Record Retention Checklist


Editor's note: This Excel attachment may contain macros. These have been tested by the IOFM team and provide safe, enhanced functionality within the tool. However, some organizations' IT teams will have blocked macros, and if so, that will prevent this tool from running as it should. Before downloading, please check with your technology team.

This template provides an example of record retention guidelines for accounts payable documents. Format Microsoft Excel.

Download

  Free with Starter Membership!

Join IOFM today as a Free Starter Member to get access to hundreds of Articles, Webinars, Expert Answers, Resource Downloads, and more!

Join Today

Subscribe to our Monthly Insider

You may unsubscribe from our mailing list at any time. Diversified Communications | 121 Free Street, Portland, ME 04101 | +1 207-842-5500