How to file business documents


Many people feel compelled to file their expenses by month (once they have been recorded), but this can be a disaster when trying to retrieve a specific document. Instead, set up a different file for each vendor that is used frequently (e.g. BC Hydro, Telus, Staples, etc.), and a different file for different types of expenses that are not covered by regular vendors (e.g. licenses and dues, meals, office supplies, postage, etc.). If copies are required by MHSD, make sure that these are taken before filing the originals.  File the most recent documents at the front of each folder so that they are the most accessible.  Hanging file folders with visible tabbing work great, in a filing cabinet or banker’s box that leaves space for manoeuvrability.

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