[?] Subscribe To The Bookkeeping Blog

XML RSS
Add to Google
Add to My Yahoo!
Add to My MSN
Subscribe with Bloglines

Home

Take A Tea Break With Me Today
The Site Map
The Blog
The Free Ezine

The Receipts Organization
The Suggestions
The Vehicle System
The Paperless System
The Proven System

The Compliance Taxes - Canada
The CRA Compliance
The Payroll Taxes
The GST HST
The T2125 Form
The CRA Tax

The Compliance Taxes - U.S.
The IRS Compliance
The IRS News
The Payroll Taxes

The Store Front

The Book Shoppe
The Freelancer
The Online Exams
The Basics
The Excel Lessons
The Forum
The Support

The Free Training

The Tips
The Practice
The Financials
The System
The Plan
The Help

The Back Office

Contact/Meet Me
Hire Me
Site Policies

Filing Systems for Invoices and Bills

by Sheryl
(Burlington, ON Canada)

How do you organize your unpaid vs. paid bills and invoices?

How do you organize your unpaid vs. paid bills and invoices?

Are there any good filing system methods for invoices - so that you know what's been paid and unpaid?

Similar question with bills - so I know what's been paid or not?

I've tried colour coding, but it doesn't work too great for me - I have too many colours!



image of fancy scroll lines



Hi Sheryl,

I have a few articles on the site with suggestions. Here they are:

  • How to Get Your Office Organized - Simple Filing System Suggestions;

  • A Portable Document Filing System;

  • Paperless Technology - Organize Your Documents With The Paperless Organization Guide;


  • Also, at the bottom of the first article, you will find numerous links to additional notes/references on filing systems.

    You might want to consider modifying the portable filing system (second article) to solve your problem.

    Click here to post comments.

    Join in and write your own page! It's easy to do. How?
    Simply click here to return to Home Office File Organziation
    .





    SIMPLE EASY
    Office Filing System


    Learn How to Organize Files
    In Under 30 Minutes

    $47

    Bookkeeping In A Box eBook- choose the Canadian or US Version

    Download eBook Canadian

    Download eBook U.S.



    You can delegate responsibility but you can't abdicate it!




    2 Bookkeeping Tests
    Prescreening Tool or Study Aid
    350 Questions

    includes answer key,
    Bookkeeping Basics Webcast
    and more

    Bookkeeping Test Questions and Answers Bookkeeping Test Online Basic Bookkeeping Training

    $49 USD
    LIFETIME ACCESS

    Click on exam booklet to order
    Click here for more information

    How to Use This Exam:

    (1) As part of your interview process when hiring a bookkeeper.

    (2) To self assess your bookkeeping skills.

    (3) As a practise test before writing your bookkeeping certification exam.




    Learn How to Turn
    Your Piles of Paper
    Into an Organized
    Electronic System

    Paperless Document Organization Guide

    Click on the picture above
    for easy to understand tips and strategies on how to go paperless.




    Free eReport When You
    Subscribe To My Newsletter
    The Bookkeeper's Notes

    eBook cover




    Subscribe To
    The Bookkeeper's Notes
    A Free Newsletter

    For The Work From Home Business Owner

    Email

    Name

    Then

    Don't worry -- your e-mail address is totally secure. I promise to use it only to send you The Bookkeeper's Notes.




    Brian Tracy's

    Click here to receive Brian Tracy's Free Goal Setting Success Guide!





    (Listed Under Websites NOT Under Local Business. This website is not associated with any business operating in Bonnyville Alberta.)




    From the Mail Bag
    Visitor Comments



    Thanks for the information. It is nice to see there is an online site where I can go get answers to my bookkeeping questions. It was really a stroke of luck I came across this site. I googled my bookkeeping question to see if I could get an answer, a shot in the dark, and bookkeeping-essentials was one of the results listed. I looked over some other sites but none were as flexible as this site. I got a quick response and I will be using this site in the future. Thanks again.

    Bayside, NY, United States




    I love your site...its very homey!!! It's like reading/talking to a friend!! Thanks!!

    Kim, Jackson, MS United States




    Your website is positively BRILLIANT! I don't care at all for the numbers side of my business, but you've made it interesting, fun, comfortable--downright enjoyable! Bite-sized WELL WRITTEN bits walking me through fundamentals, encouraging me, explaining.(Note: "well written" covers everything from "interesting" to "intelligent." The reader doesn't stumble over elementary grammar errors, lots of typos, etc.) I've only just discovered this lovely gold mine!

    Cherie, U.S.




    I have just come across your site and it's great...thank you so much for the time it must take you to compile the data and information. I have no accountancy or book keeping knowledge and am currently trying to learn QuickBooks via YouTube. (lol) There must be an easier way as I don't have the time or finances, what with starting a new business, to attend a course at college or similar.

    Debbie, Vancouver, BC Canada




    As a novice at the bookkeeping game, this site has become my go to site for research. Thank you for the great resource. I do my data entry one or twice a year (very low volume) and I find I need retraining on Quickbooks for things like depreciation/CCA.

    Den, St. Albert, AB Canada




    A More Than FANTASTIC site! So often I've thought about putting something together like your site, but didn't have the time. Googling information about Supplies or Tools over under $500.00 was the most useful Google search I've ever done because of discovering your site. Way to go and THANKS VERY MUCH. PS.... Also loved it that you put the Tax chart for GST HST back to 1997; I spent hours trying to get this information from the CRA website. I've not had time to look at your whole site, but I will be refering to it often I'm sure and will mention anything I think is missing, should I not discover information as I might be looking for it. Thanks, Again

    Leona, Sicamous, BC Canada




    Thank you for your comprehensive reply to my question. I really appreciate the time you took to explain it to me.

    Connie, Canada




    This is an absolutely awesome site! I am not lying. I went to Chapters to try to find something just like this and they did not have what I was looking for - which your site does ... which is good definitions and explanations. I am going to book mark this page if that's okay. ... Great job and thank you. I will definitely use this resource.

    PK Lethbridge, Alberta




    My biggest problem in doing my books is keeping debits & credits straight in liability and equity accounts. I really liked the cheat sheet. (I think that will help me keep the debits and credits straight.)

    Lisa, Williston, USA




    Lake you're awesome in every way. I have had some insight about how to properly classify some accounts.

    Karim, Calgary, Alberta




    Thank you so much for this website. I am interviewing for my first bookkeeping position in over 10 years--and my first in Canada. I have AAS degrees in Accounting and Business Admin from the US but have never worked in "my field" since immigrating in 2000. Your website makes me feel more confident I can actually do the job I am interviewing for. So far, I have been refreshing my knowledge and preparing for a job interview. I've bookmarked the site for WHEN I get the job!

    Robin, Toronto, ON




    I love your website. Just love it.

    Carolann
    CPB Bookkeeping, Inc.
    "The Organizer"
    Lake Worth, FL




    I posted a question on Accumulated Surplus and you asked me to comment on your comments. I really appreciated reading what you posted and it did help. Especially the part of talking to the accountant. That really makes sense. I find more and more that I interact with the accountants to keep on learning. Love Love Love your website. Just discovered it about 3 weeks ago and have been on it lots since then.

    Jan
    Red Deer, Alberta




    Wow. I'm so thankful to have stumbled across your site, with the assistance of Google. :) I love your style of writing, your approach, and your message. Thank you for your time and efforts. In a nutshell, your light humor and simple approach is refreshing and uplifting.

    Kathy, Hillsdale, United States




    Your site is great by the way. I just came across it.

    Trish, Canada




    Thanks for responding so quickly ... I really appreciate all the forum help ... I do Love the forum and have looked through other questions on it and feel it will greatly help in the future. Your site is fantastic and I will recommend it to anyone asking about bookkeeping help.

    Cindy, Calgary, Canada




    It (your site) is very helpful and thank you for your tips and advice. I am so glad I found your site.

    Lee, Calgary, Alberta




    Thank you so much for your hard work on your site ... I find I learn quicker and easier with you than I did with courses. Your site has helped my knowledge, learning new things and with the explanation of terms/items. Keep up the good "BookWORK"!

    Naomi, Balance Your Books, Squamish, B.C.




    This website has been very helpful. It's been too many years since school and I'm a bit rusty.

    Sue, Medicine Hat, Alberta




    I just found this site tonight. It's going to help me a lot as I learn how to use my Quickbooks more fully (I've only used it for payroll). Don't ask me how I've managed to keep the books this long -5 years- without knowing much more than how to balance a checkbook. I'm getting some help from a professional now, but your site will keep my pro costs down. Thank you. I will definitely donate once I begin to use it with my QuickBooks. It's [your site] easier to understand than Help in QuickBooks. QuickBooks assumes I know bookkeeping concepts. It [your site] appears to be very thorough, though I've only scratched the surface of what I can learn. I took an online bookkeeping class a couple of years ago, but this site has direct application to quickbooks and it's a searchable site!

    Ruth, Dos Palos, CA USA




    Thank you for providing valuable information regarding home business taxes on this website.

    U.C., Toronto, Canada




    I started my own bookkeeping business two years ago and enjoy your site. I literally grab my cup of coffee and look around for hours. :D It's a wonderful site with loads of information and I'm all about learning from my peers who might have the answers to some of the questions I may have. Keep up the good work. :)

    Tania, TaniasBookkeeping.org
    Taking the worry away
    Belledune, New Brunswick




    BTW, did you say Bookkeeping? Cuz I fell asleep... just kidding!

    Dr. Julia
    www.advice-with-dr-julia.com

    (I love her humour!)




    Absolutely a great site! I have often dreamed of having a similar site but figured I might have to wait until I retire to get the time. I have bookmarked this site and will return again.

    C.H.
    Alwyn Enterprises
    Scarborough , Ontario




    You have a wonderful website. Thank you so much for letting me know you have one now. [It] is really well done and very, very informative. Also really charming.

    R.P.
    Reliable Recordkeeping
    Toronto, Ontario




    I'm enjoying reading your blog! Thought I'd drop you a quick note of encouragement.

    Loralee, Red2Black.ca
    QuickBooks "one
    on one" coaching
    Edmonton, Alberta




    This is a marvelous site and one that I would like to use as the basis for training bookkeepers. I am a CPA here in the states and am in the process of building a what will hopefully become a substantial bookkeeping business (not a dark wood & gold lettered CPA firm). I want to serve the small business owner with the day to day service they need. You have obviously put in an enormous amount of time and effort here (there is no doubt there) and provide a wealth of fantastic information.

    R. Keith Pierce, CPA, P.A.
    I'll Sweat The Small Stuff For You - JaxTaxPro.com
    Jacksonville, Florida