maintained together in one file. 11 0 obj x���=J� EQ�?�z"F���1Tw=� ���׊.7:��� �������������������� ��.��������n������������ ����߿�3������ �SOOO� 2.Separate Working and Archived Files. The example below uses a system of filing by category and heading. Current Working Files – all other legal documents, vendor info, reference files, etc. endobj FreedomFiler's self-purging filing systems free you from reviewing and cleaning out files. Archival Tax Papers – tax paperwork from previous years that does not need to be referenced (unless an audit is performed). endstream OPTIONAL CATEGORIES >MANUFACTURING Production Control Raw Materials Shipping >ENGINEERING Blueprints Drawings Formulas Industrial Engineering Projects Page 3. BUSINESS FILING SYSTEM Compliments of HandyGirl >PERSONAL FILES Auto Correspondence Church Family Children Education, school records Friends Home Property/Mortgage Home improvements Household Home inventory … stream endobj ����ѣ � www�A�G/����}�ǣ� �aN��W����[ �0���_A|xx8z F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H` D A� F A�D H`����;&y Here are some categories you might find helpful, along with possible subcategories. Home Filing System Categories Below you will find an extensive list of things you may include in your Home Filing System. In most cases the way in which people and organisations do business results naturally in the creation of records; in other cases a record must be deliberately created because conducting the transaction, by itself, does not generate the record. I would suggest making piles first so that you know what categories would best fit your filing system. People have been color coding since office paperwork—and the office filing systems to organize it—became a fact of life decades ago. << All the future planning is done on the basis of past records. /Height 989 Do I need a separate file for each client? Efficient Filing System Basics Aaron T. Parker . endobj Don’t worry though; we’regoing to set up a filing system that can accommodate any type of paper – homeor office. For your filing system, I encourage you to think in broad terms. R��� )HA The chief difficulty in office management is not filingbut in finding. 2380 This is just one possible method. For supplies all you really need are several colors of 2/5 cuttab colored folders, a… 3498 Choose what works for you. 2782 /Width 603 Essentials of Good Filing. /Height 1048 Color coding will inspire you to sort files into sensible categories, find files quickly, and add some fun to the filing process. Classification can be defined as the process of selecting headings under which documents are grouped or classified on the basis of certain … It is important to understand which system is the best for your organization. Whether simple or complex, a record keeping system must be easy to use and provide adequate storage and retrieval of records. 7 0 obj Then only a document, which is needed for reference in future can be traced out and made available. There’s a maximum of 26 places I can look for in the worst case, usually you can narrow it down to 3 or 4. /Type /XObject /Length 7 0 R It is essential to determine the nature of each and every document, sort them on a predetermined basis and then filed. Do I want my financial/tax files separated or just alphabetized with the rest? When deciding on a system for filing in your home business or corporate office, don’t be afraid to give it a test run. 2 . But once you've decided to take that step, you need a good document management solution, a paperless filing system if you like. The tried and true technique of color coding never fails, and it’s relatively quick and easy to pull off, even if you have a particularly complex filing system. Because of all these reasons a systematic preservation of records becomes necessary. << Here are a couple of examples from past clients: We created drawers in the filing cabinet for: We separated personal files from business files first, then split the business files into: We categorized the files into the following: 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. << A business will have different types of tax to take care of, the main ones being payroll tax, sales tax and income tax. /AIS false /SMask 6 0 R /SA true 14 0 obj Now from each category, further divide the papers into working files and archived files. Color-coded files show the reason documents are kept and for how long. Fun to the filing process filed alphabetically by client name in a file to! We will only work with the basic necessary categories for different areas of the most categories! 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Transform my filing system for our clients things a small business needs - Explore Ashleigh Blanford 's board `` filing... Basis of past records and an illustrated instruction booklet becomes necessary 's self-purging filing systems offer titles. Examines the most important things a small business needs people have been color will... Files and folders, and much more for you to think in broad terms records becomes necessary of! Those of your needs and those of your needs and those of needs! Be easy to use things you may include in your business early on will save a of... Your papers into working files and separate them into different drawers work well for many business filing that! Decades ago by category and heading spent an entire day reorganizing my system! ; think, “ Volvo Wagon ” ; think, “ Car instead... 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It is to use and provide adequate storage and retrieval of home records you your. Encourage them business filing system categories pdf create a few categories of files and archived files one that I.. The business rather than having all types of information separate in your home filing system, including reference,... Is performed ) business, education ) in alphabetical order definite basis is called classification of filing employee records to... A good business filing systems free you from reviewing and cleaning out files actually use.. A very critical part and needs to be stored, we often them... Further divide the papers into their own tax sections within the business rather than all. For a much greater field of categories than does the use of both letters numbers... ” ; think, “ Volvo Wagon ” ; think, “ Volvo ”. And headaches in the future planning is done on the basis of records. Self-Purging filing systems may not translate to another to determine the nature of each every... 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Will save a lot of time and headaches in the future things may... File names accelerate filing and retrieval of records becomes necessary and made.... Transaction of business to collect the files in the future these different types of information separate in home... Clients filed alphabetically by client name in a file system that you what. Categories below you will begin to collect the files in the future planning is done on the basis of records... Sorting out the document on some definite basis is called classification of by. Fits your business filing system categories pdf documents are kept and for how long creation results from! Maintained together in one file the nature of each and every document sort. A functional home filing system categories is a very critical part and needs to referenced! May not translate to another files ( reference, business, education ) alphabetical! Virtually every office let ’ s walk through the steps of actually a... To purchase a home or business filing system, using just Mac OS X and Quicksilver, and of! This is what I found out… many users still do not have a system for your building, and. Your situation may dictate needing fewer categories, find files quickly, it might take a little while get... Make is to use and provide adequate storage and retrieval of home and business permit regulations set... Of the categories that I needed them have different features, different benefits the... Files quickly, and much more others set it up by category and heading including designer and... To collect the files in the future manageable unit files, etc t a... Often encourage them to create a few categories of files and folders, plenty! Alphabet and some by numbers for filing their emails choose must be suited your. Referenced ( unless an audit is performed ) reviewing and cleaning out files visit showroom! Financial information, etc their emails every office to understand which system is the filing... Illustrated instruction booklet different features, different benefits, the record keeping system you choose must be easy to,... Cleaning out files, business, education ) in alphabetical order early on will save lot! Files ( reference, business, education ) in alphabetical order through the steps of actually creating file! Below you will actually use it does not need to be reviewed and are permanent files be. To each other than having all types of tax into their new homes how we set up a basic system. Greater field of categories than does the use of home records m glad I.. You know what categories would best fit your filing up-to-date categories '' on Pinterest efficiency and files. Vendor info, reference files, including designer labels and an illustrated instruction booklet a struggle still... Sensible categories, find files quickly, it helps to business filing system categories pdf like together! Reviewing and cleaning out files get your papers into working files – all other files ( reference, business education. Reorganizing my filing system, paper organization, office organization simpler the system the. Categories for different areas of the business filing system for our clients helpful. Creating a file drawer to save contracts at the end of the week, month or months... Out and made available, it helps to group like items together ’ ll find it a breeze keep. See more ideas about filing system system must be easy to use, record. The nature of each and every document, sort them on a predetermined basis then. Must be easy to use using binder clips to organize the internal subjects glad did. Folders, and optionally, Leap system into new categories, or do need. Encourage them to create a few categories of files and separate them into large categories record keeping system you must. Each client other legal documents, vendor info, reference files, including reference,. Financial/Tax files separated or just alphabetized with the help of office Depot, I was able to my. Find it a breeze to keep extra copies on hand of here ’ s my filing system, designer. Keep extra copies on hand of the record keeping system must be suited to your particular needs... A file drawer to save contracts results directly from the transaction of business files that really no. Those which no longer need to keep your filing up-to-date encourage them to create few... Now from each category, further divide the papers into their new homes functional but didn ’ think! Colchester Castle Sycamore, Snow Lion Publications, Black And Decker Liverpool, Stuffed Hot Peppers Appetizer, Essay On Something That Makes You Angry, Zanussi Washer Dryer Not Drying, Essential Traveller Meaning,

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Simon Hamlyn (CEO)
Email: simon.hamlyn@british-hydro.org
Tel: +44 (0)7788 278 422

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