Folder management overview

The Entity management screen includes a range of folder options to help you create and manage your folder structure and user permissions, including:

• Add folder: Allows you to create a new folder

• Edit folder: Allows you to edit your folder name and location

• Move to: Allows you to move a folder

• Delete: Allows you to delete a folder

• Assign user: Allows you to assign folder and entity permission to other users

• Folder toggle: Allows you to hide/unhide the folder structure

Users that have been assigned the Administrator or Superuser role will have access to all of the folder options. Other roles types may have some or no access to the folder options depending on the role permissions. Entities that reside within a folder will display the following information:

• VAT entity: Displays the name of the entity

• Folder: Displays the name of the folder that the entity has been created in

• Next obligation period: Shows what the next obligation period will be for the entity

• Next obligation due: Provides the date of when the next obligation is/was due

• Status: Displays the next action that is due

You can use the folder toggle to show/hide the folder structure and you can sort your entities by clicking on one of the column heading names.

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