Accountants Enterprise only
To create a new ledger
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Enter into an existing folder or the 'Ledgers' folder.
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Click File > New.
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Click Item to open the New Item Properties window.
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Enter the Client code in the Client field. The Client code locates the item in the folder listing. A maximum of ten (10) characters is permitted.
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In the Type field click the ellipsis to choose the application from the Select Template window.
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Select the application and press [Enter].
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Enter the item name in the Name field, usually an entity or client name.
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The Location field, defaults to the path for the current folder. Adjust if necessary to where the data files are to be stored.
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When you have completed creating the item, click OK. If you have created the ledger in a folder other than the 'Ledgers' folder, a shortcut will be added in the 'Ledgers' folder.
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The selected application opens. If this is a new ledger, the relevant Ledger Setup commences.
The relevant folder listing is updated with the new item properties.