Manage Finances and Documents
Whether at work or at home, organising financial records can be a challenge. Keeping your records in order reduces stress and makes it easier to look up expenses or locate receipts. It improves customer service because employees can quickly access the documents. This leads to faster responses and more efficient compliance.
Make sure you have all your documents. Examine your kitchen counter and entryway table office desk the car trunk, garage and any other place where papers tend to accumulate. Get rid of clutter by getting rid of items that are not needed, such as catalogs, product manuals and bills. Create categories that will help you sort and organize the rest of your documents. A “To Pay” category might include a stack invoices that must be paid online or with a check. A “To Read” category could include items that need an instant review, and can be subsequently filed or destroyed after reading. Finally, a “Needs Action” category can contain items that require to be addressed, like an issue with credit card charges or insurance claims.
Once your documents are sorted, you should consider your storage options. Physical methods include using a filing cabinet or binder or the storage of documents in offsite facilities. Digital methods typically rely on an industry-specific document management solution that offers a single central storage and organization of documents. These solutions are highly secure and control over who can access or modify information and provide audit trails to ensure transparency and accountability.
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