A well maintained filing system is a significant asset for small/medium enterprises. There is nothing worse then not being able to find a piece of paper when required to help you in ongoing negotiations with a client or supplier.
This paper sets out a number of suggestions relative to the maintenance of a filing system under the headings:
- General Correspondence
- Permanent Files
- Non Permanent Files
- Annual “Culling” Of Files
- Debtors
- Stock Takes
- Creditors
- Payments
- Receipts/Deposit Books
- Bank Statements
- Master Correspondence File
- Incoming Mail Register
- Taxation Records
- Customer Records
- Staff Files
- Competitors’ Files
- Staff Training
The paper also includes a sample of an established filing system, together with a Correspondence Register Sheet for outgoing correspondence and an Incoming Mail Register Sheet.
