File Management, Recordkeeping, Form Info
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File Management & Recordkeeping
Some of you have inherited your filing system from the previous treasurer. Some of you may have developed your own.
Whatever you use, a filing system should be simple enough that a person off the street could walk in and figure it out in minutes, and once they know the system, could go directly to a certain document or receipt without difficulty. No orphan receipts, without notation or order, drifting around at the bottom of a file folder.
If you want to try out a system that saves time, is simple and accurate, inexpensive to maintain and that makes the auditors very happy, keep reading.
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