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Organize your Workspace

Good folder structure makes audit work easier. Here are patterns that work well.

By cycle:

Q1/
Q2/
Q3/
Q4/
Year-End/

By account:

Revenue/
Expenses/
Assets/
Liabilities/

By test:

Revenue Testing/
AP Testing/
Inventory/

By document type:

Invoices/
Contracts/
Bank Statements/

Managing folders​

You can create nested folders and move files between them at any time. Moby preserves document references even if you reorganize.

Tips for organization:

  • Create your folder structure before uploading
  • Use consistent naming conventions
  • Keep active work separate from archived work
  • Archive completed engagement folders

Search and filter​

Even with good organization, you'll sometimes need to search:

  • Use the search bar to find documents by name
  • Filter by document type or date
  • Use tags for additional categorization