Fifteen Steps to Organized Paper and Record Management
Posted: Monday, April 24, 2006
by Jan Hayner
Organizing and Cleaning Tips and Hints
Organize your filing system so that it is set up in a way that you understand it. You are the one that will be using the system so use the wording that will help you the most, such as: Instead of automobile or vehicle you may use ‘car’, instead of Public Service, you may use ‘gas’. This is to be set up for your convenience. These steps will help you to organize your files and records THE EASY WAY!!
2. Date materials –when the item was purchased-where-attach receipt
3. Put on the front of the files any passwords, I.D. numbers etc. 4. Use different colors – one for the information packet one for statements
5. Create a place for everything – filing cabinet, box, filing box etc.
6. Put everything in its place –file papers at the end of every week so they don’t get lost
7. Sort items of importance – keep on track of things to do today, tomorrow etc.
8. Use a file folder, manila envelope or drawer to keep papers in until filing
9. Create a filing system that YOU will understand
10. Use a folder or paper organizer to store folders on your desk
11. Use file tabs on your hanging folders to locate folders faster
12. Keep loose notes in a notebook – tape them in if necessary so nothing is lost
13. File away last years records in storage – have one place for these papers
14. Keep only the current year in your work area
15. Write on the outside of the file the month, date and amount of payment
This will save you an enormous amount of time at tax time and you will be so organized. Next year, make new files, transfer the old ones to a box for storage and you have your new file system in place.
This Article has been viewed 1,027 times. (Not updated in real-time.)
No comments yet.We want your comments! If you can read this, you don't have javascript enabled, so you can't use this comment system. Please enable javascript.