Creating a Folder

To create a folder:

1. Click the Folders tab to display the Folders Home page.
2. Click New to open the New Folder window.
   1. In the Folder Name field, enter the name you want to use for the folder.
      Note:

      We strongly recommend that you provide clear and comprehensive names to folders that are not repeated yearly.

3. Select the folder type for your new folder. The following types are available:
   • Balance Rule
   • Calculation Rule
   • Mapping Rule
   • Report
4. [Optional] If needed, you can specify the currency for the folder. To do this, specify the currency in the Currency drop-down.
5. When you have finished, click Save to save the changes to the new folder.
6. Click Save & New to save the current folder and immediately begin to create another.