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The Master File Index Guide Template is in accordance with all business documentation generated by the company. To ensure efficient access, filing centers will be established in each department. To reduce the amount of duplicate and unnecessary record retention, individual desk files should be avoided unless they are used in daily operations.
Certain financial file guidelines should be adhered to, such as file markers or label headings should always be placed at the beginning or front of a file or group of files. Also, alphanumeric codes should be attached to colored end tabs of all file sets to show type of file by subject area and sub-category. G&A101-1 MASTER FILE GUIDE INDEX is a sample of the subject and sub-category file guide.
Format: Microsoft Word 2013 (.docx)
Manual: Accounting Manuals Template
Category: General & Administration
Procedure: Files Records Management Procedure G&A102