From Invoice Folder to Record Series
Convert a mixed finance folder into schedule-ready record series with trigger and disposition notes.
The Vendor Invoices folder contains invoice PDFs, approval emails, ERP payment confirmations, duplicate scans, and casual vendor follow-up messages. Finance asks for one rule. Series -> Authoritative source -> Trigger -> Disposition The common trap is scheduling the folder name. That makes duplicates, approvals, and authoritative invoices inherit the same rule even though they prove different parts of the process. Inventory the business actions List what each file proves: invoice received, payment approved, payment made, vendor question answered, or duplicate copy stored. Retention follows business action. This first pass stops the folder name from hiding important differences. Identify the authoritative…
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