How To Keep Records At The Enterprise

Table of contents:

How To Keep Records At The Enterprise
How To Keep Records At The Enterprise

Video: How To Keep Records At The Enterprise

Video: How To Keep Records At The Enterprise
Video: What is Enterprise Content Management (ECM)? - Document Management 101 2024, May
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In the process of work, the heads of organizations must keep records. This includes personnel, accounting, and tax accounting. It is easy to understand that this implies a fairly large volume of securities and, accordingly, information. To avoid confusion in the data, it is necessary to correctly plan the record keeping.

How to keep records at the enterprise
How to keep records at the enterprise

Instructions

Step 1

If the organization is large, it is advisable to hire an employee for each site. For example, one employee is needed to record personnel documents, another or even several are needed for accounting. In the job description, clearly state the responsibilities of each person working in your state. First of all, include a clause on how to keep records here.

Step 2

If you want to save money, you can keep the documentation yourself. For personnel records, purchase several folders and a notebook. Folders will be needed to group documents. For example, you can make a folder for employees who are currently working in the organization; another folder is needed for the archive. To make it easier to find information, write the data down in a notebook. Let's say they hired an employee. In the notebook, write down brief information about him, also indicate the folder in which you can find more detailed data.

Step 3

Be sure to stay tuned for updated documents. For each employee, you must issue a personal card, enter all information about the work here. For example, an employee went on vacation, write this information on the card. You must also fill out a timesheet monthly.

Step 4

Accounting is more complex and time consuming. To conduct it, you need special knowledge. Be sure to follow the changes in legislation. The documents must be in folders ("Agreements", "Bank", "Cash Book", "Invoices issued", "Invoices received", "Advance reports", etc.). All documents should be arranged in chronological order. You will have to number, stitch and certify some archives with a seal and signature. Such documents include a cash book, a sales book, purchases, and others.

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