CAN YOU RELATE TO A DESK OR OFFICE THAT LOOKS LIKE THIS ??
Let’s talk electronic file organization!
When it comes to organizing files and information within your business, you should choose a structure and system that works best for YOUR specific business. One that is efficient and easy to use for everyone in your organization.
Here are a few ideas to consider:
store documents in a shared location such as a network drive or shared cloud storage so others have easy access to those documents
group by category or department by creating folders for each *HINT: keeping it broad will allow you to add new files as you grow ;)
use subfolders by breaking down each category group or department even further
organize by date = easier to find
use clear and descriptive file names
be consistent!
Another easy and efficient way to organize and find files would be to attach them to their corresponding transactions within your account software. Need help? Click here!