This article contains general organisational information. Rules, rates and deadlines must be confirmed for your specific situation with a qualified professional.
Create a document rhythm
A reliable process begins with a simple flow: identify documents, file them consistently and set a transfer frequency suited to the volume of activity.
The rules and calendar relevant to your company should always be validated with a professional based on your specific situation.
Maintain a clear trail
Every transaction should be traceable to its supporting document. Stable naming rules and clearly assigned responsibilities make periodic preparation and controls easier.