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Create a Custom Folder

Problem Details:

How do I add a custom folder to the Sage Desktop?

Solution:

To add a custom folder to Sage, use the following method:

  1. Open the existing folder (example, Accounts Payables if the new folder should be under AP, or simply click on the company name if the folder is to be listed as a 'module' like AP) in which custom folder is to be created.

  2. In right pane of desktop window, right click and select New.

  3. Select Folder to create a new Folder and give it a name (e.g. Suzie's Stuff). If the folder is for all users, select the All Users checkbox. Otherwise, the new item will only appear in the desktop of the user it is created by/under.

  4. To add functions into the new folder, highlight the icon from the section which they are in, right click and select Copy (or press Ctrl-C) and then select the new folder, right click again and select Paste (or press Ctrl-V).

  5. For custom reports, macros or programs (executables), select New and Report, Macro or Program. Give the report or macro a name, optionally change the icon, and then under the Report, Macro or Program tab enter the path and name of the report.

  6. Click OK to add the item.

Using this method will allow you to create your custom folder and the items in it.**

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