Create a personal menu

Create a personal menu

Part 1: Create a folder in My Folders
1. Click the Explorer toggle menu on the Navigation Pane menu bar.
2. Click the plus (+) icon to expand the My Folders folder.
3. Right-click the My Folders subfolder. A drop-down list displays. 
4. Click the New Folder list item. The New Folder dialog box opens.
5. Type Accounts Payable in the Caption field.
6. Click the OK button. An Accounts Payable subfolder is now displayed in My Folders.
Part 2: Create new shortcuts to the Accounts Payable folder 
1. Right-click the Accounts Payable folder. A drop-down list displays.
2. Click the New Shortcut list item. The Select Form dialog box opens.
3. Type a/p voucher in the Filter field. 
4. Click the A/P Vouchers and Adjustments list item. 
5. Click the OK button.
6. Click the plus (+) icon to expand the Accounts Payable folder. The A/P Vouchers and 
Adjustments form now displays within the Accounts Payable folder. 
7. Right-click the Accounts Payable folder.
8. Click the New Shortcut list item. The Select Form dialog box opens. Note: a/p voucher is still 
showing in the filter field.
9. Click the A/P Voucher Posting list item.
10. Click the OK button. The A/P Voucher Posting form now displays within the Accounts Payable
folder.
11. Right-click the Accounts Payable folder.
12. Click the New Shortcut list item. The Select Form dialog box opens.
13. Type vendors in the Filter field.
14. Click the Vendors list item.
15. Click the OK button. The Vendors form now displays within the Accounts Payable folder.
Part 3: Delete a form
1. Right-click the Vendors form in the Accounts Payable folder. A drop-down list displays.
2. Click the Delete list item. A dialog box opens with the message, “Are you sure you want to delete 
this explorer object [Vendors]?”.
3. Click the Yes button. The form is deleted from the Accounts Payable folder.
4. Click the Explorer toggle menu

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