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Audit-proof archiving: the GeBüV for SMEs
Audit-proof archiving under the GeBüV: integrity, time stamps, procedure documentation and checks, with a practical example and a checklist.
Practical knowledge for Swiss SMEs
: Advice
Practical guides for working with : clear explanations, examples and checklists for Swiss SMEs.
- GuidesStep by step through the apps, sorted into chapters.54 guides
- Frequently asked questionsShort answers, grouped by app.15 questions
Articles on this topic
Articles found: 10
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Retention periods in Switzerland: classifying records
Retention periods in Switzerland: ten years under the CO, VAT records, start of the period, data protection and deletion checks, with checklist.
Docu | base
Digitising documents: scans and paper originals
Digitising documents: check scans and text recognition, and clarify what the CO, GeBüV and FTA require before you destroy paper originals.
Docu | base
File receipts automatically: rules and checks
File receipts automatically with clear rules: check recognition, handle exceptions and assign documents traceably.
Docu | base
Electronic signature in Switzerland: levels and use
Classifying electronic signatures in a Swiss SME: simple and qualified signatures, form requirements and a traceable procedure.
Docu | base
Document approval workflow: clarify responsibilities
Organise document approvals in an SME: review steps, amount limits, deputies and exceptions with a traceable approval workflow.
Docu | base
Contract management: never miss a notice period
Contract management for SMEs: record contracts, calculate notice deadlines and get timely reminders, with CO periods and a practical example.
Docu | base
Document versioning: versions and change history
Document versioning in an SME: use versions, change history and locking when editing properly, with a practical example and checklist.
Docu | base
Filing structure and folders: how SMEs set up filing
Plan your SME filing structure and folders: layout by company, year and type, dossiers, access rights and rules, with an example and checklist.
Docu | base
Email archiving for SMEs: obligations and practice
Email archiving for SMEs: which emails are accounting vouchers, what CO and GeBüV require, how to respect the DSG and archive mailboxes.
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