How To Set Up A Home Office Filing System

Besides taking papers from obvious locations such as your desk drawers and filing cabinets do a sweep of the rest of your home to make sure youve accounted for everything. The names of the piles should make it easy to determine which pile every piece of paper goes into.

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Come find out how I set up the first drawer of my very simple file system for time sensitive papers AND tips for how to.

How to set up a home office filing system. You can learn more or hire Tracy to help you by going to her website. Tracy shows you a simple way to keep your files organized. In order to maintain control of the paper coming into the home office create a mail station.

If you enter invoices into your bookkeeping software using the date of the invoice file the documents in that same month. For paper filing systems documents should be under lock and key with personnel controls. Inside the Reports Folder.

Raise the folders slightly in the file drawer when placing papers in them so the papers will go entirely to the bottom of the folder. Sort your papers into piles by category. Filing cabinet systems.

Here are some posts I wrote previously on the topic of closet organization. Whenever you make a purchase or a bill payment make it a habit to immediately place your receipt in the appropriate folder. To help stay on top of bill payments create a folder labeled Bills to Pay.

If you enter them into your bookkeeping software at the date you pay them then enter them into the computer filing system in the month you paid. Get some solutions for setting up your home office so that it works just how you need it. File boxes or organizers in this post via See Jane Work not affiliate links Today at The Decluttered Home Im sharing a first BABY STEP plan to paper organization and filing.

I prefer to use this system to reduce how long it takes me to set up outfits in the morning. Filing is the actual placing of documents in folders in a pre-determined plan. If a pile gets more than an inch or two tall divide it into subcategories.

If youve never organized a home filing system before and you have a clutter of receipts insur-ance claims wills and other important documents then. Make a folder for incoming and outgoing mail mail to file bills and a folder for every family member. Gather All of Your Papers in One Spot The first step in setting up a home filing system is to corral all of your paperwork in the same space so you can sort through it.

Whether you use your home office for paying bills or running a company there are some basic things that are needed. Depending on the stakes your company may need private servers as opposed to cloud-based systems. Since digital files have more flexibility in sharing copying and editing youll need to establish appropriate permissions levels and access.

Check the caption of the document and folder as a precaution against misfiling. As soon as the mail comes in file it in the mail station. I also have another set in my home.

Working at home is routine for many adults. Then once a week take a few minutes and go through each folder. It also helps me realize what colors I am missing.

HOW TO SET UP YOUR FILING SYSTEM Your goal with creating your home filing system is to have an effective and useful system you can use for the rest of your life. Place your file folders inside the expanding folder and keep your filing system securely tucked in a drawer or filing cabinet. To begin planning lets look at the top five needs and solutions for a great home office.

If a pile is too thin combine it with another pile and rename it. Torn papers should be mended before they are filed. This is the gear and the strategies we at Wirecutter use to move from a paper-based home office to an all-digital filing and storage system.

Then place the items back into the closet.

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