Dropbox
Introduction
Convention
- All Clients are required, in accordance with our General Rules of Engagement, to maintain and use a system for filing documents in a structured fashion.
- This is highly efficient and ensures costs are kept down.
- Avar will not take ownership of any responsibility for the Client’s document.
- This applies to before, during and after the engagement.
- Furthermore, every piece of work done and the documents generated is put on Telegram for the Client to manage.
- Generally the majority of the Clients opt to use Dropbox.
- This is where information and documents are shared with Avar.
- We request that the shared folder with us adopts the following naming convention:
- “URN – Full Name – Accountants” .
- URN (Unique Reference Number) will be given to you by Avar on the outset.
- Click here to see what the URN is and why it is used.
- The following folder structure should be setup for LTD or LLPs:
- 00 – Past Documents – Pre-Avar.
- 01 – Permanent Documents.
- 02 – Systems Documents and Templates.
- 03 – Boomerang and Workings.
- 04 – Sales Invoices and Credit Notes.
- 05 – Purchase Invoices and Credit Notes.
- 06 – Bank CSV and PDF files.
- 07 – Credit Card CSV and PDF files.
- 08 – Cash Receipts CSV and PDF files.
- 09 – Telegram Downloads.
- The following folder structure should be setup for Individuals and Sole Traders, where applicable:
- 00 – Past Documents – Pre-Avar.
- 01 – Permanent Documents.
- 02 – Systems Documents and Templates.
- 03 – Boomerang and Workings.
- 04 – All SATR Documents and Workings 2019/20.
- 05 – All SATR Documents and Workings 2020/21.
- 06 – All SATR Documents and Workings 2021/22.
- 07 – Telegram Downloads.
- This can be setup by you, in your own Dropbox, OR The Avar Team can assist you to or complete setup on your behalf.
- If you need any help in setting this up, please contact a member of the Avar Team.