Creating a Folder
To create a folder:
- Click the Folders tab to display the Folders Home page.
- Click New to open the New Folder window.
- In the Folder Name field, enter the name you want to use for the folder.
- Select the folder type for your new folder. The following types are available:
- Balance Rule
- Calculation Rule
- Mapping Rule
- Report
- [Optional] If needed, you can specify the currency for the folder. To do this, specify the currency in the Currency drop-down.
- When you have finished, click Save to save the changes to the new folder.
- Click Save & New to save the current folder and immediately begin to create another.