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How to View Folders

Accountants Enterprise only

To populate a folder with information, you must firstly be able to view and access the folders that have been created. These steps describe how to log in and view folders instead of the standard ledger list, by changing the Startup option.

To view folders
  1. Ensure you log in as SUPERVIS or a user with a level 6 security access.

  2. From the Navigation bar, click Administration > User Accounts. The User Accounts window opens.

  3. Highlight the required user.

  4. Right-click and select Properties. The User Properties window opens.

  5. Click the Preferences tab.

  6. In the Start field, click the arrow 

    and select Folders.

  7. Click OK to save the changes.

  8. Click File > Login as to test the new login for the user just changed. You should be presented with the Folder Listing.

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