Filing is done by units.
Proper alphabetical filing system.
Filing is an age old system that makes it easier to find documents.
This system is best when most of your files are going to be names of clients patients or customers.
Suddenly filing alphabetically becomes a bit more complicated.
There are different versions of filing rules so filing practices differ from company to company.
In order not to lose a file that is somewhere but not where you first thought you need a system.
These documents can include letters memos financial records reports and other forms of correspondence.
Arma has published a list of alphabetic filing rules containing standard rules for storing records alphabetically.
It is filing by descriptive feature instead of by name or number.
Various places may have very specific rules such as medical files which i haven t been privy to or filing by number either ascending or descending.
Whatever it is it must make sense so you ll know exactly where every piece of paper is.
Receipts and invoices.
Even in today s electronic age businesses and home.
There are many rules on how to file alphabetically in english to preserve a sensible filing system.
If your business is ever subject to an audit and you are unable to produce the required documents in.
Filing receipts and invoices properly is one of the most important things a small business needs to do.
Such a system enables statistics to be held in manageable and comparable units and also permits a large or macro figure or total to be evaluated in terms of its micro or component parts.
But there are standard alphabetical systems that most people use for client files.
The way most companies do this is by alphabetization.
Subject filing this is the arranging of material by given subject.
The 12 rules you will learn in this chapter follow the same principles as the arma rules.
Basic filing terms.
To achieve a coherent and efficient filing system you must employ proper procedures.
A nonexistent or messy filing system can add days of extra effort at income tax time as you don t want to miss out on tax deductions because of missing receipts.
If you share these files with others the system needs to be straightforward and easily communicated.
The first unit is usually a person s last name.
Once entered into a computer this data can easily be accessed by assigning simple file storage folders and backing up the data regularly.
However paper documents such as letters purchase orders and.
Before learning the 12 filing rules an understanding of filing terms is necessary.
By implementing alphabetical filing in your life you will ensure all documents are protected and readily available.
Luckily it s simple to get started with new documents and still is not a difficult change to make if you need to reorganize.
It s important for every business to have their employee information company records and other important data maintained in a proper and systematic manner.
