Every binder opens with a folder structure rather than an empty list, so documents land somewhere sensible from the first upload.
The default
New trial balance binders start with four directories:
- Assets
- Liabilities
- Equity
- Income Statement
Make it yours
Right-click anywhere in the document list and choose New → Directory to add your own. Nest them as deep as your firm’s convention needs.
It carries forward
This is the part that makes it worth doing properly: roll forward preserves the directory structure. Set up a client’s folders once and every future period for that client starts with them already in place.
Build the structure on the first binder of a recurring engagement, before
anyone uploads anything. Reorganizing a binder that already has fifty
documents in it is much more work than getting the folders right at the start
and the structure then propagates to every period after it for free.
