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Effective File Management

Posted by Chris C.

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Remote

Due date
Wednesday, 16th Aug 2017
Details
Hi, I am after experienced bookkeeper or accountant to show me their way of file management and effective naming of files ,
Prefer a system you are currently using at work, and explain why it is working well.
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Samuel M.
(16)
80%Completion rate

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My offer
1 year ago
Alison R.
(45)
94%Completion rate

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Entirely depends what you're filing. I'm involved with 2 main companies (same industry) and the file management for each is quite different. The one that I'm most familiar with is mostly divided into folders by receivables/payables/insurances (WC, PL etc).. then e.g. receivables is divided into months (July 2017) then each invoice is named by invoice number, project name and customer.

They use Dropbox which is saved onto the computer (i.e. don't have to access it online, it syncs to different computers) and different users within the company have access to only the folders they require.

So I'd say files could be managed by customer/function/date as required.

E.g.. invoice #101 for week ending 17/7/17 for customer Sam Brown would be or something along those lines.

Hope this is clearer than mud.

Alison
1 year ago
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Chris C.poster
Thanks Alison, you have provided some helpful suggestions for free.
Hi Chris,

Glad I was able to help. If my suggestions have been helpful enough to you, you could assign the task as I did back up my offer with immediate results. Up to you.

Cheers,
Alison
Ahh no worries. You may have accidentally selected the requirement for 4 people when setting up the post. You have assigned one person but according to your task, there are 3 spaces left hence my confusion. See attached screenshot.

No worries though, happy to help out and look forward to helping in the future!
Hi Chris,
I've been working as an accountant for 10 years. We have an effective file management system and file naming guide. Happy to discuss with you how we do it at my work and explain why it works well.
Talk soon.
Sam
Happy to get more info & provide info needed
Happy to assist
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