Finance

The Finance site is a secure repository for financial documents, including budgets, invoices, tax records, payroll, and financial planning. This site ensures compliance with financial regulations and provides a centralised location for managing the company’s financial health.

File Tree

• DirectoryFinance/

  • DirectoryInvoices/

    • Directory2025/

      • DirectoryJanuary/

        • Invoice_12345_ClientA_01-01-2025.pdf
        • Invoice_67890_ClientB_01-01-2025.pdf
  • DirectoryDelivery_Notes/ probably should go in the supply chain site

    • Directory2025/

      • DirectoryJanuary/

        • …
      • Delivery_Note_12345_ClientA_01-01-2025.pdf
      • Delivery_Note_67890_ClientB_01-01-2025.pdf
  • DirectoryExpenses/

    • Directory2025/

      • DirectoryJanuary/

        • Expense_12345_ProjectA_01-01-2025.pdf
        • Expense_67890_ProjectB_01-01-2025.pdf
  • DirectoryInsurance/

    • Directory2025/

      • Insurance_Policy_2025.pdf
      • Insurance_Claim_2025.pdf
  • DirectoryR&D/

    • Directory2025/

      • R&D_Project_2025.pdf
      • R&D_Report_2025.pdf
  • DirectoryFixed_Assets/

    • DirectoryAsset_List/

      • FixedAsset_2025.pdf
      • FixedAsset_2025.pdf
    • DirectoryProperties/

      • Property_List_2025.pdf
      • Property_Report_2025.pdf
    • DirectoryVehicles/

      • Vehicle_List_2025.pdf
      • Vehicle_Report_2025.pdf

The File Tree is a visual representation of the folder structure for the Finance site. It should give you an idea of how the site is structured.

Folder Descriptions

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Invoices

The Invoices folder includes invoices for clients, grouped by year and month.

Examples:

File Name	Description
Invoice_12345_ClientA_24-01-2025.pdf	Invoice for Client A.
Invoice_67890_ClientB_27-01-2025.pdf	Invoice for Client B.

Naming Conventions:

[DocumentType]_[Client|Day-Month-Year].[Extension]

Use Cases:

• Tracking invoices for clients.

Additionally:

• Delivery Notes: These are notes sent to clients after the invoice has been paid.
• Expenses: These are expenses for the company, grouped by year and month.
• Insurances: These are insurances for the company, grouped by year.
• R&D: These are R&D projects for the company, grouped by year.
• Fixed Assets: These are fixed assets for the company, grouped by year.

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