Financial Controls 9: Financial Document Retention
Taking care of financial records is an important task but may not always see a lot of focus. This resource highlights a few key recommendations to help you keep on top of things.
Recommendations to explore:
- Job descriptions, policies and procedures
- Follow retention requirements provided by legislation
- Maintain a schedule for document disposal
- Restrict access of passwords and only use strong passwords
- Follow best practices for online banking (including secure networks, multi-factor authentication)
- Ensure regular backups are made
