AAP Open Forum

Hi! I am new to this association and would like to take the opportunity to ask a question. I would like to put some documents and invoices away but I am not sure of how I should be filing the invoices. I want to file them by year but by doing so, I am not sure if I should go by the invoice date or date paid. Hope my question is clear enough and any advice or insight is welcome! Thank you. 

Hi Veronique,

At my work we have a folder for each vendor-each fiscal year-each month (if there are more than one invoice per month for that vendor) and then the invoice date. The payment date and any other relevant information like our internal expense coding are on the invoice.

I hope this helps.

Dania