This article talks about the ways in which you could organise your documents in your Xibo account. This will ensure that all your documents are locatable and can be retrieved for audit purposes.
Please create individual folders as listed below and label the files meaningfully.
Bank Statements - Create a folder to store all your bank statements. You can create sub folders for statements belonging to different years/months.
Sales Invoices - Create a folder for all your sales invoices. You can create sub folders for each month of the year and store your invoices accordingly.
Expense Invoices - Create a folder for all your expenseinvoices. You can create sub folders for each month of the year and store your invoices accordingly.
Business Profile (ACRA biz file) and Financial Statements - Create a folder to store your biz file and past financial statements (if any). You can create sub folders for statements belonging to different years.
Sales Reports from portals such as Shopify, WaveApp etc. - Create a folder with the name of the portal you use (Eg:- Shopify) and store sales reports from the portal in this folder. You can create sub folders for each month of the year and store your reports accordingly.
Tax Filings - Create a folder to storeany past tax filing documents. You can create sub folders for documents belonging to different years.